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SPDR S&P Dividend ETF

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Shares
Change %
VHAM
901
Van Hulzen Asset Management
California
$245K -$3.83K -29 -2%
GGI
902
Godsey & Gibb Inc
Virginia
$245K +$1.32K +10 +0.5%
SXL
903
Summit X LLC
Missouri
$245K +$24.2K +183 +11%
WAG
904
Wallace Advisory Group
California
$245K +$568 +4 +0.2%
RB
905
Rodgers Brothers
Pennsylvania
$244K
CWS
906
Cypress Wealth Services
California
$244K +$244K +1,850 New
CFGSD
907
Compass Financial Group (South Dakota)
South Dakota
$244K -$5.95K -45 -2%
OFS
908
Oldfather Financial Services
Nebraska
$243K
BFA
909
Beacon Financial Advisory
Ohio
$242K -$5.95K -45 -2%
SLC
910
Second Line Capital
Louisiana
$242K -$62.5K -473 -21%
FSC
911
Full Sail Capital
Oklahoma
$241K +$241K +1,827 New
WFA
912
WestHill Financial Advisors
California
$241K
WAM
913
Worth Asset Management
Texas
$240K
CCM
914
Condor Capital Management
New Jersey
$240K -$1.19K -9 -0.5%
SSWM
915
Smith Salley Wealth Management
North Carolina
$239K
B
916
Bailard
California
$238K
BAG
917
Bridgewealth Advisory Group
California
$238K
BFIM
918
Beese Fulmer Investment Management
Ohio
$237K
BHPW
919
Beverly Hills Private Wealth
California
$236K +$1.59K +12 +0.7%
NIWA
920
New Insight Wealth Advisors
California
$235K +$14.5K +110 +7%
GA
921
Goldstein Advisors
Wisconsin
$233K +$661 +5 +0.3%
ACM
922
Allred Capital Management
Texas
$232K -$132 -1 -0.1%
TW
923
TritonPoint Wealth
Maryland
$230K -$1.98K -15 -0.9%
CHC
924
City Holding Co
West Virginia
$230K -$20.1K -152 -8%
FG
925
Fiduciary Group
Georgia
$230K