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SPDR Portfolio S&P 500 High Dividend ETF

188 hedge funds and large institutions have $405M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 48 reducing their positions, and 14 closing their positions.

Holders
188
Holders Change
+20
Holders Change %
+11.9%
% of All Funds
4.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
83
Reduced
48
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$46.5M 1,223,181 -325,308 -21%
AssetMark Inc
2
AssetMark Inc
California
$29.6M 780,414 +89,214 +13%
Bank of America
3
Bank of America
North Carolina
$20.3M 534,683 +20,983 +4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$16.7M 440,181 -42,787 -9%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.2M 425,442 -26,195 -6%
ACA
6
Aptus Capital Advisors
Alabama
$10.2M 269,057 +245,092 +1,023%
GI
7
Gradient Investments
Minnesota
$10M 264,318 +47,133 +22%
SP
8
SWS Partners
Ohio
$9.19M 234,255 +33,908 +17%
UBS Group
9
UBS Group
Switzerland
$9.05M 238,271 +18,895 +9%
Morgan Stanley
10
Morgan Stanley
New York
$8.97M 236,275 +42,771 +22%
LPL Financial
11
LPL Financial
California
$8.71M 229,295 +22,074 +11%
FPIS
12
Financial Planning & Information Services
Wisconsin
$8.61M 226,647 +24,932 +12%
VA
13
Valmark Advisers
Ohio
$7.8M 205,389 +205,389 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.54M 198,403 +75,708 +62%
BWFA
15
Baltimore-Washington Financial Advisors
Maryland
$6.61M 174,106 +24,242 +16%
AWM
16
AE Wealth Management
Kansas
$6.46M 170,075 +110,037 +183%
MWA
17
MFA Wealth Advisors
Pennsylvania
$6.37M 167,643 +7,153 +4%
TFA
18
TPG Financial Advisors
Oregon
$5.79M 152,470 +152,470 New
Jane Street
19
Jane Street
New York
$5.77M 151,964 -20,136 -12%
CCP
20
Cardan Capital Partners
Colorado
$5.59M 147,270 +612 +0.4%
Goldman Sachs
21
Goldman Sachs
New York
$5.53M 145,557 +43,697 +43%
CCFM
22
Clear Creek Financial Management
Washington
$5.28M 135,814 -5,690 -4%
BCI
23
Brinker Capital Investments
Pennsylvania
$5.03M 132,456 -20,060 -13%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$4.25M 111,933 -249,274 -69%
AG
25
Advisor Group
Arizona
$4.12M 108,452 -27,759 -20%