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SPDR S&P Dividend ETF

861 hedge funds and large institutions have $6.97B invested in SPDR S&P Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 278 increasing their positions, 282 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
+85
Holders Change %
+10.95%
% of All Funds
15.28%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.83%
New
139
Increased
278
Reduced
282
Closed
36
Calls
$8.01M
Puts
$8.8M
Net Calls
-$789K
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
151
Aries Wealth Management
Maine
$4.8M +$31K +285 +0.7%
MCC
152
Money Concepts Capital
Florida
$4.76M +$4.76M +44,971 New
VWM
153
Valley Wealth Managers
New Jersey
$4.72M +$493K +4,650 +12%
AAS
154
Avantax Advisory Services
Texas
$4.71M -$7.47M -70,422 -61%
LNB
155
Ledyard National Bank
$4.46M -$629K -5,937 -12%
AFG
156
Albion Financial Group
Utah
$4.41M -$169K -1,591 -4%
NFP
157
Novak Financial Planning
Maryland
$4.3M +$4.3M +40,591 New
FHA
158
First Horizon Advisors
Tennessee
$4.3M -$27.9K -263 -0.6%
RPWA
159
Regent Peak Wealth Advisors
Georgia
$4.26M -$191K -1,800 -4%
PA
160
PSI Advisors
Florida
$4.2M -$573K -5,410 -12%
Jane Street
161
Jane Street
New York
$4.18M +$3.17M +29,907 +314%
IWC
162
Integrated Wealth Concepts
Massachusetts
$4.17M +$2.45M +23,126 +142%
PWA
163
Providence Wealth Advisors
Illinois
$4.11M -$19.2K -182 -0.5%
PD
164
Planning Directions
Pennsylvania
$4.07M +$39.3K +371 +1%
HCM
165
Hollencrest Capital Management
California
$4M
DC
166
Derby & Company
Massachusetts
$3.97M +$41.8K +395 +1%
LF
167
LifeSteps Financial
California
$3.96M -$169K -1,597 -4%
FWM
168
FSA Wealth Management
Massachusetts
$3.95M -$197K -1,858 -5%
FCM
169
Firestone Capital Management
Florida
$3.91M -$21.6K -204 -0.5%
KWM
170
Kingsview Wealth Management
Oregon
$3.91M +$166K +1,566 +4%
BFPW
171
BOK Financial Private Wealth
Colorado
$3.9M -$2.77M -26,156 -42%
HCIA
172
Hochman Cole Investment Advisors
Illinois
$3.9M -$921K -8,693 -19%
SFWC
173
Strategic Family Wealth Counselors
New Jersey
$3.76M -$2.97K -28 -0.1%
JCM
174
Janney Capital Management
Pennsylvania
$3.73M +$3.73M +35,239 New
MAM
175
Madison Asset Management
Wisconsin
$3.72M +$115K +1,086 +3%