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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
16.08%
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 %
BCP
876
Berkeley Capital Partners
Georgia
$244K -$19K -145 -7%
TLA
877
Tanglewood Legacy Advisors
Texas
$243K
RB
878
Rodgers Brothers
Pennsylvania
$243K +$243K +1,850 New
ZIM
879
Zacks Investment Management
Illinois
$241K +$394 +3 +0.2%
OFS
880
Oldfather Financial Services
Nebraska
$241K +$241K +1,838 New
EWS
881
Evergreen Wealth Solutions
Pennsylvania
$241K -$14.2K -108 -6%
FAM
882
Formidable Asset Management
Ohio
$241K +$241K +1,833 New
GGI
883
Godsey & Gibb Inc
Virginia
$240K +$918 +7 +0.4%
WFA
884
WestHill Financial Advisors
California
$239K
WAM
885
Worth Asset Management
Texas
$239K
CCM
886
Condor Capital Management
New Jersey
$238K
QWM
887
Quaker Wealth Management
New Jersey
$238K
B
888
Bailard
California
$236K -$6.56K -50 -3%
BFIM
889
Beese Fulmer Investment Management
Ohio
$236K -$15.4K -117 -6%
IBOK
890
Independence Bank of Kentucky
Kentucky
$236K
RDWM
891
Red Door Wealth Management
Tennessee
$235K
BCM
892
Brookstone Capital Management
Illinois
$234K -$65.9K -502 -22%
WMA
893
West Michigan Advisors
Michigan
$232K +$2.49K +19 +1%
BHPW
894
Beverly Hills Private Wealth
California
$232K -$104K -795 -31%
BSB
895
Bangor Savings Bank
Maine
$231K
NSIM
896
North Star Investment Management
Illinois
$230K +$3.28K +25 +1%
RCA
897
Resonant Capital Advisors
Wisconsin
$230K
KIA
898
Kraematon Investment Advisors
Massachusetts
$229K +$919 +7 +0.4%
TWM
899
Thrive Wealth Management
Pennsylvania
$229K -$47K -358 -17%
HB
900
Horizon Bancorp
Indiana
$229K -$70.2K -535 -23%