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SPDR S&P Dividend ETF

861 hedge funds and large institutions have $6.97B invested in SPDR S&P Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 278 increasing their positions, 282 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
+85
Holders Change %
+10.95%
% of All Funds
15.28%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.83%
New
139
Increased
278
Reduced
282
Closed
36
Calls
$8.01M
Puts
$8.8M
Net Calls
-$789K
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
226
Montag & Associates
Georgia
$2.26M +$39K +368 +2%
MWA
227
Meridian Wealth Advisors
Texas
$2.25M +$265K +2,506 +13%
CA
228
Cetera Advisors
Colorado
$2.25M -$603K -5,694 -21%
AWM
229
Aberdeen Wealth Management
Illinois
$2.25M -$32.5K -307 -1%
Two Sigma Advisers
230
Two Sigma Advisers
New York
$2.25M +$848K +8,000 +61%
PBT
231
Pictet Bank & Trust
Bahamas
$2.24M -$115K -1,090 -5%
PWM
232
PRW Wealth Management
Massachusetts
$2.23M +$283K +2,667 +15%
NRI
233
NFP Retirement Inc
California
$2.23M +$45.3K +428 +2%
Millennium Management
234
Millennium Management
New York
$2.22M +$1.08M +10,192 +95%
PFS
235
Prospera Financial Services
Texas
$2.2M +$2.19M +20,614 +15,980%
BAM
236
Bruderman Asset Management
New York
$2.18M -$1.9M -17,967 -47%
TW
237
Transform Wealth
Colorado
$2.16M -$147K -1,387 -6%
NP
238
NorthRock Partners
Minnesota
$2.12M -$192K -1,815 -8%
SAS
239
Sanford Advisory Services
Michigan
$2.11M +$2.11M +19,951 New
PJB
240
Paul John Balson
California
$2.1M +$15K +142 +0.7%
BSW
241
Buckingham Strategic Wealth
Missouri
$2.09M +$190K +1,791 +10%
SMG
242
Smart Money Group
Texas
$2.07M -$92.1K -869 -4%
CAM
243
Cresset Asset Management
Illinois
$2.06M -$1.5M -14,161 -42%
FMN
244
Financial Management Network
California
$2.06M +$2.06M +18,747 New
CIC
245
Carnegie Investment Counsel
Ohio
$2.03M -$60.7K -573 -3%
MSWMA
246
Market Street Wealth Management Advisors
Indiana
$1.98M -$135K -1,274 -6%
KeyBank National Association
247
KeyBank National Association
Ohio
$1.97M -$23.3K -220 -1%
TCM
248
Tufton Capital Management
Maryland
$1.9M +$287K +2,713 +18%
CT
249
Coastline Trust
Rhode Island
$1.86M +$34.4K +325 +2%
NCM
250
Narwhal Capital Management
Georgia
$1.85M -$318K -3,000 -15%