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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 %
BA
901
Ballast Advisors
Minnesota
$233K +$2.13K +15 +0.9%
AAM
902
Augustine Asset Management
Florida
$233K +$1.28K +9 +0.6%
WCAMG
903
Woodard & Company Asset Management Group
North Carolina
$233K
CFFP
904
Center for Financial Planning
Michigan
$232K -$4.26K -30 -2%
PGAM
905
Princeton Global Asset Management
New Jersey
$231K +$142 +1 +0.1%
UFA
906
US Financial Advisors
Massachusetts
$231K
RIL
907
Rothschild Investment LLC
Illinois
$231K
GC
908
Gibson Capital
Pennsylvania
$230K
SAM
909
Sequent Asset Management
Texas
$230K
QCG
910
Quadrant Capital Group
Ohio
$230K
MWM
911
Marion Wealth Management
Pennsylvania
$228K -$14.1K -99 -6%
FFA
912
First Foundation Advisors
California
$227K
FFWM
913
Future Financial Wealth Management
Ohio
$227K
CIA
914
Caerus Investment Advisors
Texas
$227K
VNA
915
Valley National Advisers
Pennsylvania
$227K -$17K -120 -7%
DTC
916
Davidson Trust Company
Washington
$227K
FMII
917
Farmers & Merchants Investments Inc
Nebraska
$227K
CAG
918
Crestwood Advisors Group
Massachusetts
$226K -$59.4K -418 -21%
FNBOMD
919
First National Bank of Mount Dora
Florida
$226K +$226K +1,590 New
PWMAG
920
Pinnacle Wealth Management Advisory Group
New Jersey
$225K -$10.8K -76 -5%
GWSG
921
GPS Wealth Strategies Group
Colorado
$224K +$284 +2 +0.1%
SHA
922
Seneca House Advisors
Virginia
$223K +$223K +1,567 New
GGV
923
GG Group Ventures
Florida
$222K
MCC
924
Money Concepts Capital
Florida
$222K -$31.4K -221 -12%
NF
925
Nvest Financial
New Hampshire
$221K +$221K +1,559 New