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SPDR S&P Dividend ETF

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Shares
Change %
IP
801
Ignite Planners
California
$322K +$322K +2,445 New
QCM
802
QRG Capital Management
Illinois
$320K -$4.1K -31 -1%
OAM
803
Oak Asset Management
California
$320K
JWBC
804
John W. Brooker & Co
California
$320K -$58.8K -445 -16%
EWM
805
Evercore Wealth Management
New York
$318K
TH
806
TCTC Holdings
Texas
$317K
CCB
807
Cutter & Co Brokerage
Missouri
$316K -$1.06K -8 -0.3%
GWM
808
Greenwich Wealth Management
Connecticut
$315K +$5.41K +41 +2%
WMA
809
West Michigan Advisors
Michigan
$314K +$6.87K +52 +2%
RPA
810
Redwood Park Advisors
California
$313K +$313K +2,372 New
BA
811
Baugh & Associates
Georgia
$313K -$46.9K -365 -13%
MW
812
Marcum Wealth
Ohio
$312K +$5.42K +41 +2%
CA
813
Carson Advisory
Georgia
$310K -$461K -3,490 -60%
NFG
814
Nations Financial Group
Iowa
$310K +$22.2K +168 +8%
GI
815
GAMMA Investing
California
$307K
CTWM
816
Cherry Tree Wealth Management
Minnesota
$305K -$9.38K -71 -3%
WA
817
Wealthstream Advisors
New York
$305K
FLI
818
Family Legacy Inc
South Carolina
$304K -$9.16K -70 -3%
CWM
819
Core Wealth Management
Florida
$304K
BWP
820
Bernardo Wealth Planning
Pennsylvania
$304K
RIM
821
Rockbridge Investment Management
New York
$303K +$303K +2,291 New
IGGA
822
Iron Gate Global Advisors
Utah
$302K
RBC
823
Romano Brothers & Co
Illinois
$302K
BP
824
Broadleaf Partners
Ohio
$301K -$39.6K -300 -12%
HPC
825
HM Payson & Co
Maine
$299K