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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 %
BA
751
Baugh & Associates
Georgia
$359K -$29.5K -230 -8%
MC
752
McCarthy & Cox
Ohio
$359K +$359K +2,525 New
PVI
753
Pine Valley Investments
New Jersey
$358K +$142 +1 +0%
TFGT
754
TS Financial Group (TSFG)
Illinois
$358K -$4.83K -34 -1%
CWA
755
Clarity Wealth Advisors
California
$357K
PFA
756
Pure Financial Advisors
California
$356K +$356K +2,509 New
CGL
757
Clarius Group LLC
Washington
$356K +$356K +2,509 New
WAS
758
Wealth Advisory Solutions
Indiana
$356K +$5.97K +42 +2%
EIA
759
Eldridge Investment Advisors
New Hampshire
$355K
TW
760
TrinityPoint Wealth
Connecticut
$354K -$9.95K -70 -3%
BMO
761
Beck Mack & Oliver
New York
$353K
MCM
762
MidAtlantic Capital Management
Virginia
$352K
ANHIM
763
Alan N. Hoffman Investment Management
Massachusetts
$351K
MCM
764
Mainstream Capital Management
California
$350K +$350K +2,463 New
QCM
765
QRG Capital Management
Illinois
$349K +$5.11K +36 +1%
TAM
766
Titleist Asset Management
Texas
$345K
CC
767
Callan Capital
California
$345K +$1.85K +13 +0.5%
OAM
768
Oak Asset Management
California
$344K
IWS
769
Insight Wealth Strategies
California
$344K
EWM
770
Evercore Wealth Management
New York
$342K +$19.9K +140 +6%
CCB
771
Cutter & Co Brokerage
Missouri
$341K +$1.85K +13 +0.5%
TH
772
TCTC Holdings
Texas
$341K
VPP
773
Vertex Planning Partners
Illinois
$340K
FLI
774
Family Legacy Inc
South Carolina
$340K
CTWM
775
Cherry Tree Wealth Management
Minnesota
$338K