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SPDR S&P Dividend ETF

1,028 hedge funds and large institutions have $8.64B invested in SPDR S&P Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 403 increasing their positions, 274 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+38
Holders Change %
+3.84%
% of All Funds
16.27%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.78%
New
90
Increased
403
Reduced
274
Closed
41
Calls
$6.79M
Puts
$3.82M
Net Calls
+$2.97M
Net Calls Change
-$3.29M
Name Holding Trade Value Shares
Change
Shares
Change %
WCG
451
Weaver Consulting Group
California
$901K -$64K -500 -7%
CWM
452
Congress Wealth Management
Massachusetts
$900K -$428K -3,338 -32%
AP
453
Appleton Partners
Massachusetts
$900K -$2.56K -20 -0.3%
DSC
454
Duncker Streett & Co
Missouri
$897K -$325K -2,539 -27%
SG
455
StoneX Group
New York
$890K +$117K +910 +15%
FFP
456
Forbes Financial Planning
Rhode Island
$884K +$128 +1 +0%
HFS
457
Heritage Financial Services
Massachusetts
$883K -$10.9K -85 -1%
HWA
458
HHM Wealth Advisors
Tennessee
$883K
PFM
459
Phillips Financial Management
Indiana
$883K +$883K +6,893 New
AP
460
Adero Partners
California
$881K
FHC
461
First Heartland Consultants
Missouri
$860K +$136K +1,064 +19%
MRWM
462
ML&R Wealth Management
Texas
$858K
PPP
463
Private Portfolio Partners
New Jersey
$857K +$530K +4,139 +162%
KL
464
KWMG LLC
Kansas
$857K -$49.7K -388 -5%
RW
465
REDW Wealth
New Mexico
$854K
IWA
466
Intercontinental Wealth Advisors
Texas
$851K +$50.5K +394 +6%
SMC
467
Smith, Moore & Co
Missouri
$847K +$12.8K +100 +2%
CA
468
Cambridge Advisors
Nebraska
$844K
RCAG
469
Rehmann Capital Advisory Group
Michigan
$843K +$2.05K +16 +0.2%
SFG
470
SevenBridge Financial Group
Pennsylvania
$834K -$1.67K -13 -0.2%
EWM
471
Empirical Wealth Management
Washington
$833K +$20.5K +160 +3%
SCA
472
Sandy Cove Advisors
Massachusetts
$830K +$46.9K +366 +6%
CAN
473
Claraphi Advisory Network
United States
$830K +$260K +2,032 +46%
MWM
474
Mission Wealth Management
California
$827K
AW
475
ACG Wealth
Georgia
$823K -$2.69K -21 -0.3%