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SPDR S&P Dividend ETF

1,103 hedge funds and large institutions have $9.91B invested in SPDR S&P Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 360 increasing their positions, 380 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
-18
Holders Change %
-1.61%
% of All Funds
17.65%
Holding in Top 10
69
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.1%
New
83
Increased
360
Reduced
380
Closed
72
Calls
$17.7M
Puts
$6.26M
Net Calls
+$11.4M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RWIA
151
Roger Wittlin Investment Advisory
California
$7.97M +$81.9K +662 +1%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$7.95M -$347K -2,806 -4%
WIC
153
Whitegate Investment Counselors
New Hampshire
$7.93M +$2.72K +22 +0%
GSIAS
154
Garden State Investment Advisory Services
New Jersey
$7.91M -$1.12M -9,054 -12%
Deutsche Bank
155
Deutsche Bank
Germany
$7.9M -$377K -3,044 -5%
ST
156
Smithfield Trust
Pennsylvania
$7.8M +$261K +2,106 +3%
CCWA
157
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.69M +$247 +2 +0%
AWC
158
Adamsbrown Wealth Consultants
Kansas
$7.56M +$893K +7,215 +13%
BCM
159
Brookstone Capital Management
Illinois
$7.5M -$1.42M -11,414 -16%
CPFP
160
Clear Perspectives Financial Planning
Ohio
$7.31M -$184K -1,491 -2%
AAS
161
Ameritas Advisory Services
Nebraska
$7.27M -$2.12M -17,088 -23%
PCG
162
Prosperity Consulting Group
Maryland
$7.27M -$224K -1,810 -3%
PD
163
Planning Directions
Pennsylvania
$7.2M +$82.4K +666 +1%
WWM
164
Western Wealth Management
Colorado
$7.04M +$186K +1,507 +3%
JWWM
165
Johnson & White Wealth Management
Pennsylvania
$7.04M +$7.04M +56,872 New
SPC
166
Sigma Planning Corp
Michigan
$7M +$2.92M +23,604 +72%
ACI
167
Alpha Cubed Investments
California
$7M -$808K -6,535 -10%
CA
168
Cornerstone Advisory
Maryland
$6.99M +$33.2K +268 +0.5%
AMM
169
American Money Management
California
$6.9M +$216K +1,746 +3%
RFC
170
Regions Financial Corp
Alabama
$6.69M -$61.9K -500 -0.9%
MWA
171
Meridian Wealth Advisors
Texas
$6.69M -$1.09M -8,839 -14%
CFG
172
Citizens Financial Group
Rhode Island
$6.68M +$6.33M +51,134 +1,763%
1IA
173
1834 Investment Advisors
Wisconsin
$6.64M -$1.19M -9,582 -15%
FHA
174
Flagship Harbor Advisors
Massachusetts
$6.47M -$383K -3,096 -6%
PWAG
175
Polaris Wealth Advisory Group
California
$6.44M -$7.51M -60,669 -54%