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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 %
EFG
576
Ehrlich Financial Group
California
$646K +$142 +1 +0%
AFP
577
Alpha Financial Partners
Kentucky
$646K +$646K +4,547 New
CAAS
578
Capital Asset Advisory Services
Michigan
$646K -$4.9K -35 -0.8%
EPWM
579
Essex Private Wealth Management
Massachusetts
$642K +$3.27K +23 +0.5%
ZIC
580
ZWJ Investment Counsel
Georgia
$638K
FFA
581
Farther Finance Advisors
California
$635K +$315K +2,220 +99%
FWP
582
FAS Wealth Partners
Kansas
$629K +$1.56K +11 +0.2%
AWM
583
AE Wealth Management
Kansas
$628K -$42.5K -299 -6%
LA
584
LexAurum Advisors
Kansas
$628K -$14.2K -100 -2%
JIR
585
James Investment Research
Ohio
$621K +$39.1K +275 +7%
MLA
586
My Legacy Advisors
Oregon
$614K -$235K -1,656 -28%
CSPAM
587
Cary Street Partners Asset Management
Virginia
$613K +$6.11K +43 +1%
BDFN
588
Bond & Devick Financial Network
Minnesota
$613K
KFI
589
Key Financial Inc
Pennsylvania
$612K +$25.6K +180 +4%
Bessemer Group
590
Bessemer Group
New Jersey
$612K +$177K +1,248 +41%
EB
591
Emprise Bank
Kansas
$604K -$6.39K -45 -1%
JCM
592
Jacobi Capital Management
Pennsylvania
$602K -$56K -394 -8%
VFA
593
Valeo Financial Advisors
Indiana
$602K -$76.8K -541 -11%
MFG
594
Magnus Financial Group
New York
$602K +$8.38K +59 +1%
FCBT
595
First Citizens Bank & Trust
North Carolina
$601K -$3.27K -23 -0.5%
SPI
596
Sutton Place Investors
New York
$600K
TNBTD
597
Trustmark National Bank Trust Department
Mississippi
$597K
WCM
598
WealthBridge Capital Management
Ohio
$595K +$10.7K +75 +2%
EIP
599
Ellis Investment Partners
Pennsylvania
$595K -$9.09K -64 -2%
GT
600
Glenmede Trust
Pennsylvania
$594K