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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 %
RIL
926
Rothschild Investment LLC
Illinois
$213K
PCA
927
Prosperity Capital Advisors
Ohio
$213K +$213K +1,623 New
SWMG
928
Signature Wealth Management Group
Georgia
$213K
PGAM
929
Princeton Global Asset Management
New Jersey
$213K +$919 +7 +0.4%
GC
930
Gibson Capital
Pennsylvania
$213K
AAM
931
Augustine Asset Management
Florida
$213K -$10.4K -79 -5%
QCG
932
Quadrant Capital Group
Ohio
$213K -$9.06K -69 -4%
MPWT
933
MassMutual Private Wealth & Trust
Connecticut
$212K -$34K -259 -14%
WT
934
Washington Trust
Rhode Island
$212K
OGF
935
Orin Green Financial
California
$212K -$202K -1,616 Closed
BBHC
936
Brown Brothers Harriman & Co
New York
$210K
FFA
937
First Foundation Advisors
California
$210K -$148K -1,125 -41%
FFWM
938
Future Financial Wealth Management
Ohio
$210K +$210K +1,600 New
CIA
939
Caerus Investment Advisors
Texas
$210K +$210K +1,600 New
MC
940
McCarthy & Cox
Ohio
$205K +$205K +1,564 New
AFS
941
AFG Fiduciary Services
Massachusetts
$204K -$98.3K -757 -33%
KDA
942
Kraft Davis & Associates
Missouri
$203K +$203K +1,551 New
SHA
943
Seneca House Advisors
Virginia
$203K +$203K +1,548 New
NF
944
Nvest Financial
New Hampshire
$202K -$2.6M -19,845 -93%
RCA
945
Ranch Capital Advisors
Florida
$202K -$102K -777 -34%
AWE
946
Avidian Wealth Enterprises
Texas
$202K +$202K +1,538 New
UAG
947
United Advisor Group
Ohio
$202K +$202K +1,537 New
FSWA
948
Financial Synergies Wealth Advisors
Texas
$197K +$27K +206 +16%
First Manhattan
949
First Manhattan
New York
$195K -$20.5K -156 -10%
GI
950
GAMMA Investing
California
$193K