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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 %
BI
201
Berkeley Inc
Idaho
$2.82M +$2.82M +26,623 New
MSAM
202
Moloney Securities Asset Management
Missouri
$2.79M -$556K -5,246 -17%
AMG
203
Asset Management Group
Connecticut
$2.7M -$133K -1,255 -5%
SW
204
SVB Wealth
Massachusetts
$2.66M -$24.4K -230 -0.9%
WF
205
Welch & Forbes
Massachusetts
$2.63M +$49.2K +465 +2%
NEGWA
206
New England Guild Wealth Advisors
Connecticut
$2.61M -$146K -1,376 -5%
IA
207
IFG Advisory
Georgia
$2.57M -$617K -5,825 -19%
SMFG
208
Sumitomo Mitsui Financial Group
Japan
$2.56M +$646K +6,106 +34%
LIA
209
LS Investment Advisors
Michigan
$2.54M +$153K +1,445 +6%
PP
210
PDS Planning
Ohio
$2.52M +$26.7K +252 +1%
CG
211
Colony Group
Massachusetts
$2.42M -$44.4K -419 -2%
PWW
212
Pettyjohn Wood & White
Virginia
$2.39M +$1.13M +10,645 +89%
GWM
213
Geneos Wealth Management
Colorado
$2.38M +$1.89M +224,738 +380%
BWM
214
Baystate Wealth Management
Massachusetts
$2.38M -$113K -1,065 -5%
LOIM
215
Liberty One Investment Management
Illinois
$2.37M -$99.6K -940 -4%
EWA
216
EP Wealth Advisors
California
$2.35M -$21.3K -201 -0.9%
AIC
217
Ameritas Investment Company
Nebraska
$2.34M -$180K -1,700 -7%
EFS
218
Essex Financial Services
Connecticut
$2.34M +$604K +5,701 +35%
PWP
219
Principle Wealth Partners
Connecticut
$2.33M +$2.06M +19,497 +782%
ATC
220
Argent Trust Co
Tennessee
$2.31M +$985K +9,301 +74%
CAGAS
221
Capital Advisory Group Advisory Services
Minnesota
$2.31M -$24.3K -229 -1%
Prudential Financial
222
Prudential Financial
New Jersey
$2.31M +$620K +5,852 +37%
KPWS
223
Kestra Private Wealth Services
Texas
$2.3M +$45.3K +430 +2%
SPC
224
Sigma Planning Corp
Michigan
$2.29M +$4.24K +40 +0.2%
DW
225
Domani Wealth
Pennsylvania
$2.26M -$57.9K -547 -2%