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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 %
LIM
701
Loudon Investment Management
New Hampshire
$428K +$2.84K +20 +0.7%
KWMG
702
King Wealth Management Group
Florida
$426K +$35.7K +251 +9%
ADL
703
Asset Dedication LLC
California
$423K
HA
704
Harfst & Associates
Wyoming
$420K -$9.94K -70 -2%
BCA
705
Bay Colony Advisors
Massachusetts
$420K +$17.2K +121 +4%
FG
706
Foster Group
Iowa
$417K
Principal Financial Group
707
Principal Financial Group
Iowa
$417K
EWA
708
Exencial Wealth Advisors
Oklahoma
$416K -$38.2K -269 -8%
LT
709
Legacy Trust
Michigan
$416K
HFS
710
Hoge Financial Services
Pennsylvania
$415K +$2.27K +16 +0.6%
PWLP
711
Prio Wealth Limited Partnership
Massachusetts
$414K
RWA
712
River Wealth Advisors
Pennsylvania
$412K
SCM
713
Schnieders Capital Management
California
$411K
BTI
714
Blue Trust Inc
Georgia
$411K +$111K +874 +37%
JWBC
715
John W. Brooker & Co
California
$407K +$142 +1 +0%
GIA
716
Gladstone Institutional Advisory
Florida
$405K
NHT
717
New Hampshire Trust
New Hampshire
$403K -$8.52K -60 -2%
EGA
718
Eagle Global Advisors
Texas
$403K
NAM
719
NTV Asset Management
West Virginia
$402K
TVAMP
720
Tennessee Valley Asset Management Partners
Tennessee
$400K +$33.7K +238 +9%
BFM
721
Boston Financial Management
Massachusetts
$399K
MPCL
722
My Personal CFO LLC
Washington
$398K
SW
723
SkyOak Wealth
Michigan
$396K
SIC
724
Salem Investment Counselors
North Carolina
$395K
SIG
725
Spinnaker Investment Group
California
$394K -$221K -1,556 -36%