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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 %
OIA
651
Optimum Investment Advisors
Illinois
$283K -$74.1K -627 -21%
MPW
652
Monterey Private Wealth
California
$283K -$25.8K -211 -8%
MIM
653
MTM Investment Management
South Carolina
$283K -$23.5K -199 -8%
RA
654
RFG Advisory
Alabama
$279K -$5.32K -45 -2%
PL
655
Plancorp LLC
Missouri
$279K +$1.42K +12 +0.5%
GTAM
656
Global Trust Asset Management
Florida
$278K -$1.06K -9 -0.4%
AWM
657
Avior Wealth Management
Nebraska
$276K -$48.2K -410 -15%
MCA
658
Magnolia Capital Advisors
Mississippi
$276K -$31.9K -271 -10%
BONST
659
Bank of Nova Scotia Trust
Ontario, Canada
$276K -$118 -1 -0%
BMM
660
Buffington Mohr McNeal
Idaho
$274K
CG
661
Corundum Group
Colorado
$273K
PP
662
Professional Planning
California
$273K +$5.18K +44 +2%
SIC
663
Salem Investment Counselors
North Carolina
$272K +$7.08K +60 +3%
BCP
664
Berkeley Capital Partners
Georgia
$269K -$826 -7 -0.3%
HCM
665
Howland Capital Management
Massachusetts
$268K
TWM
666
Titus Wealth Management
California
$267K +$472 +4 +0.2%
GC
667
Grimes & Company
Massachusetts
$267K +$30.6K +260 +13%
SDWIA
668
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$266K
BCA
669
Bay Colony Advisors
Massachusetts
$265K +$265K +2,246 New
CBT
670
Capital Bank & Trust
California
$264K -$10.7K -91 -4%
FB
671
Fulton Bank
Pennsylvania
$264K
FFG
672
Ford Financial Group
California
$264K +$1.77K +15 +0.7%
RCA
673
Ranch Capital Advisors
Florida
$262K -$8.85K -75 -3%
BFG
674
Berger Financial Group
Minnesota
$262K +$3.42K +29 +1%
BC
675
Burney Company
Virginia
$262K +$27K +229 +11%