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SPDR S&P Dividend ETF

1,103 hedge funds and large institutions have $9.91B invested in SPDR S&P Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 360 increasing their positions, 380 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
-18
Holders Change %
-1.61%
% of All Funds
17.65%
Holding in Top 10
69
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.1%
New
83
Increased
360
Reduced
380
Closed
72
Calls
$17.7M
Puts
$6.26M
Net Calls
+$11.4M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Shares
Change %
VCP
726
Vista Capital Partners
Oregon
$378K -$26.4K -213 -7%
HA
727
Harfst & Associates
Wyoming
$377K
LIM
728
Loudon Investment Management
New Hampshire
$376K -$25K -202 -6%
HF
729
Halpern Financial
Virginia
$375K -$1.02M -8,275 -73%
H
730
HoyleCohen
California
$374K
VNA
731
Valley National Advisers
Pennsylvania
$373K -$6.73K -54 -2%
PCA
732
Prosperity Capital Advisors
Ohio
$373K +$20.4K +165 +6%
WMG
733
WESCAP Management Group
California
$373K
LI
734
LMCG Investments
Massachusetts
$371K
MSFS
735
Main Street Financial Solutions
Pennsylvania
$371K +$34.9K +282 +10%
BFG
736
Berger Financial Group
Minnesota
$370K -$8.04K -65 -2%
CWA
737
Clarity Wealth Advisors
California
$369K
KCM
738
Kanawha Capital Management
Virginia
$368K
PWMG
739
Provence Wealth Management Group
California
$367K -$209K -1,690 -36%
FCA
740
FLC Capital Advisors
California
$366K
LWM
741
Laidlaw Wealth Management
New York
$365K
CA
742
CGN Advisors
Kansas
$364K -$52.2K -422 -13%
Principal Financial Group
743
Principal Financial Group
Iowa
$363K
SSB
744
Sandy Spring Bank
Maryland
$362K
LT
745
Legacy Trust
Michigan
$362K
MW
746
Marcum Wealth
Ohio
$360K -$195K -1,573 -35%
FG
747
Foster Group
Iowa
$359K
SIC
748
Shoker Investment Counsel
Ohio
$359K +$1.11K +9 +0.3%
SCM
749
Schnieders Capital Management
California
$358K
PWLP
750
Prio Wealth Limited Partnership
Massachusetts
$355K