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SPDR Portfolio S&P 500 High Dividend ETF

383 hedge funds and large institutions have $3.32B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 106 reducing their positions, and 47 closing their positions.

Holders
383
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
6.62%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.4%
New
47
Increased
176
Reduced
106
Closed
47
Calls
$3.71M
Puts
$1.78M
Net Calls
+$1.93M
Net Calls Change
-$1.52M
Name Market Value Shares Shares
Change
Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$1.02B 28,746,658 +527,338 +2%
PP
2
Prudential plc
United Kingdom
$534M 15,056,382 -862,176 -5%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$218M 6,150,520 +3,892,920 +172%
Bank of America
4
Bank of America
North Carolina
$174M 4,898,040 +695,040 +17%
Morgan Stanley
5
Morgan Stanley
New York
$112M 3,160,174 +333,100 +12%
LPL Financial
6
LPL Financial
California
$105M 2,962,403 +339,067 +13%
FCB
7
First Command Bank
Texas
$85.6M 2,414,343 +1,258,457 +109%
FCFS
8
First Command Financial Services
Texas
$85.6M 2,414,343 +1,258,457 +109%
Osaic Holdings
9
Osaic Holdings
Arizona
$51.9M 1,462,780 -65,731 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$51M 1,438,566 -54,592 -4%
UBS Group
11
UBS Group
Switzerland
$48.9M 1,378,160 +243,058 +21%
Wells Fargo
12
Wells Fargo
California
$48.3M 1,362,165 -307,204 -18%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$38.6M 1,087,003 -226,214 -17%
WWM
14
Western Wealth Management
Colorado
$31.6M 886,123 -23,904 -3%
Ameriprise
15
Ameriprise
Minnesota
$26.8M 757,483 -562,081 -43%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$23M 648,492 +413,696 +176%
HWA
17
Heartwood Wealth Advisors
Virginia
$22M 621,549 +22,382 +4%
AI
18
Atria Investments
North Carolina
$18.8M 531,406 +140,302 +36%
MML Investors Services
19
MML Investors Services
Massachusetts
$18.8M 529,265 +58,437 +12%
Goldman Sachs
20
Goldman Sachs
New York
$15.7M 441,708 -176,011 -28%
FBB
21
Fulton Breakefield Broenniman
Maryland
$14.6M 411,975 +8,479 +2%
SPIA
22
Strategic Point Investment Advisors
Rhode Island
$13.6M 382,102 +951 +0.2%
SAS
23
Sage Advisory Services
Texas
$13.4M 378,570 +19,627 +5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$13M 365,658 -361,097 -50%
AWM
25
Angeles Wealth Management
California
$12.8M 361,254 +24,593 +7%