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SPDR S&P Dividend ETF

1,024 hedge funds and large institutions have $8.66B invested in SPDR S&P Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 436 increasing their positions, 253 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
17.71%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
1.11%
New
61
Increased
436
Reduced
253
Closed
57
Calls
$9.94M
Puts
$21.9M
Net Calls
-$12M
Net Calls Change
-$4.93M
Name Holding Trade Value Shares
Change
Shares
Change %
KWMG
751
King Wealth Management Group
Florida
$295K
SAM
752
Secure Asset Management
Michigan
$295K
BP
753
Broadleaf Partners
Ohio
$294K
HR
754
Howe & Rusling
New York
$294K +$54.9K +492 +23%
UL
755
Unionview LLC
Washington
$293K
CWS
756
Confluence Wealth Services
Pennsylvania
$287K -$16.8K -151 -6%
GF
757
Gries Financial
Ohio
$287K
ANHIM
758
Alan N. Hoffman Investment Management
Massachusetts
$286K
RBC
759
Romano Brothers & Co
Illinois
$286K +$286K +2,565 New
FFM
760
Forum Financial Management
Illinois
$285K -$5.68K -51 -2%
LSA
761
Lion Street Advisors
Texas
$285K
BCP
762
Blue Chip Partners
Michigan
$285K +$1.79K +16 +0.6%
SEP
763
Southland Equity Partners
Missouri
$284K
AWAP
764
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$284K -$25K -224 -8%
S
765
SignatureFD
Georgia
$284K +$2.45K +22 +0.9%
TA
766
TrueWealth Advisors
Alabama
$283K -$1.23K -11 -0.4%
CSIC
767
Clifford Swan Investment Counsel
California
$283K
PWM
768
Provident Wealth Management
Tennessee
$283K +$1.11K +10 +0.4%
SSB
769
Sandy Spring Bank
Maryland
$282K -$47.4K -425 -14%
HA
770
HC Advisors
Georgia
$281K +$1.78K +16 +0.6%
MSFS
771
Main Street Financial Solutions
Pennsylvania
$280K +$3.9K +35 +1%
EIA
772
Eldridge Investment Advisors
New Hampshire
$279K
Financial Engines Advisors
773
Financial Engines Advisors
California
$278K +$5.67K +51 +2%
IFWM
774
Institute for Wealth Management
Colorado
$275K -$9.25K -83 -3%
FB
775
Fulton Bank
Pennsylvania
$275K