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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 %
JIR
551
James Investment Research
Ohio
$431K -$43.7K -370 -9%
RPC
552
Rossmore Private Capital
Connecticut
$431K
WSTAM
553
Wilbanks Smith & Thomas Asset Management
Virginia
$429K -$20.9K -177 -5%
VFA
554
Valeo Financial Advisors
Indiana
$424K +$90.8K +769 +27%
CFG
555
Citizens Financial Group
Rhode Island
$418K -$102K -861 -20%
CFA
556
Carroll Financial Associates
North Carolina
$418K -$2.12K -18 -0.5%
UWPG
557
Ullmann Wealth Partners Group
Florida
$418K
HIP
558
HUB Investment Partners
Texas
$412K +$6.6K +56 +2%
FANJ
559
Financial Architects (New Jersey)
New Jersey
$412K +$6.72K +57 +2%
MFA
560
Mayflower Financial Advisors
Massachusetts
$411K +$4.84K +41 +1%
YIA
561
YHB Investment Advisors
Connecticut
$410K +$32.2K +265 +9%
IWP
562
Icon Wealth Partners
Texas
$407K +$407K +3,449 New
WP
563
WealthShield Partners
North Carolina
$404K -$695K -5,895 -63%
LWA
564
Lenox Wealth Advisors
New York
$404K -$68.7K -582 -15%
HA
565
Harfst & Associates
Wyoming
$404K
EWM
566
Empirical Wealth Management
Washington
$404K +$177K +1,500 +78%
MWM
567
Modera Wealth Management
New Jersey
$403K -$19.2K -163 -5%
WCFA
568
Walkner Condon Financial Advisors
Wisconsin
$401K
EW
569
Evoke Wealth
California
$400K
CCT
570
Chemung Canal Trust
New York
$398K
SFP
571
Strategic Financial Partners
Oregon
$397K -$128K -1,083 -24%
BDF
572
Balasa Dinverno & Foltz
$397K -$5.19K -44 -1%
DFA
573
DHJJ Financial Advisors
Illinois
$397K +$708 +6 +0.2%
SCA
574
Stonebridge Capital Advisors
Minnesota
$393K +$94.4K +800 +32%
PWLP
575
Prio Wealth Limited Partnership
Massachusetts
$392K