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SPDR S&P Dividend ETF

861 hedge funds and large institutions have $6.97B invested in SPDR S&P Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 278 increasing their positions, 282 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
+85
Holders Change %
+10.95%
% of All Funds
15.28%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.83%
New
139
Increased
278
Reduced
282
Closed
36
Calls
$8.01M
Puts
$8.8M
Net Calls
-$789K
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
701
Perigon Wealth Management
California
$202K +$202K +1,908 New
APWM
702
Atlas Private Wealth Management
New York
$194K -$23.4K -221 -11%
EP
703
Eudaimonia Partners
Tennessee
$193K -$8.25K -78 -4%
HR
704
Howe & Rusling
New York
$192K -$4.65K -44 -2%
NL
705
NVWM LLC
Pennsylvania
$190K -$179K -1,693 -49%
AF
706
Allworth Financial
California
$184K +$1.27K +12 +0.7%
RE
707
RBC Europe
United Kingdom
$183K -$10.6K -100 -5%
KCM
708
Kathmere Capital Management
Pennsylvania
$182K -$27.4K -259 -13%
WCAMG
709
Woodard & Company Asset Management Group
North Carolina
$181K
CFB
710
Cullen/Frost Bankers
Texas
$178K
TWM
711
Tradition Wealth Management
Minnesota
$177K +$177K +1,668 New
CCC
712
Crescent Capital Consulting
Louisiana
$176K +$176K +1,667 New
SNT
713
Security National Trust
West Virginia
$165K -$5.31K -50 -3%
CIA
714
Choate Investment Advisors
Massachusetts
$163K
TAM
715
Townsend Asset Management
North Carolina
$161K -$24K -227 -13%
JFGIW
716
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$158K +$87.8K +828 +125%
FFA
717
Founders Financial Alliance
North Carolina
$156K
EW
718
Element Wealth
Mississippi
$156K +$156K +1,473 New
CHC
719
City Holding Co
West Virginia
$155K +$18.9K +178 +14%
WFA
720
WestHill Financial Advisors
California
$154K +$154K +1,452 New
GFP
721
Gryphon Financial Partners
Ohio
$154K +$154K +1,455 New
OPW
722
Oxler Private Wealth
New York
$146K +$146K +1,385 New
CWC
723
Carolinas Wealth Consulting
North Carolina
$141K +$13.3K +125 +10%
First Manhattan
724
First Manhattan
New York
$140K
PO
725
Private Ocean
California
$138K -$16.1K -152 -10%