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SPDR S&P Dividend ETF

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
576
Phillips Financial Management
Indiana
$668K
KWM
577
Kaydan Wealth Management
Michigan
$668K +$12.9K +98 +2%
SWM
578
SeaCrest Wealth Management
New York
$667K -$925 -7 -0.1%
OP
579
ORG Partners
Indiana
$662K +$8.07K +61 +1%
EFG
580
Ehrlich Financial Group
California
$655K +$53.9K +408 +9%
APA
581
Astoria Portfolio Advisors
New York
$652K +$432K +3,297 +197%
AI
582
Accredited Investors
Minnesota
$647K
BTWM
583
Baker Tilly Wealth Management
Wisconsin
$644K +$2.25K +17 +0.3%
GTAM
584
Global Trust Asset Management
Florida
$643K -$20.9K -158 -3%
KL
585
KWMG LLC
Kansas
$642K -$21.8K -165 -3%
MSWMA
586
Market Street Wealth Management Advisors
Indiana
$640K -$173K -1,306 -21%
ALC
587
Alexander Labrunerie & Co
Missouri
$635K -$27.5K -208 -4%
SAI
588
Systematic Alpha Investments
New Jersey
$634K
MFG
589
MidWestOne Financial Group
Iowa
$630K -$978K -7,405 -61%
BWM
590
BigSur Wealth Management
Florida
$627K
HGWM
591
Horst & Graben Wealth Management
Oregon
$619K -$13.1K -99 -2%
ST
592
Sageworth Trust
Pennsylvania
$618K
CAAS
593
Capital Asset Advisory Services
Michigan
$617K +$8.57K +65 +1%
DI
594
Disciplined Investments
Oklahoma
$615K +$66.8K +506 +12%
BI
595
Berkeley Inc
Idaho
$615K -$663K -5,016 -52%
BDFN
596
Bond & Devick Financial Network
Minnesota
$613K
IAG
597
Investment Advisory Group
Massachusetts
$610K -$5.81K -44 -0.9%
PWAC
598
Private Wealth Advisors (California)
California
$607K -$5.15K -39 -0.8%
AWM
599
AE Wealth Management
Kansas
$605K +$20.6K +156 +4%
CCA
600
Childress Capital Advisors
Texas
$604K