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SPDR Portfolio S&P 500 High Dividend ETF

330 hedge funds and large institutions have $1.77B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 127 increasing their positions, 77 reducing their positions, and 22 closing their positions.

Holders
330
Holders Change
+46
Holders Change %
+16.2%
% of All Funds
5.1%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.17%
New
73
Increased
127
Reduced
77
Closed
22
Calls
$6.82M
Puts
$1.09M
Net Calls
+$5.73M
Net Calls Change
+$2.68M
Name Market Value Shares Shares
Change
Shares
Change %
PP
1
Prudential plc
United Kingdom
$917M 21,813,330 +2,125,059 +11%
LPL Financial
2
LPL Financial
California
$66.9M 1,591,339 +490,323 +45%
Morgan Stanley
3
Morgan Stanley
New York
$58M 1,378,255 +689,524 +100%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$57.1M 1,357,441 +510,546 +60%
Bank of America
5
Bank of America
North Carolina
$32.4M 769,421 -4,887,830 -86%
UBS Group
6
UBS Group
Switzerland
$30.7M 729,607 +125,845 +21%
HWA
7
Heartwood Wealth Advisors
Virginia
$25.5M 605,296 +540,092 +828%
PI
8
PFS Investments
Georgia
$24.3M 577,405 -203,853 -26%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$22.2M 528,995 +8,212 +2%
Ameriprise
10
Ameriprise
Minnesota
$21.1M 501,187 +84,444 +20%
Wells Fargo
11
Wells Fargo
California
$18M 428,049 +67,307 +19%
Osaic Holdings
12
Osaic Holdings
Arizona
$17.5M 416,359 +47,804 +13%
EH
13
Equitable Holdings
New York
$17.5M 415,036 +405,771 +4,380%
MML Investors Services
14
MML Investors Services
Massachusetts
$17.4M 414,133 +3,081 +0.7%
FBB
15
Fulton Breakefield Broenniman
Maryland
$16.5M 391,593 +7,770 +2%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$14M 333,500 +333,500 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$13.8M 327,198 +23,602 +8%
Goldman Sachs
18
Goldman Sachs
New York
$13.5M 321,210 -35,265 -10%
GI
19
Gradient Investments
Minnesota
$12.3M 291,323 -838 -0.3%
PIN
20
Prudent Investors Network
California
$11.8M 281,550 +22,396 +9%
PPWP
21
Proquility Private Wealth Partners
Nevada
$11.4M 11,391,503 +11,391,503 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$10.7M 255,213 +2,109 +0.8%
ACM
23
Advisors Capital Management
New Jersey
$10.1M 239,625 +230,249 +2,456%
FHB
24
First Hawaiian Bank
Hawaii
$9.6M 228,299 +361 +0.2%
CL
25
COWA LLC
Oklahoma
$8.44M 200,461 +40,484 +25%