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SPDR S&P Dividend ETF

1,103 hedge funds and large institutions have $9.91B invested in SPDR S&P Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 360 increasing their positions, 380 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
-18
Holders Change %
-1.61%
% of All Funds
17.65%
Holding in Top 10
69
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.1%
New
83
Increased
360
Reduced
380
Closed
72
Calls
$17.7M
Puts
$6.26M
Net Calls
+$11.4M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Shares
Change %
ONB
676
Old National Bancorp
Indiana
$454K
EWM
677
EPG Wealth Management
Georgia
$452K +$1.61K +13 +0.4%
SPP
678
Single Point Partners
Massachusetts
$451K -$41.2K -333 -8%
ADL
679
Asset Dedication LLC
California
$451K
SHWM
680
Smith & Howard Wealth Management
Georgia
$450K +$158K +1,278 +54%
UWPG
681
Ullmann Wealth Partners Group
Florida
$447K +$2.72K +22 +0.6%
CI
682
Conning Inc
Connecticut
$442K
MPCG
683
Matrix Private Capital Group
New York
$442K
KIG
684
Kowal Investment Group
Wisconsin
$441K +$72.5K +586 +20%
ANBT
685
American National Bank & Trust
Texas
$433K
MWM
686
Modera Wealth Management
New Jersey
$431K -$43.4K -351 -9%
IC
687
IEQ Capital
California
$431K +$80.9K +654 +23%
LWM
688
LJI Wealth Management
Indiana
$431K +$495 +4 +0.1%
CDH
689
Charles D. Hyman
$431K
SWM
690
SeaCrest Wealth Management
New York
$430K -$100K -811 -19%
AWAU
691
Alliance Wealth Advisors (Utah)
Utah
$429K +$49K +396 +13%
BCWM
692
Bartlett & Co Wealth Management
Ohio
$427K
BC
693
Bartlett & Co
Ohio
$427K
BFO
694
Boston Family Office
Massachusetts
$426K -$1.73K -14 -0.4%
PO
695
Private Ocean
California
$425K +$51.7K +418 +14%
UL
696
Unionview LLC
Washington
$423K +$1.48K +12 +0.4%
SW
697
SkyOak Wealth
Michigan
$419K -$247 -2 -0.1%
IFAM
698
Institutional & Family Asset Management
Colorado
$419K +$495 +4 +0.1%
PFG
699
Pinnacle Financial Group
Illinois
$418K
WTA
700
Washington Trust Advisors
Massachusetts
$418K +$192K +1,555 +85%