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SPDR S&P Dividend ETF

1,121 hedge funds and large institutions have $11.6B invested in SPDR S&P Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 419 increasing their positions, 307 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+97
Holders Change %
+9.47%
% of All Funds
18.09%
Holding in Top 10
69
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.81%
% of All Funds
1.11%
New
160
Increased
419
Reduced
307
Closed
44
Calls
$13.8M
Puts
$25.3M
Net Calls
-$11.5M
Net Calls Change
+$488K
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
651
HBK Sorce Advisory
Pennsylvania
$547K +$210K +1,676 +62%
WPW
652
Waldron Private Wealth
Pennsylvania
$545K
GI
653
Gradient Investments
Minnesota
$544K -$2.88K -23 -0.5%
RSWM
654
Robertson Stephens Wealth Management
California
$544K
KFA
655
Kapstone Financial Advisors
Ohio
$540K +$540K +4,083 New
SWM
656
SeaCrest Wealth Management
New York
$536K +$6.26K +50 +1%
BCA
657
Bay Colony Advisors
Massachusetts
$536K -$15.9K -127 -3%
BWP
658
Baldwin Wealth Partners
Massachusetts
$534K +$534K +4,271 New
WCM
659
WealthBridge Capital Management
Ohio
$534K -$19.4K -155 -4%
BA
660
Baugh & Associates
Georgia
$534K
ZIC
661
ZWJ Investment Counsel
Georgia
$533K
CIAS
662
Capital Investment Advisory Services
North Carolina
$530K +$71.3K +570 +16%
MAA
663
Matrix Asset Advisors
New York
$522K
EWA
664
Exencial Wealth Advisors
Oklahoma
$520K -$145K -1,156 -22%
RPC
665
Rossmore Private Capital
Connecticut
$520K
RWA
666
River Wealth Advisors
Pennsylvania
$518K -$42.3K -338 -8%
DZ Bank
667
DZ Bank
Germany
$512K
IWA
668
Icon Wealth Advisors
Texas
$507K
EP
669
Eudaimonia Partners
Tennessee
$503K +$31.7K +253 +7%
PAS
670
Park Avenue Securities
New York
$503K -$13.4K -107 -3%
ICP
671
Interchange Capital Partners
Pennsylvania
$502K -$125K -1,000 -20%
CB
672
Commerce Bank
Missouri
$502K
CA
673
Continuum Advisory
Idaho
$502K -$344K -2,747 -41%
TCPWM
674
Traverso Chambers Private Wealth Management
California
$502K
GFPC
675
Global Financial Private Client
Florida
$500K