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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 %
GI
826
GAMCO Investors
Connecticut
$289K
OIA
827
Optimum Investment Advisors
Illinois
$287K
SA
828
SpiderRock Advisors
Delaware
$286K
Empower Advisory Group
829
Empower Advisory Group
Colorado
$286K -$31.5K -222 -10%
RIA
830
Realta Investment Advisors
Delaware
$286K -$1.34M -9,378 -82%
BCM
831
Becker Capital Management
Oregon
$285K
MCM
832
McDonough Capital Management
Florida
$285K +$1.42K +10 +0.5%
LA
833
LM Advisors
California
$284K
FAM
834
Formidable Asset Management
Ohio
$283K
CIAS
835
CBIZ Investment Advisory Services
Ohio
$281K -$144K -1,012 -34%
CGA
836
Crescent Grove Advisors
Illinois
$280K -$9.52K -67 -3%
WB
837
Webster Bank
Connecticut
$277K -$10.8K -76 -4%
CFO
838
Collective Family Office
Pennsylvania
$277K
ESB
839
Essex Savings Bank
Connecticut
$277K
PCH
840
PGIM Custom Harvest
New Jersey
$276K +$276K +1,942 New
PAI
841
Pittenger & Anderson Inc
Nebraska
$274K
GLR
842
Great Lakes Retirement
Ohio
$272K
RIA
843
Regal Investment Advisors
Michigan
$272K +$38.8K +273 +17%
CBTWT
844
Community Bank & Trust (Waco, Texas)
Texas
$272K
VT
845
Vise Technologies
New York
$271K
EW
846
Element Wealth
Mississippi
$271K
TFM
847
TFC Financial Management
Massachusetts
$270K +$270K +1,900 New
PL
848
Plancorp LLC
Missouri
$269K +$1.42K +10 +0.5%
CBA
849
Coastal Bridge Advisors
Connecticut
$269K
CHC
850
City Holding Co
West Virginia
$269K +$38.3K +270 +17%