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SPDR Portfolio S&P 500 High Dividend ETF

407 hedge funds and large institutions have $2.42B invested in SPDR Portfolio S&P 500 High Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 138 increasing their positions, 167 reducing their positions, and 40 closing their positions.

Holders
407
Holders Change
-7
Holders Change %
-1.69%
% of All Funds
6.42%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.32%
New
37
Increased
138
Reduced
167
Closed
40
Calls
$2.49M
Puts
$468K
Net Calls
+$2.02M
Net Calls Change
-$1.5M
Name Market Value Shares Shares
Change
Shares
Change %
PP
1
Prudential plc
United Kingdom
$681M 18,368,263 +1,386,515 +8%
MYLI
2
Meiji Yasuda Life Insurance
Japan
$267M 7,200,520
Bank of America
3
Bank of America
North Carolina
$147M 3,963,556 -1,701,570 -30%
LPL Financial
4
LPL Financial
California
$122M 3,289,283 -305,910 -9%
Morgan Stanley
5
Morgan Stanley
New York
$105M 2,830,808 -129,385 -4%
AOI
6
Auto-Owners Insurance
Michigan
$76.1M 2,050,000
FCB
7
First Command Bank
Texas
$65.8M 1,773,615 -338,440 -16%
FCFS
8
First Command Financial Services
Texas
$65.8M 1,773,615 -338,440 -16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$44.6M 1,201,732 +27,919 +2%
Wells Fargo
10
Wells Fargo
California
$34.5M 931,140 -420,540 -31%
AF
11
Allworth Financial
California
$33.3M 897,290 +164,032 +22%
VAS
12
Vestmark Advisory Solutions
Massachusetts
$31M 836,560 -320,733 -28%
UBS Group
13
UBS Group
Switzerland
$30.8M 831,499 -446,664 -35%
HWA
14
Heartwood Wealth Advisors
Virginia
$24.3M 655,958 +8,332 +1%
Ameriprise
15
Ameriprise
Minnesota
$18.3M 493,224 -73,728 -13%
Osaic Holdings
16
Osaic Holdings
Arizona
$16.3M 440,621 -829,126 -65%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$15.9M 428,212 +12,954 +3%
SAS
18
Sage Advisory Services
Texas
$15.5M 418,151 +14,497 +4%
Goldman Sachs
19
Goldman Sachs
New York
$14.9M 401,666 -142,947 -26%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.8M 399,222 +35,404 +10%
PI
21
PFS Investments
Georgia
$14.4M 388,840 -4,402 -1%
SPIA
22
Strategic Point Investment Advisors
Rhode Island
$14.3M 386,712 -2,825 -0.7%
PAG
23
Private Advisor Group
New Jersey
$14.2M 383,494 +75,282 +24%
BW
24
BIP Wealth
Georgia
$13.3M 359,808 +2,405 +0.7%
AllianceBernstein
25
AllianceBernstein
Tennessee
$13.1M 352,551 +61,234 +21%