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SPDR S&P Dividend ETF

1,047 hedge funds and large institutions have $8.77B invested in SPDR S&P Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 338 increasing their positions, 414 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
0.83%
New
38
Increased
338
Reduced
414
Closed
68
Calls
$14.8M
Puts
$7.65M
Net Calls
+$7.18M
Net Calls Change
-$5.36M
Name Holding Trade Value Shares
Change
Shares
Change %
KWMG
701
King Wealth Management Group
Florida
$370K +$65.5K +569 +22%
HBW
702
Hazlett, Burt & Watson
West Virginia
$370K +$97.5K +846 +36%
CWM
703
Curi Wealth Management
North Carolina
$370K -$8.63K -75 -2%
CPIG
704
Chicago Partners Investment Group
Illinois
$370K +$3.77K +34 +1%
UL
705
Unionview LLC
Washington
$370K +$2.42K +21 +0.7%
KOMWMG
706
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$366K +$2.42K +21 +0.7%
PP
707
Patten & Patten
Tennessee
$366K
SAM
708
Sequent Asset Management
Texas
$364K
VF
709
VitalStone Financial
Texas
$364K -$277K -2,428 -43%
AQR Capital Management
710
AQR Capital Management
Connecticut
$362K +$362K +3,147 New
SHWM
711
Smith & Howard Wealth Management
Georgia
$360K -$53.9K -469 -13%
C
712
Certuity
Florida
$358K
IFAM
713
Institutional & Family Asset Management
Colorado
$357K
NAM
714
NTV Asset Management
West Virginia
$357K
PWLP
715
Prio Wealth Limited Partnership
Massachusetts
$355K
CFG
716
Citizens Financial Group
Rhode Island
$355K -$5.82M -50,599 -94%
FA
717
Fiduciary Alliance
South Carolina
$354K +$77.9K +677 +28%
RWA
718
River Wealth Advisors
Pennsylvania
$354K -$73.1K -636 -17%
H
719
HoyleCohen
California
$354K +$5.75K +50 +2%
CAM
720
Covenant Asset Management
New Jersey
$351K
CFGSD
721
Compass Financial Group (South Dakota)
South Dakota
$351K +$1.27K +11 +0.4%
HA
722
Harfst & Associates
Wyoming
$350K
LIM
723
Loudon Investment Management
New Hampshire
$350K
BCA
724
Bay Colony Advisors
Massachusetts
$350K -$12.3K -107 -3%
RWP
725
RWA Wealth Partners
Massachusetts
$349K +$13.9K +121 +4%