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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 %
BA
726
Bristlecone Advisors
Washington
$210K -$34.7K -294 -14%
H
727
HoyleCohen
California
$210K +$210K +1,780 New
AF
728
Allworth Financial
California
$209K +$4.01K +34 +2%
APWM
729
Atlas Private Wealth Management
New York
$208K -$7.66K -65 -4%
BFA
730
Benedict Financial Advisors
Georgia
$208K +$208K +1,763 New
WI
731
Wintrust Investments
Illinois
$207K +$207K +1,750 New
TCBWMS
732
Texas Capital Bank Wealth Management Services
Texas
$206K +$206K +1,743 New
EP
733
EPIQ Partners
Minnesota
$206K +$206K +1,745 New
HWA
734
Heartwood Wealth Advisors
Virginia
$205K -$54.7K -464 -21%
RE
735
RBC Europe
United Kingdom
$204K
RC
736
Roundview Capital
New Jersey
$204K +$204K +1,729 New
KCM
737
Kathmere Capital Management
Pennsylvania
$203K
GC
738
Gibson Capital
Pennsylvania
$203K +$203K +1,725 New
CAM
739
Crestone Asset Management
Colorado
$202K +$202K +1,709 New
AWE
740
Avidian Wealth Enterprises
Texas
$202K +$202K +1,711 New
WCAMG
741
Woodard & Company Asset Management Group
North Carolina
$201K
TNBTD
742
Trustmark National Bank Trust Department
Mississippi
$201K +$201K +1,704 New
FT
743
Fiduciary Trust
Massachusetts
$200K +$200K +1,700 New
CFB
744
Cullen/Frost Bankers
Texas
$199K
SNT
745
Security National Trust
West Virginia
$198K +$14.7K +125 +8%
TWM
746
Tradition Wealth Management
Minnesota
$197K
CFFP
747
Center for Financial Planning
Michigan
$185K +$116K +978 +167%
FFA
748
Founders Financial Alliance
North Carolina
$183K
TAM
749
Townsend Asset Management
North Carolina
$181K +$946 +8 +0.5%
RWB
750
RMR Wealth Builders
New Jersey
$178K +$137K +1,158 +331%