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SPDR S&P Dividend ETF

874 hedge funds and large institutions have $7.13B invested in SPDR S&P Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 318 increasing their positions, 301 reducing their positions, and 60 closing their positions.

Holders
874
Holders Change
+13
Holders Change %
+1.51%
% of All Funds
15.39%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
83
Increased
318
Reduced
301
Closed
60
Calls
$6.7M
Puts
$6.76M
Net Calls
-$61K
Net Calls Change
+$728K
Name Market Value Shares Shares
Change
Shares
Change %
FA
151
FDx Advisors
Illinois
$5.59M 47,333 +1,116 +2%
PWM
152
Peterson Wealth Management
Nevada
$5.55M 46,989 +270 +0.6%
AAS
153
Avantax Advisory Services
Texas
$5.54M 46,935 +2,528 +6%
OC
154
Oppenheimer & Co
New York
$5.54M 46,919 +314 +0.7%
VWM
155
Valley Wealth Managers
New Jersey
$5.45M 46,177 +1,651 +4%
BWFA
156
Baltimore-Washington Financial Advisors
Maryland
$5.37M 45,518 -1,094 -2%
AWM
157
Aries Wealth Management
Maine
$5.2M 43,292 -823 -2%
RPWA
158
Regent Peak Wealth Advisors
Georgia
$5.05M 42,752 +2,531 +6%
FHA
159
First Horizon Advisors
Tennessee
$4.82M 40,802 +244 +0.6%
IWC
160
Integrated Wealth Concepts
Massachusetts
$4.8M 40,654 +1,277 +3%
NFP
161
Novak Financial Planning
Maryland
$4.75M 40,202 -389 -1%
PD
162
Planning Directions
Pennsylvania
$4.65M 39,381 +945 +2%
PWA
163
Providence Wealth Advisors
Illinois
$4.63M 39,198 +200 +0.5%
DC
164
Derby & Company
Massachusetts
$4.59M 38,893 +1,448 +4%
PWW
165
Pettyjohn Wood & White
Virginia
$4.49M 38,014 +15,450 +68%
HCIA
166
Hochman Cole Investment Advisors
Illinois
$4.46M 37,745 +942 +3%
NA
167
NewEdge Advisors
Louisiana
$4.33M 36,700 -9,772 -21%
GM
168
GeoWealth Management
Illinois
$4.33M 36,678 +7,982 +28%
SFWC
169
Strategic Family Wealth Counselors
New Jersey
$4.31M 36,505 +973 +3%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$4.31M 36,132 -252,898 -87%
FWM
171
FSA Wealth Management
Massachusetts
$4.3M 36,423 -847 -2%
LNB
172
Ledyard National Bank
$4.27M 36,197 -5,858 -14%
NL
173
NWAM LLC
Washington
$4.19M 35,527 +4,226 +14%
GT
174
Greenleaf Trust
Michigan
$4.18M 35,390 +425 +1%
FCM
175
Firestone Capital Management
Florida
$4.07M 34,468 -2,481 -7%