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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 %
AF
676
Apollon Financial
South Carolina
$465K +$4.69K +33 +1%
PSCM
677
Per Stirling Capital Management
Texas
$464K -$59.9K -422 -11%
JE
678
JMAC Enterprises
Pennsylvania
$463K -$3.13K -22 -0.7%
FFO
679
Fiduciary Family Office
Florida
$462K -$227K -1,600 -33%
HIP
680
HUB Investment Partners
Texas
$456K +$456K +3,208 New
EWM
681
EPG Wealth Management
Georgia
$454K +$454K +3,198 New
BFO
682
Boston Family Office
Massachusetts
$453K
DSC
683
Duncker Streett & Co
Missouri
$451K -$109K -765 -19%
GIA
684
GHP Investment Advisors
Colorado
$450K
LAM
685
Lakewood Asset Management
Illinois
$448K
VPIM
686
Vanguard Personalized Indexing Management
California
$448K +$448K +3,155 New
ANBT
687
American National Bank & Trust
Texas
$448K -$43.9K -309 -9%
SHWM
688
Smith & Howard Wealth Management
Georgia
$448K
SAM
689
Secure Asset Management
Michigan
$443K +$142 +1 +0%
BCWM
690
Bartlett & Co Wealth Management
Ohio
$442K -$6.82K -48 -2%
CRC
691
Curi RMB Capital
Illinois
$441K
WOSD
692
WFA of San Diego
California
$439K
GAM
693
GEM Asset Management
Michigan
$439K -$18.9K -135 -4%
HWA
694
Heritage Wealth Advisors
Virginia
$438K +$438K +3,085 New
EWM
695
Executive Wealth Management
Michigan
$438K -$76.6K -539 -15%
BFG
696
Berger Financial Group
Minnesota
$435K +$2.98K +21 +0.7%
IC
697
Iconiq Capital
California
$432K +$2.42K +17 +0.6%
AWM
698
Avior Wealth Management
Nebraska
$431K -$7.81K -55 -2%
WMG
699
WESCAP Management Group
California
$428K
HWA
700
Heartwood Wealth Advisors
Virginia
$428K