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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 %
FA
876
Fiduciary Alliance
South Carolina
$255K -$17.2K -121 -6%
BHPW
877
Beverly Hills Private Wealth
California
$252K +$1.14K +8 +0.5%
BAG
878
Bridgewealth Advisory Group
California
$251K +$251K +1,764 New
ACM
879
Allred Capital Management
Texas
$250K +$284 +2 +0.1%
GA
880
Goldstein Advisors
Wisconsin
$250K
TW
881
TritonPoint Wealth
Maryland
$249K
FG
882
Fiduciary Group
Georgia
$247K
BP
883
Ballentine Partners
Massachusetts
$245K
Luther King Capital Management (LKCM)
884
Luther King Capital Management (LKCM)
Texas
$245K -$220K
RC
885
Roundview Capital
New Jersey
$244K
TDC
886
Thompson Davis & Co
Virginia
$243K +$243K +1,713 New
EP
887
EPIQ Partners
Minnesota
$243K
FCP
888
Fidelis Capital Partners
Florida
$241K
KCM
889
Kathmere Capital Management
Pennsylvania
$240K
SWMG
890
Signature Wealth Management Group
Georgia
$239K
RA
891
Riverstone Advisors
Texas
$239K
ML
892
McAdam LLC
Pennsylvania
$238K +$1.85K +13 +0.8%
NIWA
893
New Insight Wealth Advisors
California
$237K -$31.7K -223 -12%
BCP
894
Berkeley Capital Partners
Georgia
$237K -$25.1K -177 -10%
APA
895
Astoria Portfolio Advisors
New York
$237K +$237K +1,675 New
NSIM
896
North Star Investment Management
Illinois
$236K
ATPW
897
Ashton Thomas Private Wealth
Arizona
$236K +$426 +3 +0.2%
WP
898
WMS Partners
Maryland
$236K +$236K +1,660 New
SIC
899
Shoker Investment Counsel
Ohio
$236K +$426 +3 +0.2%
AF
900
Arrow Financial
New York
$233K +$233K +1,642 New