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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 %
SCA
251
Snowden Capital Advisors
New York
$3.06M +$680K +5,442 +29%
RWMG
252
Redwood Wealth Management Group
New Jersey
$3.05M -$178K -1,425 -6%
PFS
253
Prospera Financial Services
Texas
$3.04M +$29.2K +234 +1%
SCM
254
Sage Capital Management
New Jersey
$3.02M +$3.02M +24,201 New
AF
255
Allworth Financial
California
$3.01M -$395K -3,164 -12%
HWA
256
Hillcrest Wealth Advisors
New Jersey
$2.96M
Legacy Financial Group (Iowa)
257
Legacy Financial Group (Iowa)
Iowa
$2.94M -$47.1M -377,201 -94%
VWA
258
Visionary Wealth Advisors
Illinois
$2.92M -$764K -6,113 -21%
BRWA
259
B. Riley Wealth Advisors
Florida
$2.92M -$133K -1,068 -4%
VAG
260
VisionPoint Advisory Group
Texas
$2.91M +$200K +1,597 +7%
WF
261
Welch & Forbes
Massachusetts
$2.89M -$103K -822 -3%
NDSI
262
Newman Dignan & Sheerar Inc
Rhode Island
$2.86M -$510K -4,084 -15%
IP
263
Investment Partners
Ohio
$2.84M +$1.38K +11 +0%
TFCP
264
Twin Focus Capital Partners
Massachusetts
$2.82M -$237K -1,900 -8%
KPWS
265
Kestra Private Wealth Services
Texas
$2.81M +$19.1K +153 +0.7%
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$2.78M -$3.1M -24,824 -53%
MA
267
Montag & Associates
Georgia
$2.75M +$5K +40 +0.2%
RIA
268
Retirement Investment Advisors
Oklahoma
$2.75M -$2.61M -20,858 -49%
IF
269
Intrua Financial
Texas
$2.73M -$426K -3,409 -13%
TWC
270
TD Waterhouse Canada
Ontario, Canada
$2.72M +$8.69K +66 +0.3%
Mirae Asset Global Investments
271
Mirae Asset Global Investments
South Korea
$2.69M -$125K -1,000 -4%
ATC
272
Argent Trust Co
Tennessee
$2.68M +$62.5K +500 +2%
RWIA
273
Roger Wittlin Investment Advisory
California
$2.68M -$34.4K -275 -1%
NF
274
Nvest Financial
New Hampshire
$2.67M -$1.61M -12,917 -38%
CIC
275
Carnegie Investment Counsel
Ohio
$2.67M -$47.6K -381 -2%