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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 %
KWMG
601
King Wealth Management Group
Florida
$346K -$10.3K -87 -3%
WOSD
602
WFA of San Diego
California
$346K +$346K +2,930 New
RWP
603
Ridgecrest Wealth Partners
California
$344K +$344K +2,914 New
SAM
604
Summit Asset Management
Tennessee
$341K
WIA
605
World Investment Advisors
California
$340K +$8.05K +64 +2%
MFGM
606
Marshall Financial Group (Maryland)
Maryland
$336K +$336K +2,846 New
BRWM
607
B. Riley Wealth Management
Tennessee
$334K +$83.9K +710 +34%
IIC
608
Integrated Investment Consultants
Michigan
$333K -$4.84K -41 -1%
RPG
609
Resource Planning Group
Georgia
$332K
WKWM
610
Walter & Keenan Wealth Management
Indiana
$331K
RSWM
611
Robertson Stephens Wealth Management
California
$330K
WT
612
Washington Trust
Rhode Island
$330K
FAG
613
Financial Advisory Group
Texas
$329K -$53.7K -455 -14%
LIA
614
LBMC Investment Advisors
Tennessee
$328K -$59.5K -504 -15%
IFO
615
Independent Family Office
New York
$326K -$647K -5,491 -67%
ATC
616
Adirondack Trust Company
New York
$325K +$11.8K +100 +4%
GF
617
Gries Financial
Ohio
$323K +$323K +2,570 New
QCG
618
Quadrant Capital Group
Ohio
$322K -$23.6K -200 -7%
BIM
619
Baldwin Investment Management
Pennsylvania
$319K +$20.7K +175 +7%
GC
620
Gratus Capital
Georgia
$318K -$12.4K -105 -4%
CPIG
621
Chicago Partners Investment Group
Illinois
$316K
FFA
622
First Foundation Advisors
California
$316K
AWAP
623
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$315K -$20.9K -177 -6%
IFAM
624
Institutional & Family Asset Management
Colorado
$315K +$472 +4 +0.1%
WMG
625
WESCAP Management Group
California
$313K