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SPDR S&P Dividend ETF

894 hedge funds and large institutions have $7.49B invested in SPDR S&P Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 343 increasing their positions, 254 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+20
Holders Change %
+2.29%
% of All Funds
15.61%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
0.8%
New
79
Increased
343
Reduced
254
Closed
44
Calls
$7.41M
Puts
$4.46M
Net Calls
+$2.95M
Net Calls Change
+$3.01M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
151
Peterson Wealth Management
Nevada
$5.78M +$30.7K +251 +0.5%
AMM
152
American Money Management
California
$5.78M -$362K -2,961 -6%
TPW
153
TL Private Wealth
Texas
$5.77M +$18.7K +153 +0.3%
BWFA
154
Baltimore-Washington Financial Advisors
Maryland
$5.6M +$38.9K +318 +0.7%
AAS
155
Avantax Advisory Services
Texas
$5.6M -$137K -1,121 -2%
WTC
156
WhitTier Trust Company
Nevada
$5.52M -$346K -2,833 -6%
AWM
157
Aries Wealth Management
Maine
$5.34M +$50.1K +410 +0.9%
GT
158
Greenleaf Trust
Michigan
$5.29M +$958K +7,836 +22%
FHA
159
First Horizon Advisors
Tennessee
$5.25M +$258K +2,108 +5%
RPWA
160
Regent Peak Wealth Advisors
Georgia
$5.18M -$84.5K -686 -2%
AFG
161
Albion Financial Group
Utah
$5.15M +$5.15M +42,125 New
GM
162
GeoWealth Management
Illinois
$5.13M +$650K +5,321 +15%
NL
163
NWAM LLC
Washington
$5.07M +$727K +5,949 +17%
PWA
164
Providence Wealth Advisors
Illinois
$5.06M +$259K +2,119 +5%
IWC
165
Integrated Wealth Concepts
Massachusetts
$4.97M -$4.77K -39 -0.1%
DC
166
Derby & Company
Massachusetts
$4.87M +$117K +957 +2%
PD
167
Planning Directions
Pennsylvania
$4.83M +$15.7K +128 +0.3%
PWW
168
Pettyjohn Wood & White
Virginia
$4.83M +$180K +1,470 +4%
NFP
169
Novak Financial Planning
Maryland
$4.81M -$110K -902 -2%
HCIA
170
Hochman Cole Investment Advisors
Illinois
$4.6M -$15.5K -127 -0.3%
22CM
171
20/20 Capital Management
California
$4.58M +$592K +4,844 +15%
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$4.55M +$431K +3,525 +10%
SMFG
173
Sumitomo Mitsui Financial Group
Japan
$4.53M +$1.08M +8,791 +31%
GL
174
Graypoint LLC
New York
$4.49M +$1.08M +8,847 +32%
CWM
175
Cornerstone Wealth Management
Missouri
$4.45M +$381K +3,114 +9%