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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 %
HIMC
701
Heritage Investors Management Corp
Maryland
$238K -$6.13K -52 -3%
PA
702
PFG Advisors
Arizona
$238K +$238K +2,020 New
CCFCSB
703
Cape Cod Five Cents Savings Bank
Massachusetts
$236K -$283K -2,400 -55%
VWM
704
Venturi Wealth Management
Texas
$236K
FA
705
Fagan Associates
New York
$234K +$234K +1,981 New
Financial Engines Advisors
706
Financial Engines Advisors
California
$230K +$230K +1,946 New
SW
707
StrongBox Wealth
Missouri
$229K
RCA
708
Resonant Capital Advisors
Wisconsin
$228K -$136K -1,155 -37%
GCP
709
Gill Capital Partners
Colorado
$228K +$118 +1 +0.1%
BFC
710
Bedel Financial Consulting
Indiana
$226K -$36.1K -306 -14%
CBTWT
711
Community Bank & Trust (Waco, Texas)
Texas
$226K
PWM
712
Perigon Wealth Management
California
$225K
IDBONY
713
Israel Discount Bank of New York
New York
$221K +$221K +1,875 New
BHB
714
Bank Hapoalim BM
Israel
$218K +$218K +1,844 New
LCM
715
LVM Capital Management
Michigan
$218K +$218K +1,845 New
VCA
716
Verdence Capital Advisors
Maryland
$218K +$218K +1,847 New
CSIA
717
Charles Schwab Investment Advisory
California
$218K +$218K +1,850 New
BFA
718
Beacon Financial Advisory
Ohio
$215K -$14.4K -122 -6%
HR
719
Howe & Rusling
New York
$215K +$472 +4 +0.2%
Cerity Partners
720
Cerity Partners
New York
$215K +$215K +1,821 New
QWM
721
Quaker Wealth Management
New Jersey
$214K +$214K +1,811 New
AWA
722
Arete Wealth Advisors
Illinois
$214K +$214K +1,816 New
WS
723
Wela Strategies
Georgia
$213K +$213K +1,809 New
NL
724
NVWM LLC
Pennsylvania
$212K
EP
725
Eudaimonia Partners
Tennessee
$211K -$4.25K -36 -2%