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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 %
MHR
976
Matthew Hamilton Rosenberg
$49.8K
FAM
977
Family Asset Management
South Carolina
$49.5K
GWANC
978
Guardian Wealth Advisors (North Carolina)
North Carolina
$46.7K
GWSG
979
GPS Wealth Strategies Group
Colorado
$42.9K
AssetMark Inc
980
AssetMark Inc
California
$42.6K +$34.5K +300 +429%
FCMT
981
Founders Capital Management (Texas)
Texas
$41.4K
CJL
982
Cyrus J. Lawrence
New York
$41K
RA
983
Rise Advisors
New York
$40.3K +$230 +2 +0.6%
BFO
984
Biltmore Family Office
North Carolina
$40.3K -$4.03K -35 -9%
AA
985
AlphaMark Advisors
Kentucky
$39K
CSB
986
City State Bank
Iowa
$39K
RDIA
987
RE Dickinson Investment Advisors
Iowa
$38K
CPA
988
Cardiff Park Advisors
California
$37.7K +$11.5K +100 +44%
EWM
989
Evermay Wealth Management
Virginia
$37.5K
RFA
990
Resurgent Financial Advisors
Georgia
$37.1K
CPG
991
Cornerstone Planning Group
New Jersey
$36.3K +$115 +1 +0.3%
PFBT
992
Parkside Financial Bank & Trust
Missouri
$35.7K
OC
993
Oakworth Capital
Alabama
$35.2K
ME
994
McIlrath & Eck
Washington
$34.4K
OLVIG
995
Oliver Lagore Vanvalin Investment Group
Michigan
$34K
WFA
996
West Financial Advisors
Iowa
$33.8K
LOIP
997
Live Oak Investment Partners
Texas
$31.6K -$33.7K
PO
998
Private Ocean
California
$30.9K +$230 +2 +0.7%
PCM
999
Perritt Capital Management
Illinois
$30.6K -$9.21K -80 -23%
PP
1000
Pacifica Partners
Canada
$30.1K