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SPDR S&P Dividend ETF

1,095 hedge funds and large institutions have $8.41B invested in SPDR S&P Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 327 increasing their positions, 448 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
-14
Holders Change %
-1.26%
% of All Funds
15.93%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
53
Increased
327
Reduced
448
Closed
53
Calls
$5.48M
Puts
$2.2M
Net Calls
+$3.28M
Net Calls Change
-$7.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
876
Condor Capital Management
New Jersey
$230K
B
877
Bailard
California
$229K
BFIM
878
Beese Fulmer Investment Management
Ohio
$228K
MCC
879
Money Concepts Capital
Florida
$226K -$60.8K -478 -21%
FCP
880
Fidelis Capital Partners
Florida
$225K
BHPW
881
Beverly Hills Private Wealth
California
$224K -$763 -6 -0.3%
ACM
882
Allred Capital Management
Texas
$224K -$27K -212 -11%
GA
883
Goldstein Advisors
Wisconsin
$224K +$224K +1,760 New
TW
884
TritonPoint Wealth
Maryland
$223K +$223K +1,757 New
ZIM
885
Zacks Investment Management
Illinois
$223K -$10.6K -83 -5%
FG
886
Fiduciary Group
Georgia
$221K
MPW
887
Monterey Private Wealth
California
$221K -$18.7K -147 -8%
EWS
888
Evergreen Wealth Solutions
Pennsylvania
$221K -$12.7K -100 -5%
BP
889
Ballentine Partners
Massachusetts
$220K -$38.2K -300 -15%
Luther King Capital Management (LKCM)
890
Luther King Capital Management (LKCM)
Texas
$220K -$227K
VNA
891
Valley National Advisers
Pennsylvania
$219K -$64.8K -510 -23%
WAG
892
Wallace Advisory Group
California
$219K +$1.02K +8 +0.5%
RC
893
Roundview Capital
New Jersey
$218K -$382 -3 -0.2%
RCA
894
Resonant Capital Advisors
Wisconsin
$218K -$4.96K -39 -2%
EP
895
EPIQ Partners
Minnesota
$217K
BWP
896
Balboa Wealth Partners
Arizona
$217K -$763 -6 -0.3%
MWM
897
Marion Wealth Management
Pennsylvania
$217K +$763 +6 +0.4%
BCMLT
898
Beacon Capital Management LLC (Tennessee)
Tennessee
$215K
KCM
899
Kathmere Capital Management
Pennsylvania
$215K
SWMG
900
Signature Wealth Management Group
Georgia
$214K