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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 %
AC
626
ASB Consultores
Florida
$545K +$185K +1,300 +51%
MA
627
MCF Advisors
Kentucky
$542K
GKWIM
628
Gerber Kawasaki Wealth & Investment Management
California
$539K +$2.98K +21 +0.6%
CF
629
Centaurus Financial
California
$539K -$952K -6,695 -64%
CGPCS
630
Capital Group Private Client Services
California
$533K -$383K -2,693 -42%
AIM
631
Acropolis Investment Management
Missouri
$532K
MPCG
632
Matrix Private Capital Group
New York
$531K
MSFS
633
Main Street Financial Solutions
Pennsylvania
$531K +$1.42K +10 +0.3%
SWM
634
Selective Wealth Management
Virginia
$527K -$13.7K -98 -3%
MCCA
635
Mill Creek Capital Advisors
Pennsylvania
$524K
LI
636
LRI Investments
Florida
$524K
UWPG
637
Ullmann Wealth Partners Group
Florida
$524K
FHC
638
First Heartland Consultants
Missouri
$523K -$299K -2,105 -36%
TI
639
Truepoint Inc
Ohio
$522K -$37.5K -264 -7%
BJL
640
Brighton Jones LLC
Washington
$521K -$2.06M -14,526 -80%
DFA
641
DHJJ Financial Advisors
Illinois
$519K
KFA
642
Kapstone Financial Advisors
Ohio
$519K -$56.7K -400 -10%
MAG
643
M3 Advisory Group
Massachusetts
$519K +$10.8K +76 +2%
BW
644
BIP Wealth
Georgia
$516K
ORC
645
O'Rourke & Company
Massachusetts
$515K +$22K +155 +4%
NFG
646
Nadler Financial Group
Illinois
$514K -$6.82K -48 -1%
CA
647
Crewe Advisors
Utah
$513K -$53.7K -378 -9%
RSWM
648
Robertson Stephens Wealth Management
California
$511K -$14.2K -100 -3%
RRA
649
Round Rock Advisors
Connecticut
$505K -$7.1K -50 -1%
UL
650
Unionview LLC
Washington
$501K -$1.99K -14 -0.4%