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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 %
HWM
401
Howard Wealth Management
Connecticut
$1.35M -$16.1K -113 -1%
LFAS
402
Level Four Advisory Services
Texas
$1.35M -$147K -1,063 -10%
SFPG
403
Stonebridge Financial Planning Group
Florida
$1.34M -$27.8K -196 -2%
CIA
404
Compass Ion Advisors
Pennsylvania
$1.33M +$57.4K +404 +4%
PA
405
Parallel Advisors
California
$1.33M -$47.7K -336 -3%
VCA
406
Verdence Capital Advisors
Maryland
$1.33M +$48.7K +343 +4%
PSF
407
Pacific Sun Financial
California
$1.32M -$63.2K -445 -5%
CAI
408
Capital Advisors Inc
Oklahoma
$1.31M -$39.1K -275 -3%
STA
409
Summit Trail Advisors
New York
$1.3M
TFS
410
Thoroughbred Financial Services
Tennessee
$1.3M -$5.82K -41 -0.4%
HNWAG
411
High Net Worth Advisory Group
Florida
$1.29M +$852 +6 +0.1%
PIMG
412
Patriot Investment Management Group
Tennessee
$1.29M -$10.5K -74 -0.8%
KOC
413
Koss-Olinger Consulting
Florida
$1.28M -$15.1K -106 -1%
BFC
414
Blue Fin Capital
Rhode Island
$1.27M -$11.8K -83 -0.9%
BFPW
415
BOK Financial Private Wealth
Colorado
$1.27M -$471K -3,313 -27%
CCA
416
Conservest Capital Advisors
Pennsylvania
$1.27M
WP
417
Westmount Partners
California
$1.27M +$3.27K +23 +0.3%
PA
418
Pinnacle Associates
New York
$1.27M +$124K +989 +11%
RG
419
Rathbones Group
United Kingdom
$1.26M +$1.26M +8,905 New
PCA
420
Pallas Capital Advisors
Massachusetts
$1.26M +$128K +911 +11%
APIM
421
Agate Pass Investment Management
Washington
$1.26M +$6.68K +47 +0.5%
TW
422
Transform Wealth
Colorado
$1.25M -$89.6K -631 -7%
FAM
423
Family Asset Management
South Carolina
$1.25M -$3.98K -28 -0.3%
APP
424
Avantax Planning Partners
Iowa
$1.23M -$241K -1,697 -16%
RMAM
425
Raab & Moskowitz Asset Management
New Jersey
$1.22M -$45.7K -322 -4%