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SPDR S&P Dividend ETF

1,091 hedge funds and large institutions have $9.67B invested in SPDR S&P Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 319 increasing their positions, 430 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,091
Holders Change
-12
Holders Change %
-1.09%
% of All Funds
17.21%
Holding in Top 10
60
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.04%
% of All Funds
0.95%
New
61
Increased
319
Reduced
430
Closed
65
Calls
$17.1M
Puts
$4.6M
Net Calls
+$12.5M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
651
Tocqueville Asset Management
New York
$471K
SAM
652
Sawgrass Asset Management
Florida
$469K
MFG
653
Magnus Financial Group
New York
$469K -$3.07K -25 -0.6%
WCFA
654
Walkner Condon Financial Advisors
Wisconsin
$466K
MCCA
655
Mill Creek Capital Advisors
Pennsylvania
$465K +$123 +1 +0%
GAM
656
GEM Asset Management
Michigan
$465K +$465K +3,792 New
AIM
657
Acropolis Investment Management
Missouri
$464K
Empower Advisory Group
658
Empower Advisory Group
Colorado
$462K -$5.15K -42 -1%
WOSD
659
WFA of San Diego
California
$462K -$233K -1,900 -34%
GIA
660
Gladstone Institutional Advisory
Florida
$458K
SW
661
SkyOak Wealth
Michigan
$456K +$40.8K +333 +10%
HIA
662
HTG Investment Advisors
Connecticut
$456K -$14.8K -121 -3%
RWA
663
River Wealth Advisors
Pennsylvania
$455K -$16.9K -138 -4%
FANJ
664
Financial Architects (New Jersey)
New Jersey
$455K +$63.9K +521 +16%
KWM
665
Kingsview Wealth Management
Oregon
$451K +$60.4K +493 +15%
CAG
666
Csenge Advisory Group
Florida
$449K -$40.3K -329 -8%
BCWM
667
Bartlett & Co Wealth Management
Ohio
$448K +$24.5K +200 +6%
BC
668
Bartlett & Co
Ohio
$448K +$24.5K +200 +6%
ADL
669
Asset Dedication LLC
California
$446K
PWP
670
Perfromance Wealth Partners
Illinois
$446K -$15.8K -129 -3%
UWPG
671
Ullmann Wealth Partners Group
Florida
$445K +$2.94K +24 +0.7%
SHWM
672
Smith & Howard Wealth Management
Georgia
$441K -$4.29K -35 -1%
PMFA
673
Plante Moran Financial Advisors
Michigan
$441K -$54.3K -443 -11%
OCM
674
One Capital Management
California
$439K -$19.4M -157,881 -98%
CI
675
Conning Inc
Connecticut
$438K