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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 %
LIA
951
Luken Investment Analytics
Tennessee
$159K
LFG
952
Larson Financial Group
Missouri
$157K +$32.8K +265 +26%
HDIM
953
Hanson & Doremus Investment Management
Vermont
$154K +$742 +6 +0.5%
IRAG
954
Investment Research & Advisory Group
Georgia
$152K
PB
955
Pinnacle Bancorp
Nebraska
$149K +$77.3K +625 +108%
BWM
956
BerganKDV Wealth Management
Minnesota
$138K
CIA
957
Choate Investment Advisors
Massachusetts
$134K
WP
958
WealthShield Partners
North Carolina
$132K +$132K +1,068 New
TWA
959
TCI Wealth Advisors
Arizona
$131K -$1.49K -12 -1%
HPC
960
HM Payson & Co
Maine
$130K
NIC
961
Northwest Investment Counselors
Oregon
$127K +$618 +5 +0.5%
PPWM
962
PFG Private Wealth Management
Florida
$127K +$8.66K +70 +7%
FFA
963
Farther Finance Advisors
California
$126K +$32.9K +266 +35%
BBHC
964
Brown Brothers Harriman & Co
New York
$124K
ACA
965
Aptus Capital Advisors
Alabama
$123K -$1.27M -10,243 -91%
CFD
966
Creative Financial Designs
Indiana
$119K -$8.78K -71 -7%
TF
967
TimeScale Financial
Massachusetts
$118K +$1.49K +12 +1%
CWC
968
Carolinas Wealth Consulting
North Carolina
$115K -$12.9K -104 -10%
AWM
969
Aspire Wealth Management
Massachusetts
$107K
BWA
970
BDO Wealth Advisors
Florida
$107K
HWM
971
Horizons Wealth Management
North Carolina
$105K
TCM
972
TD Capital Management
Tennessee
$102K +$46.3K +374 +83%
TIM
973
Tortoise Investment Management
New York
$101K
IWP
974
IAG Wealth Partners
Wisconsin
$101K
MPWT
975
MassMutual Private Wealth & Trust
Connecticut
$99.5K +$24.6K +199 +33%