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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 %
HFP
601
Holistic Financial Partners
Indiana
$592K -$46.5K -327 -7%
MG
602
Mather Group
Illinois
$591K -$175K -1,235 -23%
RPC
603
Rossmore Private Capital
Connecticut
$590K
DI
604
Disciplined Investments
Oklahoma
$589K -$71K -500 -11%
HCM
605
Hengehold Capital Management
Ohio
$585K -$284 -2 -0%
WPC
606
Wedmont Private Capital
Pennsylvania
$584K +$22.4K +160 +4%
TAM
607
Tocqueville Asset Management
New York
$582K
PWP
608
Perfromance Wealth Partners
Illinois
$578K -$3.84K -27 -0.7%
WCFA
609
Walkner Condon Financial Advisors
Wisconsin
$578K -$34.4K -242 -6%
AFG
610
Atomi Financial Group
New York
$575K -$12.5K -88 -2%
BB
611
Berkshire Bank
Massachusetts
$574K +$4.97K +35 +0.9%
MFA
612
Mayflower Financial Advisors
Massachusetts
$573K -$4.15M -29,231 -88%
AA
613
Ashford Advisors
New York
$568K
YIA
614
YHB Investment Advisors
Connecticut
$567K -$36.6K -258 -6%
ITIM
615
Indiana Trust & Investment Management
Indiana
$567K -$37.5K -264 -6%
CCM
616
Canal Capital Management
Virginia
$565K +$5.26K +37 +0.9%
HSA
617
HBK Sorce Advisory
Pennsylvania
$564K +$994 +7 +0.2%
CAG
618
Csenge Advisory Group
Florida
$562K +$47.1K +333 +9%
TCBWMS
619
Texas Capital Bank Wealth Management Services
Texas
$560K
HGERS
620
Householder Group Estate & Retirement Specialist
Arizona
$558K -$32.5K -229 -6%
RA
621
Rodgers & Associates
Pennsylvania
$555K
RWS
622
Resolute Wealth Strategies
Mississippi
$551K +$1.99K +14 +0.4%
GFPC
623
Global Financial Private Client
Florida
$547K
MTIC
624
Missouri Trust & Investment Company
Missouri
$547K -$4.97K -35 -0.9%
MAA
625
Matrix Asset Advisors
New York
$547K +$284 +2 +0.1%