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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 %
Bank of America
1
Bank of America
North Carolina
$689M 5,834,153 -285,317 -5%
Morgan Stanley
2
Morgan Stanley
New York
$574M 4,861,088 +111,262 +2%
Ameriprise
3
Ameriprise
Minnesota
$322M 2,698,830 -106,074 -4%
RJA
4
Raymond James & Associates
Florida
$285M 2,410,991 -3,690,156 -60%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$240M 2,032,903 +23,318 +1%
UBS Group
6
UBS Group
Switzerland
$224M 1,900,267 +4,437 +0.2%
JIC
7
Joel Isaacson & Co
New York
$218M 1,843,331 +52,128 +3%
LPL Financial
8
LPL Financial
California
$209M 1,774,856 +147,433 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$203M 1,718,154 -142,396 -8%
Wells Fargo
10
Wells Fargo
California
$197M 1,671,817 -4,438 -0.3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$188M 1,595,332 +314,027 +25%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$127M 1,078,642 +23,782 +2%
Truist Financial
13
Truist Financial
North Carolina
$125M 1,057,561 -18,601 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$109M 920,175 +19,744 +2%
DWM
15
Destination Wealth Management
California
$96.1M 813,846 -25,587 -3%
1SB
16
1ST Source Bank
Indiana
$92M 779,415 +56,782 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$90.3M 765,106 -16,441 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$89.9M 760,787 +35,877 +5%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$84.7M 717,914 -76,047 -10%
V
20
Veritable
Delaware
$80.1M 678,710 +29,093 +4%
CIA
21
Capital Investment Advisors
Georgia
$71.9M 609,555 -9,016 -1%
HighTower Advisors
22
HighTower Advisors
Illinois
$57.7M 488,504 +82,313 +20%
Creative Planning
23
Creative Planning
Kansas
$57.7M 488,523 -18,794 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$51.8M 438,786 +18,809 +4%
LW
25
Linscomb Wealth
Texas
$49M 415,153 -6,734 -2%