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SPDR Portfolio S&P 500 High Dividend ETF

421 hedge funds and large institutions have $3.31B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 120 reducing their positions, and 21 closing their positions.

Holders
421
Holders Change
+38
Holders Change %
+9.92%
% of All Funds
6.79%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.44%
New
70
Increased
171
Reduced
120
Closed
21
Calls
$4.3M
Puts
$997K
Net Calls
+$3.3M
Net Calls Change
+$1.37M
Name Market Value Shares Shares
Change
Shares
Change %
FCAS
1
First Command Advisory Services
Texas
$710M 17,922,958 -10,823,700 -38%
PP
2
Prudential plc
United Kingdom
$404M 10,207,382 -4,849,000 -32%
MYLI
3
Meiji Yasuda Life Insurance
Japan
$243M 6,150,520
Bank of America
4
Bank of America
North Carolina
$218M 5,510,195 +612,155 +12%
LPL Financial
5
LPL Financial
California
$141M 3,552,701 +590,298 +20%
Morgan Stanley
6
Morgan Stanley
New York
$135M 3,415,308 +255,134 +8%
FCB
7
First Command Bank
Texas
$104M 2,639,840 +225,497 +9%
FCFS
8
First Command Financial Services
Texas
$104M 2,639,840 +225,497 +9%
AOI
9
Auto-Owners Insurance
Michigan
$81.1M 2,050,000 +2,050,000 New
Wells Fargo
10
Wells Fargo
California
$70.3M 1,776,089 +413,924 +30%
Osaic Holdings
11
Osaic Holdings
Arizona
$57.4M 1,450,377 -12,403 -0.8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$48.3M 1,219,875 -218,691 -15%
UBS Group
13
UBS Group
Switzerland
$48.1M 1,215,098 -163,062 -12%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$45.1M 1,139,310 +52,307 +5%
Ameriprise
15
Ameriprise
Minnesota
$33.9M 857,049 +99,566 +13%
HWA
16
Heartwood Wealth Advisors
Virginia
$24.4M 616,609 -4,940 -0.8%
AI
17
Atria Investments
North Carolina
$22.6M 570,658 +39,252 +7%
AF
18
Allworth Financial
California
$22.1M 557,372 +428,653 +333%
BB
19
Bell Bank
North Dakota
$20.1M 509,055 +484,292 +1,956%
Goldman Sachs
20
Goldman Sachs
New York
$20.1M 506,705 +64,997 +15%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$20M 505,664 +140,006 +38%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$19.7M 497,862 -150,630 -23%
WWM
23
Western Wealth Management
Colorado
$17.3M 436,596 -449,527 -51%
Daiwa Securities Group
24
Daiwa Securities Group
Japan
$16.9M 427,000 +148,000 +53%
FBB
25
Fulton Breakefield Broenniman
Maryland
$16.8M 423,791 +11,816 +3%