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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 %
NEPWA
276
New England Private Wealth Advisors
Massachusetts
$2.59M -$493K -3,472 -16%
S
277
Sachetta
Massachusetts
$2.55M -$1.28K -9 -0.1%
AWM
278
Axxcess Wealth Management
California
$2.55M -$60.5K -426 -2%
LOIM
279
Liberty One Investment Management
Illinois
$2.55M -$10.9K -77 -0.4%
WWM
280
Western Wealth Management
Colorado
$2.52M -$17.9K -126 -0.7%
PWP
281
Principle Wealth Partners
Connecticut
$2.5M -$102K -720 -4%
HCA
282
Harbour Capital Advisors
Virginia
$2.5M
AWA
283
Arkadios Wealth Advisors
Georgia
$2.49M +$80.1K +564 +3%
RIA
284
Retirement Investment Advisors
Oklahoma
$2.42M -$33.4K -235 -1%
FT
285
Fiduciary Trust
Massachusetts
$2.41M -$33.9K -239 -1%
PP
286
PDS Planning
Ohio
$2.38M -$25.9K -182 -1%
AWM
287
Apollon Wealth Management
South Carolina
$2.37M -$78.8K -555 -3%
OAM
288
Occidental Asset Management
California
$2.3M
CAM
289
Cozad Asset Management
Illinois
$2.3M -$75.1K -529 -3%
BRWA
290
B. Riley Wealth Advisors
Florida
$2.29M -$801K -5,657 -26%
SP
291
Stablepoint Partners
Massachusetts
$2.29M -$99.9K -703 -4%
MFG
292
Merit Financial Group
Georgia
$2.28M -$390K -2,745 -15%
CAGAS
293
Capital Advisory Group Advisory Services
Minnesota
$2.26M -$35.5K -250 -2%
ES
294
Eagle Strategies
New York
$2.25M -$17.5K -123 -0.8%
MAM
295
Madison Asset Management
Wisconsin
$2.24M
MOS
296
MGO One Seven
Ohio
$2.24M +$13.5K +95 +0.6%
SWM
297
Spire Wealth Management
Virginia
$2.24M -$78.5K -553 -3%
AI
298
Atria Investments
North Carolina
$2.23M -$81.7K -575 -4%
PSP
299
Principal Street Partners
Tennessee
$2.22M
AL
300
Aspiriant LLC
California
$2.21M