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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 %
DADC
251
D.A. Davidson & Co
Montana
$2.98M +$211K +1,486 +8%
NCM
252
Narwhal Capital Management
Georgia
$2.98M
CL
253
Choreo LLC
Illinois
$2.98M +$86.6K +610 +3%
ATC
254
Argent Trust Co
Tennessee
$2.96M
Thrivent Financial for Lutherans
255
Thrivent Financial for Lutherans
Minnesota
$2.93M -$464K -3,270 -14%
RWMG
256
Redwood Wealth Management Group
New Jersey
$2.92M -$292K -2,057 -9%
SAM
257
Strategy Asset Managers
California
$2.89M +$448K +3,157 +18%
HWA
258
Hillcrest Wealth Advisors
New Jersey
$2.88M
SMFG
259
Sumitomo Mitsui Financial Group
Japan
$2.87M -$217K -1,530 -7%
MA
260
Montag & Associates
Georgia
$2.87M +$17.3K +122 +0.6%
NDSI
261
Newman Dignan & Sheerar Inc
Rhode Island
$2.87M -$10.1K -72 -0.4%
CFG
262
Citizens Financial Group
Rhode Island
$2.85M +$881K +6,201 +45%
HCM
263
Highview Capital Management
Illinois
$2.84M +$2.84M +20,021 New
SCA
264
Snowden Capital Advisors
New York
$2.83M -$88.5K -623 -3%
Kovitz Investment Group Partners
265
Kovitz Investment Group Partners
Illinois
$2.8M +$2.06M +15,432 +281%
Susquehanna International Group
266
Susquehanna International Group
Pennsylvania
$2.76M +$997K +7,021 +57%
ASN
267
Advisory Services Network
Georgia
$2.76M
LNWWM
268
Laird Norton Wetherby Wealth Management
California
$2.73M -$35.1K -247 -1%
BEI
269
Benjamin Edwards Inc
Missouri
$2.72M +$2.72M +19,148 New
RBC
270
Roble Belko & Company
Pennsylvania
$2.71M
VWA
271
Visionary Wealth Advisors
Illinois
$2.71M -$80.1K -564 -3%
Prudential Financial
272
Prudential Financial
New Jersey
$2.71M -$69.5K -489 -3%
DW30
273
Drucker Wealth 3.0
New Jersey
$2.7M +$20.2K +142 +0.8%
TNB
274
Thomasville National Bank
Georgia
$2.62M -$49.7K -350 -2%
FWCM
275
Ferguson Wellman Capital Management
Oregon
$2.61M -$164K -1,155 -6%