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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 %
VL
1026
Vima LLC
Michigan
$63K +$63K +504 New
TCA
1027
Trifecta Capital Advisors
Illinois
$62.5K
CP
1028
Castleview Partners
Texas
$60.1K +$39.3K +314 +188%
CSWM
1029
Cassady Schiller Wealth Management
Ohio
$59.6K
CT
1030
Clearstead Trust
Maine
$59.4K -$75K -600 -56%
MSFP
1031
Mark Sheptoff Financial Planning
Connecticut
$59.4K
MWM
1032
MGB Wealth Management
Texas
$55.6K +$55.6K +445 New
BCM
1033
Bourgeon Capital Management
Connecticut
$54.5K
MHR
1034
Matthew Hamilton Rosenberg
$54.1K
SC
1035
SouthState Corp
Florida
$53.7K -$100K -800 -65%
FIM
1036
FWL Investment Management
Texas
$53.1K -$8.37K -67 -14%
WOC
1037
West Oak Capital
California
$53K +$53K +425 New
CTC
1038
Cetera Trust Company
Minnesota
$51.7K +$51.7K +414 New
Simplex Trading
1039
Simplex Trading
Illinois
$51K -$80.1K -653 -61%
FCA
1040
FinTrust Capital Advisors
South Carolina
$47.5K -$11.1K -89 -19%
MSG
1041
Main Street Group
Virginia
$47K +$47K +376 New
FCMT
1042
Founders Capital Management (Texas)
Texas
$45K
SAM
1043
Smartleaf Asset Management
Massachusetts
$44.7K +$44.7K +357 New
MFA
1044
Morling Financial Advisors
California
$44.1K -$15.1K -121 -26%
BFO
1045
Biltmore Family Office
North Carolina
$43.7K
BFS
1046
Bare Financial Services
Pennsylvania
$42.7K +$42.7K +342 New
CSB
1047
City State Bank
Iowa
$42K
AA
1048
AlphaMark Advisors
Kentucky
$42K
CPA
1049
Cardiff Park Advisors
California
$41K
EWM
1050
Evermay Wealth Management
Virginia
$40.7K