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SPDR S&P Dividend ETF

1,109 hedge funds and large institutions have $9B invested in SPDR S&P Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 290 increasing their positions, 492 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.07%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.65%
New
80
Increased
290
Reduced
492
Closed
66
Calls
$13.1M
Puts
$2.18M
Net Calls
+$10.9M
Net Calls Change
+$9.09M
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
801
Clifford Swan Investment Counsel
California
$306K
TSS
802
Two Sigma Securities
New York
$306K +$38.7K +295 +14%
AF
803
Advisornet Financial
Minnesota
$303K -$1.98M -15,105 -87%
FCA
804
Fortis Capital Advisors
Kansas
$303K +$303K +2,311 New
WA
805
Wealthstream Advisors
New York
$303K
IGGA
806
Iron Gate Global Advisors
Utah
$301K -$21.6K -165 -7%
RBC
807
Romano Brothers & Co
Illinois
$300K
EWM
808
Evercore Wealth Management
New York
$298K -$59.1K -450 -17%
CAG
809
Crestwood Advisors Group
Massachusetts
$297K +$297K +2,262 New
HPC
810
HM Payson & Co
Maine
$297K -$15.1K -115 -5%
MCC
811
Money Concepts Capital
Florida
$297K -$43.5K -331 -13%
VAS
812
Vestmark Advisory Solutions
Massachusetts
$296K +$81.6K +622 +38%
MIM
813
MTM Investment Management
South Carolina
$295K
FI
814
Financial Insights
Washington
$295K +$295K +2,250 New
JHCP
815
Jackson Hole Capital Partners
Oklahoma
$295K
JFG
816
JMG Financial Group
Illinois
$294K
PIM
817
Penobscot Investment Management
Massachusetts
$294K -$53.5K -408 -15%
VNA
818
Valley National Advisers
Pennsylvania
$293K -$33.5K -255 -10%
IFWM
819
Institute for Wealth Management
Colorado
$293K
SEP
820
Southland Equity Partners
Missouri
$292K -$7.35K -56 -2%
VCP
821
Vista Capital Partners
Oregon
$290K -$36.6K -279 -11%
NFP
822
Narus Financial Partners
Utah
$289K
ML
823
Mayport LLC
Massachusetts
$289K
SW
824
SkyOak Wealth
Michigan
$288K +$25.6K +195 +10%
CCT
825
Chemung Canal Trust
New York
$287K