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SPDR S&P Dividend ETF

1,117 hedge funds and large institutions have $9.68B invested in SPDR S&P Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 299 increasing their positions, 470 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
+70
Holders Change %
+6.69%
% of All Funds
16.38%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.78%
New
140
Increased
299
Reduced
470
Closed
51
Calls
$10.3M
Puts
$8.54M
Net Calls
+$1.79M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Shares
Change %
MBTD
226
Mechanics Bank - Trust Department
California
$3.78M +$26.9K +215 +0.7%
E
227
ETFidea
New York
$3.71M -$611K -4,892 -14%
LAM
228
Lewis Asset Management
California
$3.67M +$3.67M +29,343 New
MSAM
229
Moloney Securities Asset Management
Missouri
$3.67M +$18.6K +149 +0.5%
SIG
230
Stonegate Investment Group
Alabama
$3.64M -$305K -2,441 -8%
CAM
231
Cresset Asset Management
Illinois
$3.63M -$267K -2,136 -7%
MA
232
MAS Advisors
Florida
$3.6M +$237K +1,895 +7%
IWC
233
Integrated Wealth Concepts
Massachusetts
$3.46M -$1.04M -8,348 -23%
Jane Street
234
Jane Street
New York
$3.37M +$9.75K +78 +0.3%
JIC
235
Johnson Investment Counsel
Ohio
$3.36M -$51.1K -409 -1%
NRI
236
NFP Retirement Inc
California
$3.33M -$222K -1,773 -6%
DBIA
237
Dumont & Blake Investment Advisors
New Jersey
$3.32M -$15.5K -124 -0.5%
NW
238
NewEdge Wealth
Pennsylvania
$3.32M +$362K +2,896 +12%
MAWCM
239
Mine & Arao Wealth Creation & Management
California
$3.3M +$199K +1,589 +6%
BPWM
240
Badgley Phelps Wealth Managers
Washington
$3.28M -$96.1K -769 -3%
FTS
241
Fifth Third Securities
Ohio
$3.27M +$92.7K +742 +3%
PWM
242
Perigon Wealth Management
California
$3.27M +$803K +6,424 +33%
AMG
243
Asset Management Group
Connecticut
$3.25M -$4.25K -34 -0.1%
SMFG
244
Sumitomo Mitsui Financial Group
Japan
$3.22M -$75.6K -605 -2%
LSA
245
Lansing Street Advisors
Pennsylvania
$3.18M +$3.18M +25,479 New
EWA
246
EverSource Wealth Advisors
Alabama
$3.16M -$286K -2,292 -8%
LA
247
Legacy Advisors
Pennsylvania
$3.15M
FWM
248
FSA Wealth Management
Massachusetts
$3.11M -$26.1K -209 -0.8%
FNBT
249
FineMark National Bank & Trust
Florida
$3.08M -$26.5K -212 -0.9%
CST
250
Charles Schwab Trust
Nevada
$3.07M +$1.2M +9,587 +64%