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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 %
WF
851
WoodTrust Financial
Wisconsin
$269K
CFGSD
852
Compass Financial Group (South Dakota)
South Dakota
$269K -$13.2K -93 -5%
VHAM
853
Van Hulzen Asset Management
California
$268K -$58.2K -409 -18%
BFA
854
Beacon Financial Advisory
Ohio
$267K +$426 +3 +0.2%
ONSWM
855
Old North State Wealth Management
North Carolina
$266K +$1.71K +12 +0.6%
PIM
856
Penobscot Investment Management
Massachusetts
$265K -$5.82K -41 -2%
CCP
857
Carmel Capital Partners
California
$265K +$265K +1,866 New
IAS
858
Insigneo Advisory Services
Florida
$264K -$316K -2,222 -54%
VVP
859
Venture Visionary Partners
Ohio
$263K
BOPW
860
Brandywine Oak Private Wealth
Pennsylvania
$263K -$95.7K -674 -27%
RB
861
Rodgers Brothers
Pennsylvania
$263K
TLA
862
Tanglewood Legacy Advisors
Texas
$263K
GGI
863
Godsey & Gibb Inc
Virginia
$262K +$852 +6 +0.3%
BCMLT
864
Beacon Capital Management LLC (Tennessee)
Tennessee
$261K +$20.6K +145 +9%
OFS
865
Oldfather Financial Services
Nebraska
$261K
WN
866
Williams & Novak
California
$260K
PCA
867
Providence Capital Advisors
North Carolina
$260K
CCM
868
Condor Capital Management
New Jersey
$259K +$1.85K +13 +0.7%
WFA
869
WestHill Financial Advisors
California
$259K
WAM
870
Worth Asset Management
Texas
$258K
QWM
871
Quaker Wealth Management
New Jersey
$257K +$257K +1,811 New
SSWM
872
Smith Salley Wealth Management
North Carolina
$257K +$257K +1,808 New
B
873
Bailard
California
$256K
IBOK
874
Independence Bank of Kentucky
Kentucky
$255K -$21.4K -151 -8%
BFIM
875
Beese Fulmer Investment Management
Ohio
$255K