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SPDR Portfolio S&P 500 High Dividend ETF

238 hedge funds and large institutions have $331M invested in SPDR Portfolio S&P 500 High Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 59 increasing their positions, 83 reducing their positions, and 21 closing their positions.

Holders
238
Holders Change
+35
Holders Change %
+17.24%
% of All Funds
4.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
59
Increased
59
Reduced
83
Closed
21
Calls
$389K
Puts
Net Calls
+$389K
Net Calls Change
+$389K
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$22.1M 669,486 +142,571 +27%
UBS Group
2
UBS Group
Switzerland
$17.4M 527,081 -78,144 -13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.6M 473,559 +419,693 +779%
Bank of America
4
Bank of America
North Carolina
$15.5M 471,527 +97,368 +26%
MML Investors Services
5
MML Investors Services
Massachusetts
$12.9M 391,144 +368,043 +1,593%
Ameriprise
6
Ameriprise
Minnesota
$12.4M 377,749 -179,412 -32%
PI
7
PFS Investments
Georgia
$10.8M 315,927 -4,935 -2%
Wells Fargo
8
Wells Fargo
California
$8.61M 261,504 -6,173 -2%
HWA
9
Heartwood Wealth Advisors
Virginia
$8.36M 253,633 +253,633 New
Osaic Holdings
10
Osaic Holdings
Arizona
$8.21M 249,128 -98,843 -28%
SP
11
SWS Partners
Ohio
$7.77M 235,734 -34,796 -13%
PIN
12
Prudent Investors Network
California
$7.49M 227,507 +111,894 +97%
FHB
13
First Hawaiian Bank
Hawaii
$7.42M 225,294 +446 +0.2%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$7.19M 218,319 +3,603 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.82M 207,008 -436 -0.2%
Morgan Stanley
16
Morgan Stanley
New York
$6.42M 194,836 -220,814 -53%
ACM
17
Advisors Capital Management
New Jersey
$5.63M 170,995 +170,995 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.21M 158,097 -93,368 -37%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$4.54M 137,914 -2,750 -2%
Goldman Sachs
20
Goldman Sachs
New York
$4.51M 136,918 -151,507 -53%
GCA
21
Genesee Capital Advisors
New York
$3.83M 116,335 +116,335 New
RFN
22
RDA Financial Network
Iowa
$3.56M 108,171 -1,857 -2%
WP
23
WealthPLAN Partners
Nebraska
$3.52M 100,709 -2,986 -3%
AssetMark Inc
24
AssetMark Inc
California
$3.39M 103,012 +59,498 +137%
MUAMU
25
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.29M 100,000