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SPDR Portfolio S&P 500 High Dividend ETF

242 hedge funds and large institutions have $526M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 103 increasing their positions, 46 reducing their positions, and 14 closing their positions.

Holders
242
Holders Change
+54
Holders Change %
+28.72%
% of All Funds
4.78%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.14%
New
70
Increased
103
Reduced
46
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$50.9M 1,289,635 +66,454 +5%
Bank of America
2
Bank of America
North Carolina
$38.9M 984,656 +449,973 +84%
AssetMark Inc
3
AssetMark Inc
California
$30.7M 776,790 -3,624 -0.5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21M 531,436 +105,994 +25%
NP
5
NorthRock Partners
Minnesota
$19.7M 499,518 +499,518 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$17.5M 444,259 +4,078 +0.9%
LPL Financial
7
LPL Financial
California
$16.1M 407,204 +177,909 +78%
Morgan Stanley
8
Morgan Stanley
New York
$12.5M 317,425 +81,150 +34%
GI
9
Gradient Investments
Minnesota
$12M 304,584 +40,266 +15%
PIN
10
Prudent Investors Network
California
$11.9M 302,195 +302,195 New
UBS Group
11
UBS Group
Switzerland
$10.8M 273,519 +35,248 +15%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.73M 246,519 +48,116 +24%
FPIS
13
Financial Planning & Information Services
Wisconsin
$9.17M 232,424 +5,777 +3%
SA
14
Stewardship Advisors
Pennsylvania
$8.84M 224,133 +224,133 New
AG
15
Advisor Group
Arizona
$7.8M 197,526 +89,074 +82%
BWFA
16
Baltimore-Washington Financial Advisors
Maryland
$7.46M 189,064 +14,958 +9%
TCPWM
17
Traverso Chambers Private Wealth Management
California
$6.99M 177,250 +177,250 New
MWA
18
MFA Wealth Advisors
Pennsylvania
$6.87M 174,122 +6,479 +4%
OC
19
Oppenheimer & Co
New York
$6.68M 169,352 +93,567 +123%
TFA
20
TPG Financial Advisors
Oregon
$6.38M 161,789 +9,319 +6%
Goldman Sachs
21
Goldman Sachs
New York
$6.22M 157,706 +12,149 +8%
APW
22
Aurora Private Wealth
New Jersey
$6.04M 152,928 +152,928 New
CCP
23
Cardan Capital Partners
Colorado
$5.79M 146,818 -452 -0.3%
Jane Street
24
Jane Street
New York
$5.55M 140,687 -11,277 -7%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$5.21M 134,274 +22,341 +20%