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SPDR S&P Dividend ETF

1,117 hedge funds and large institutions have $9.68B invested in SPDR S&P Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 299 increasing their positions, 470 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
+70
Holders Change %
+6.69%
% of All Funds
16.38%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.78%
New
140
Increased
299
Reduced
470
Closed
51
Calls
$10.3M
Puts
$8.54M
Net Calls
+$1.79M
Net Calls Change
-$5.39M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
1001
Armor Investment Advisors
North Carolina
$94.1K +$94.1K +753 New
TSWM
1002
Tyler-Stone Wealth Management
Ohio
$93K +$6.62K +53 +8%
AWM
1003
Activest Wealth Management
Florida
$89.6K -$375 -3 -0.4%
AIM
1004
Anchor Investment Management
South Carolina
$88.2K
AWM
1005
Abound Wealth Management
Tennessee
$86.9K +$625 +5 +0.7%
M
1006
MOTCO
Texas
$86K -$60.6K -485 -41%
GA
1007
GoalVest Advisory
New York
$85.6K
DAM
1008
Delta Asset Management
Tennessee
$85.5K
SWS
1009
SYSTM Wealth Solutions
Illinois
$77.1K +$77.1K +617 New
AWA
1010
Alaska Wealth Advisors
Alaska
$75.6K
JFGIW
1011
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$75K
BCA
1012
Bray Capital Advisors
Florida
$75K
TCPG
1013
Trivant Custom Portfolio Group
California
$75K
AW
1014
Avion Wealth
Texas
$74K +$9.5K +76 +15%
GBT
1015
Grove Bank & Trust
Florida
$72.7K
RG
1016
Retirement Group
California
$72.1K -$385K -3,084 -84%
BHWM
1017
Beaird Harris Wealth Management
Texas
$70.2K
SC
1018
Stephens Consulting
Michigan
$68.5K +$500 +4 +0.7%
CWM
1019
Compass Wealth Management
Connecticut
$66.2K
CCM
1020
Chilton Capital Management
Texas
$65.4K +$65.4K +523 New
TAM
1021
Tucker Asset Management
Colorado
$65K
AA
1022
Addison Advisors
Vermont
$64.7K
PSB
1023
Piscataqua Savings Bank
New Hampshire
$64.4K
PA
1024
Pineridge Advisors
Missouri
$63.2K +$63.2K +506 New
AIM
1025
Arcadia Investment Management
Michigan
$63.2K