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SPDR S&P Dividend ETF

1,117 hedge funds and large institutions have $9.68B invested in SPDR S&P Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 299 increasing their positions, 470 reducing their positions, and 51 closing their positions.

Holders
1,117
Holders Change
+70
Holders Change %
+6.69%
% of All Funds
16.38%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.78%
New
140
Increased
299
Reduced
470
Closed
51
Calls
$10.3M
Puts
$8.54M
Net Calls
+$1.79M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
51
Scotia Capital
Ontario, Canada
$25.7M -$279K -2,234 -1%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$23.8M +$2.69M +21,531 +13%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$23.7M -$735K -5,885 -3%
UB
54
UMB Bank
Missouri
$23M -$2.99M -23,889 -12%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$22.5M -$1.67M -13,350 -7%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$22.3M +$244K +1,955 +1%
FAM
57
Flaharty Asset Management
Florida
$21.9M +$343K +2,742 +2%
KAS
58
Kestra Advisory Services
Texas
$21.8M -$95.6K -765 -0.4%
HNB
59
Huntington National Bank
Ohio
$21.3M -$19.8M
PMG
60
ProVise Management Group
Florida
$20.7M -$1.15M -9,206 -5%
CAL
61
Capital Advisors Ltd
Ohio
$20.7M -$825K -6,605 -4%
HP
62
Hyperion Partners
Pennsylvania
$20.4M +$183K +1,464 +0.9%
JGIA
63
Jackson Grant Investment Advisers
Connecticut
$20M -$223K -1,783 -1%
PAG
64
Private Advisor Group
New Jersey
$18.5M -$3.85M -30,794 -17%
TPCW
65
TD Private Client Wealth
New York
$18.4M -$1.33M -10,621 -7%
Comerica Bank
66
Comerica Bank
Texas
$18M -$976K -7,807 -5%
SPIA
67
Steward Partners Investment Advisory
New York
$17.7M +$735K +5,879 +4%
RBC
68
Roble Belko & Company
Pennsylvania
$17.4M +$428K +3,426 +3%
IWM
69
IHT Wealth Management
Illinois
$16.8M -$41.7K -334 -0.2%
AWS
70
Atria Wealth Solutions
New York
$16.5M -$42.6K -341 -0.3%
BF
71
BOK Financial
Oklahoma
$15.8M -$1.59M -12,689 -9%
FCI
72
Financial Counselors Inc
Kansas
$15.3M -$353K -2,827 -2%
ACM
73
Argent Capital Management
Missouri
$15.1M +$15.1M +121,163 New
BWFA
74
Baltimore-Washington Financial Advisors
Maryland
$14.8M -$3.55M -28,438 -19%
CFS
75
CRA Financial Services
New Jersey
$14.8M -$268K -2,147 -2%