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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 %
TWM
801
Thrive Wealth Management
Pennsylvania
$313K -$26.4K -186 -8%
NFP
802
Narus Financial Partners
Utah
$312K
ML
803
Mayport LLC
Massachusetts
$312K
LWL
804
Leo Wealth LLC
Texas
$311K -$134K -946 -30%
CCT
805
Chemung Canal Trust
New York
$310K
NFG
806
Nations Financial Group
Iowa
$309K -$50.6K -356 -14%
EW
807
Evoke Wealth
California
$309K +$309K +2,177 New
JFG
808
JMG Financial Group
Illinois
$306K
FB
809
Fulton Bank
Pennsylvania
$305K
CIG
810
Cascade Investment Group
Colorado
$304K -$25K -176 -8%
JHCP
811
Jackson Hole Capital Partners
Oklahoma
$302K
IDA
812
Intelligence Driven Advisers
California
$302K +$1.7K +12 +0.6%
KPWG
813
KFA Private Wealth Group
Virginia
$301K +$568 +4 +0.2%
KIG
814
Kowal Investment Group
Wisconsin
$300K +$1.99K +14 +0.7%
WBCM
815
Wilson & Boucher Capital Management
California
$298K
BIAS
816
Beacon Investment Advisory Services
New Jersey
$297K
JWCA
817
J.W. Coons Advisors
Ohio
$296K
VCP
818
Vista Capital Partners
Oregon
$295K
CP
819
Creekside Partners
California
$293K +$293K +2,064 New
KOMWMG
820
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$292K +$1.56K +11 +0.5%
CT
821
Colonial Trust
South Carolina
$292K
CWM
822
Core Wealth Management
Florida
$292K
ACP
823
Aveo Capital Partners
Colorado
$291K +$2.7K +19 +0.9%
MFGM
824
Marshall Financial Group (Maryland)
Maryland
$290K +$10.4K +73 +4%
FFA
825
Fortune Financial Advisors
Kansas
$290K -$290K -2,040 -50%