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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 %
CSC
926
Caldwell Sutter Capital
California
$124K
CT
927
Clearstead Trust
Maine
$124K +$69K +600 +126%
Simplex Trading
928
Simplex Trading
Illinois
$122K +$41.2K +361 +51%
NIC
929
Northwest Investment Counselors
Oregon
$119K +$575 +5 +0.5%
NFSG
930
Newbridge Financial Services Group
Florida
$117K -$19.2K -167 -14%
CG
931
Cutler Group
California
$115K +$92K +800 +400%
CCP
932
Clarkston Capital Partners
Michigan
$112K +$20.1K +175 +22%
OA
933
Operose Advisors
Wisconsin
$111K +$42.4K +369 +62%
CFD
934
Creative Financial Designs
Indiana
$110K
PPWM
935
PFG Private Wealth Management
Florida
$109K -$8.97K -78 -8%
IWP
936
IAG Wealth Partners
Wisconsin
$103K
HWM
937
Horizons Wealth Management
North Carolina
$97.8K
FFA
938
Farther Finance Advisors
California
$96.9K +$345 +3 +0.4%
TIM
939
Tortoise Investment Management
New York
$94.1K
EDRH
940
Edmond de Rothschild Holding
Switzerland
$92K
OSAM
941
O'Shaughnessy Asset Management
Connecticut
$90.4K +$27.9K +243 +45%
HIA
942
Harbor Investment Advisory
Maryland
$89.8K +$41.7K +363 +87%
CNBTD
943
Citizens National Bank Trust Department
Mississippi
$89.4K
AWM
944
Activest Wealth Management
Florida
$82.8K +$82.8K +720 New
AIM
945
Anchor Investment Management
South Carolina
$81.2K +$69.7K +606 +606%
TWM
946
Tradition Wealth Management
Minnesota
$81K
BBHC
947
Brown Brothers Harriman & Co
New York
$80.9K -$34.5K -300 -30%
TSWM
948
Tyler-Stone Wealth Management
Ohio
$80K -$10.4K -90 -12%
AWM
949
Abound Wealth Management
Tennessee
$79.5K -$11.2K -97 -12%
GA
950
GoalVest Advisory
New York
$78.8K