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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 %
DAM
951
Delta Asset Management
Tennessee
$78.7K -$1.73K -15 -2%
IF
952
Integrity Financial
Wyoming
$76.6K +$76.6K +666 New
WTG
953
West Tower Group
Virginia
$72.7K +$36.9K +321 +103%
AWA
954
Alaska Wealth Advisors
Alaska
$69.6K
TCPG
955
Trivant Custom Portfolio Group
California
$69K
JFGIW
956
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69K
BCA
957
Bray Capital Advisors
Florida
$69K
CT
958
Colonial Trust
South Carolina
$67.9K -$1.73K -15 -2%
GBT
959
Grove Bank & Trust
Florida
$66.9K
BHWM
960
Beaird Harris Wealth Management
Texas
$64.6K
SC
961
Stephens Consulting
Michigan
$62.5K -$460 -4 -0.7%
CWM
962
Compass Wealth Management
Connecticut
$61K
TAM
963
Tucker Asset Management
Colorado
$59.8K
AA
964
Addison Advisors
Vermont
$59.6K
TCM
965
TD Capital Management
Tennessee
$59.6K -$35.9K -312 -38%
PSB
966
Piscataqua Savings Bank
New Hampshire
$59.2K
AW
967
Avion Wealth
Texas
$59K
AIM
968
Arcadia Investment Management
Michigan
$58.2K
TCA
969
Trifecta Capital Advisors
Illinois
$57.5K
FIM
970
FWL Investment Management
Texas
$56.6K +$56.6K +492 New
CSWM
971
Cassady Schiller Wealth Management
Ohio
$54.9K
MSFP
972
Mark Sheptoff Financial Planning
Connecticut
$54.6K
MFA
973
Morling Financial Advisors
California
$54.5K -$115 -1 -0.2%
FCA
974
FinTrust Capital Advisors
South Carolina
$53.9K +$41.7K +363 +342%
BCM
975
Bourgeon Capital Management
Connecticut
$50.1K