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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 %
WCP
651
Wealthcare Capital Partners
Pennsylvania
$505K +$505K +3,825 New
GKWIM
652
Gerber Kawasaki Wealth & Investment Management
California
$504K +$2.64K +20 +0.5%
PFP
653
Paragon Financial Partners
California
$503K -$151K -1,145 -23%
RSWM
654
Robertson Stephens Wealth Management
California
$501K +$25.6K +194 +5%
GIA
655
Gladstone Institutional Advisory
Florida
$501K +$124K +940 +33%
FCBT
656
First Citizens Bank & Trust
North Carolina
$498K -$60.5K -458 -11%
MA
657
MCF Advisors
Kentucky
$497K -$6.74K -51 -1%
LI
658
LRI Investments
Florida
$494K
SWM
659
Selective Wealth Management
Virginia
$494K +$131 +1 +0%
MPCG
660
Matrix Private Capital Group
New York
$494K
ORC
661
O'Rourke & Company
Massachusetts
$494K -$59.2K -388 -11%
MSFS
662
Main Street Financial Solutions
Pennsylvania
$494K -$396 -3 -0.1%
KFA
663
Kapstone Financial Advisors
Ohio
$490K
ITIM
664
Indiana Trust & Investment Management
Indiana
$489K -$37.6K -285 -7%
AWC
665
Adamsbrown Wealth Consultants
Kansas
$488K -$134K -1,017 -22%
MCCA
666
Mill Creek Capital Advisors
Pennsylvania
$487K
UWPG
667
Ullmann Wealth Partners Group
Florida
$487K
TI
668
Truepoint Inc
Ohio
$486K
PFA
669
Pure Financial Advisors
California
$484K +$153K +1,157 +46%
MAG
670
M3 Advisory Group
Massachusetts
$480K -$2.51K -19 -0.5%
BW
671
BIP Wealth
Georgia
$480K
NFG
672
Nadler Financial Group
Illinois
$478K +$396 +3 +0.1%
CA
673
Crewe Advisors
Utah
$473K -$4.62K -35 -1%
UL
674
Unionview LLC
Washington
$469K +$3.04K +23 +0.7%
NB
675
Nicolet Bankshares
Wisconsin
$466K