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SPDR S&P Dividend ETF

874 hedge funds and large institutions have $7.13B invested in SPDR S&P Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 318 increasing their positions, 301 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+13
Holders Change %
+1.51%
% of All Funds
15.39%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
83
Increased
318
Reduced
301
Closed
60
Calls
$6.7M
Puts
$6.76M
Net Calls
-$61K
Net Calls Change
+$728K
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
451
Nadler Financial Group
Illinois
$726K +$1.53K +13 +0.2%
LIM
452
Loudon Investment Management
New Hampshire
$725K -$188K -1,595 -21%
CW
453
CreativeOne Wealth
Kansas
$724K -$22.9K -194 -3%
RA
454
Rodgers & Associates
Pennsylvania
$720K +$10.6K +90 +1%
CFO
455
Collective Family Office
Pennsylvania
$714K
AWA
456
Arkadios Wealth Advisors
Georgia
$712K +$346K +2,934 +95%
AP
457
Appleton Partners
Massachusetts
$709K -$2.36K -20 -0.3%
FCFC
458
First Commonwealth Financial Corp
Pennsylvania
$708K
UBG
459
United Bank (Georgia)
Georgia
$704K +$76.8K +651 +12%
IC
460
Intersect Capital
California
$701K -$14.5K -123 -2%
LSPW
461
Lake Street Private Wealth
Illinois
$698K
EWM
462
EPG Wealth Management
Georgia
$697K +$346K +2,932 +99%
PIM
463
Penobscot Investment Management
Massachusetts
$696K -$184K -1,560 -21%
SBSB
464
Sullivan, Bruyette, Speros & Blaney
Virginia
$694K -$15.7K -133 -2%
KAH
465
Kathryn A. Hall
$693K
WS
466
Wedbush Securities
California
$689K +$31.7K +269 +5%
Toronto Dominion Bank
467
Toronto Dominion Bank
Ontario, Canada
$685K
TCA
468
Transcend Capital Advisors
New Jersey
$673K +$236 +2 +0%
SMC
469
Smith, Moore & Co
Missouri
$672K +$230K +1,951 +52%
Bessemer Group
470
Bessemer Group
New Jersey
$669K +$299K +2,530 +81%
BWM
471
BigSur Wealth Management
Florida
$661K
RIM
472
Rockbridge Investment Management
New York
$658K
DT
473
Diversified Trust
Tennessee
$656K -$11K -93 -2%
GWS
474
Glassman Wealth Services
Virginia
$654K +$10.6K +90 +2%
PWG
475
Private Wealth Group
Florida
$654K +$408K +3,456 +166%