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SPDR S&P Dividend ETF

1,047 hedge funds and large institutions have $8.77B invested in SPDR S&P Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 338 increasing their positions, 414 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-44
Holders Change %
-4.03%
% of All Funds
16.69%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
0.83%
New
38
Increased
338
Reduced
414
Closed
68
Calls
$14.8M
Puts
$7.65M
Net Calls
+$7.18M
Net Calls Change
-$5.36M
Name Holding Trade Value Shares
Change
Shares
Change %
JWWM
151
Johnson & White Wealth Management
Pennsylvania
$6.54M +$97.4K +847 +2%
AAS
152
Ameritas Advisory Services
Nebraska
$6.43M +$2.71M +23,668 +73%
AFG
153
Albion Financial Group
Utah
$6.4M +$940K +8,171 +17%
PCG
154
Prosperity Consulting Group
Maryland
$6.39M -$319K -2,773 -5%
RFC
155
Regions Financial Corp
Alabama
$6.28M +$74.8K +650 +1%
FHA
156
Flagship Harbor Advisors
Massachusetts
$6.18M +$15.5K +135 +0.3%
Jones Financial Companies
157
Jones Financial Companies
Missouri
$6.13M -$348K -3,030 -5%
CWM
158
Cornerstone Wealth Management
Missouri
$5.96M +$67.3K +585 +1%
ACI
159
Alpha Cubed Investments
California
$5.94M -$329K -2,860 -5%
AGC
160
Aspen Grove Capital
Colorado
$5.89M
PC
161
Pecaut & Co
Iowa
$5.8M -$56K -487 -1%
1IA
162
1834 Investment Advisors
Wisconsin
$5.8M +$597K +5,188 +11%
SFWC
163
Strategic Family Wealth Counselors
New Jersey
$5.78M +$94.2K +819 +2%
PD
164
Planning Directions
Pennsylvania
$5.69M -$558K -4,850 -9%
CA
165
Cornerstone Advisory
Maryland
$5.66M -$772K -6,715 -12%
PCIA
166
Prime Capital Investment Advisors
Kansas
$5.63M +$33.8K +294 +0.6%
AWM
167
Aries Wealth Management
Maine
$5.58M +$111K +968 +2%
OC
168
Oppenheimer & Co
New York
$5.57M +$17.3K +150 +0.3%
SDAM
169
Shulman DeMeo Asset Management
New York
$5.53M -$22.5K -196 -0.4%
GL
170
Graypoint LLC
New York
$5.53M -$61.3K -533 -1%
CB
171
Centennial Bank
Arkansas
$5.53M -$247K -2,147 -4%
AP
172
Americana Partners
Texas
$5.51M -$3.24M -28,208 -37%
WTC
173
WhitTier Trust Company
Nevada
$5.49M -$99K -861 -2%
BPA
174
Beacon Pointe Advisors
California
$5.42M +$3.21M +27,922 +145%
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$5.41M +$5.18M +45,039 +2,231%