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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 %
AWA
526
Arete Wealth Advisors
Illinois
$789K -$142K -1,001 -15%
PPP
527
Private Portfolio Partners
New Jersey
$788K -$32K -225 -4%
WS
528
Wedbush Securities
California
$779K -$112K -791 -13%
MWM
529
Meridian Wealth Management
Kentucky
$779K +$7.53K +53 +1%
CFP
530
Cascade Financial Partners
California
$773K +$42.4K +300 +6%
ACM
531
AlphaStar Capital Management
North Carolina
$772K -$22.6K -159 -3%
FSA
532
Financial Services Advisory
Maryland
$768K +$768K +5,404 New
GC
533
Grimes & Company
Massachusetts
$768K +$9.23K +65 +1%
GSIAS
534
Garden State Investment Advisory Services
New Jersey
$766K -$77.4K -545 -9%
Financial Engines Advisors
535
Financial Engines Advisors
California
$763K -$18K -127 -2%
EWM
536
Empirical Wealth Management
Washington
$762K -$73.2K -515 -9%
AP
537
Appleton Partners
Massachusetts
$754K
MPM
538
Meritage Portfolio Management
Kansas
$745K -$11.2K -79 -1%
MWM
539
Modera Wealth Management
New Jersey
$745K -$11.6K -82 -2%
CCP
540
Clarity Capital Partners
California
$743K +$57K +401 +8%
VWM
541
Venturi Wealth Management
Texas
$741K -$60.8K -428 -8%
RWM
542
Ritholtz Wealth Management
New York
$741K
BFA
543
Beaumont Financial Advisors
Massachusetts
$738K
AWM
544
Atticus Wealth Management
Florida
$736K +$4.12K +29 +0.6%
SI
545
Saxon Interests
Texas
$733K -$109K -767 -13%
CA
546
Cambridge Advisors
Nebraska
$731K
PCMC
547
Private Capital Management (Colorado)
Colorado
$726K
PFM
548
Phillips Financial Management
Indiana
$719K -$18K -127 -2%
UPS
549
UHLMANN PRICE SECURITIES
Illinois
$718K +$718K +5,058 New
SWM
550
SeaCrest Wealth Management
New York
$718K +$219K +1,541 +44%