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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 %
BBWP
551
Beacon Bridge Wealth Partners
Pennsylvania
$714K -$45.3K -319 -6%
AC
552
Addison Capital
Pennsylvania
$714K -$32.4K -228 -4%
KL
553
KWMG LLC
Kansas
$714K -$1.56K -11 -0.2%
GTAM
554
Global Trust Asset Management
Florida
$714K +$36.8K +259 +5%
ALC
555
Alexander Labrunerie & Co
Missouri
$713K -$29.8K -210 -4%
KWM
556
Kaydan Wealth Management
Michigan
$704K -$2.98K -21 -0.4%
PFP
557
Paragon Financial Partners
California
$703K -$51.6K -363 -7%
OP
558
ORG Partners
Indiana
$702K -$13.5K -95 -2%
AI
559
Accredited Investors
Minnesota
$696K +$696K +4,900 New
CCM
560
Coldstream Capital Management
Washington
$695K -$138K -969 -17%
DAS
561
Diversify Advisory Services
Utah
$691K -$3.39K -24 -0.5%
BTWM
562
Baker Tilly Wealth Management
Wisconsin
$690K -$151K -1,060 -18%
CCG
563
Cypress Capital Group
Florida
$684K -$27K -190 -4%
SAI
564
Systematic Alpha Investments
New Jersey
$682K
HGWM
565
Horst & Graben Wealth Management
Oregon
$680K -$4.12K -29 -0.6%
FPAS
566
Focus Partners Advisor Solutions
Missouri
$679K +$52K +366 +8%
RMCM
567
Reynders McVeigh Capital Management
Massachusetts
$678K +$8.52K +60 +1%
BWM
568
BigSur Wealth Management
Florida
$675K -$14.2K -100 -2%
AWC
569
Adamsbrown Wealth Consultants
Kansas
$669K -$73.4K -517 -10%
ST
570
Sageworth Trust
Pennsylvania
$664K -$5.97K -42 -0.9%
Koshinski Asset Management
571
Koshinski Asset Management
Illinois
$663K -$18.6K -131 -3%
IAG
572
Investment Advisory Group
Massachusetts
$662K -$14.1K -99 -2%
PWAC
573
Private Wealth Advisors (California)
California
$658K +$284 +2 +0%
CIA
574
Concurrent Investment Advisors
Florida
$657K +$83.5K +588 +15%
CCA
575
Childress Capital Advisors
Texas
$649K