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SPDR S&P Dividend ETF

1,147 hedge funds and large institutions have $9.2B invested in SPDR S&P Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 294 increasing their positions, 447 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+52
Holders Change %
+4.75%
% of All Funds
16.59%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
109
Increased
294
Reduced
447
Closed
43
Calls
$7.2M
Puts
$6.48M
Net Calls
+$724K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Shares
Change %
DBIA
226
Dumont & Blake Investment Advisors
New Jersey
$3.71M -$3.7M -26,057 -50%
Citigroup
227
Citigroup
New York
$3.66M +$504K +3,551 +16%
WIA
228
World Investment Advisors
California
$3.65M +$2.95M +20,744 +418%
NRI
229
NFP Retirement Inc
California
$3.65M -$3.84K -27 -0.1%
SFG
230
Shum Financial Group
California
$3.6M +$3.6M +25,877 New
LA
231
Legacy Advisors
Pennsylvania
$3.58M
AMG
232
Asset Management Group
Connecticut
$3.54M +$18.5K +130 +0.5%
SI
233
Stephens Inc
Arkansas
$3.54M -$166K -1,167 -4%
AFA
234
AA Financial Advisors
Ohio
$3.51M +$123K +865 +4%
FWM
235
FSA Wealth Management
Massachusetts
$3.49M +$3.49M +24,555 New
KPWS
236
Kestra Private Wealth Services
Texas
$3.47M +$3.98K +28 +0.1%
FNBT
237
FineMark National Bank & Trust
Florida
$3.47M -$307K -2,164 -8%
SCM
238
Sage Capital Management
New Jersey
$3.47M -$1.7K -12 -0%
GL
239
Graypoint LLC
New York
$3.39M -$122K -857 -3%
MF
240
Meridian Financial
Massachusetts
$3.37M +$147K +1,032 +5%
IWC
241
Integrated Wealth Concepts
Massachusetts
$3.34M +$26.7K +188 +0.8%
CPIG
242
Chicago Partners Investment Group
Illinois
$3.31M -$69.8K -494 -2%
TCFP
243
Treasure Coast Financial Planning
Florida
$3.27M +$16.5K +116 +0.5%
PD
244
Planning Directions
Pennsylvania
$3.22M -$148K -1,040 -4%
AF
245
Allworth Financial
California
$3.2M -$91.3K -643 -3%
TFCP
246
Twin Focus Capital Partners
Massachusetts
$3.16M
WF
247
Welch & Forbes
Massachusetts
$3.11M -$170K -1,200 -5%
LSA
248
Lansing Street Advisors
Pennsylvania
$3.08M -$28.1K -198 -0.9%
CIC
249
Carnegie Investment Counsel
Ohio
$3.04M +$3.55K +25 +0.1%
BlackRock
250
BlackRock
New York
$2.99M -$1.61M -11,328 -35%