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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 %
TLA
876
Tanglewood Legacy Advisors
Texas
$213K
PL
877
Plancorp LLC
Missouri
$213K +$1.38K +12 +0.7%
MPWT
878
MassMutual Private Wealth & Trust
Connecticut
$213K +$77.2K +671 +57%
FIB
879
First Interstate Bank
Montana
$212K
ZIM
880
Zacks Investment Management
Illinois
$211K +$345 +3 +0.2%
WIM
881
Warwick Investment Management
Texas
$211K
WFA
882
WestHill Financial Advisors
California
$210K
GGI
883
Godsey & Gibb Inc
Virginia
$209K +$920 +8 +0.4%
CCM
884
Condor Capital Management
New Jersey
$208K
QWM
885
Quaker Wealth Management
New Jersey
$208K
RA
886
Riverstone Advisors
Texas
$208K
SXL
887
Summit X LLC
Missouri
$207K -$38.1K -331 -16%
RDWM
888
Red Door Wealth Management
Tennessee
$206K
WMA
889
West Michigan Advisors
Michigan
$204K +$3.57K +31 +2%
CHC
890
City Holding Co
West Virginia
$204K -$10.7K -93 -5%
BSB
891
Bangor Savings Bank
Maine
$202K +$1.73K +15 +0.9%
WWM
892
Windsor Wealth Management
Indiana
$202K -$9.1K -79 -4%
AP
893
Atwood & Palmer
Missouri
$201K
RCA
894
Resonant Capital Advisors
Wisconsin
$201K
KAH
895
Kathryn A. Hall
$200K
WCAMG
896
Woodard & Company Asset Management Group
North Carolina
$196K
NL
897
NVWM LLC
Pennsylvania
$196K
QCG
898
Quadrant Capital Group
Ohio
$194K -$1.27K -11 -0.6%
CFFP
899
Center for Financial Planning
Michigan
$191K -$10.7K -93 -5%
NSIM
900
North Star Investment Management
Illinois
$191K