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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 %
WCM
626
WealthBridge Capital Management
Ohio
$544K -$9.25K -70 -2%
JCM
627
Jacobi Capital Management
Pennsylvania
$543K -$17.4K -132 -3%
FB
628
Fulton Bank
Pennsylvania
$542K +$245K +1,769 +82%
WCFA
629
Walkner Condon Financial Advisors
Wisconsin
$538K
HCM
630
Hengehold Capital Management
Ohio
$536K -$8.32K -63 -2%
MLA
631
My Legacy Advisors
Oregon
$536K -$34.5K -262 -6%
FWP
632
FAS Wealth Partners
Kansas
$534K -$51K -386 -9%
HSA
633
HBK Sorce Advisory
Pennsylvania
$532K +$7.4K +56 +1%
CCM
634
Canal Capital Management
Virginia
$531K +$5.02K +38 +1%
AA
635
Ashford Advisors
New York
$528K
CF
636
Centaurus Financial
California
$527K +$26.2K +198 +5%
TCBWMS
637
Texas Capital Bank Wealth Management Services
Texas
$521K
MFA
638
Mayflower Financial Advisors
Massachusetts
$521K -$11.8K -89 -2%
Bessemer Group
639
Bessemer Group
New Jersey
$520K -$49.5K -375 -9%
YIA
640
YHB Investment Advisors
Connecticut
$519K -$8.19K -62 -2%
ET
641
Equitable Trust
Tennessee
$519K +$519K +3,928 New
TCM
642
TruNorth Capital Management
Michigan
$518K +$427K +3,229 +467%
TFM
643
Trademark Financial Management
Minnesota
$518K -$274K -2,074 -35%
RA
644
Rodgers & Associates
Pennsylvania
$516K
RWS
645
Resolute Wealth Strategies
Mississippi
$515K +$2.64K +20 +0.5%
AWM
646
Avior Wealth Management
Nebraska
$511K +$110K +832 +27%
PWP
647
Perfromance Wealth Partners
Illinois
$510K -$27.6K -209 -5%
GFPC
648
Global Financial Private Client
Florida
$509K
MAA
649
Matrix Asset Advisors
New York
$509K +$396 +3 +0.1%
AC
650
ASB Consultores
Florida
$507K