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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 %
WFP
951
Wrenne Financial Planning
Kentucky
$210K +$210K +1,480 New
GAG
952
GM Advisory Group
New York
$210K -$80.6K -567 -28%
SAM
953
Summit Asset Management
Tennessee
$210K +$210K +1,475 New
IIA
954
Integral Investment Advisors
California
$210K +$210K +1,475 New
RFO
955
RiverGlades Family Offices
Florida
$210K +$210K +1,475 New
ATC
956
Adirondack Trust Company
New York
$207K
BEAM
957
Baker Ellis Asset Management
Washington
$207K +$207K +1,460 New
HL
958
HeadInvest LLC
Maine
$207K -$30.8K -217 -13%
MAG
959
Mayfair Advisory Group
Alabama
$207K +$207K +1,468 New
Chevy Chase Trust
960
Chevy Chase Trust
Maryland
$207K +$207K +1,455 New
SEIA
961
Signature Estate & Investment Advisors
California
$207K +$207K +1,455 New
V
962
ViaWealth
Kansas
$206K +$206K +1,451 New
FA
963
Financial Alternatives
California
$206K +$206K +1,451 New
OPW
964
Oxler Private Wealth
New York
$206K +$206K +1,451 New
ODA
965
One Degree Advisors
California
$206K +$206K +1,458 New
TCG
966
Transcendent Capital Group
Oklahoma
$206K
B
967
Bensler
Washington
$205K +$205K +1,447 New
LWM
968
Lodestone Wealth Management
Washington
$205K +$205K +1,440 New
AWM
969
Accurate Wealth Management
Florida
$203K +$203K +1,422 New
IIA
970
ICW Investment Advisors
Arizona
$202K +$202K +1,425 New
PPWP
971
Premier Path Wealth Partners
New Jersey
$202K -$252K -1,776 -56%
PPWM
972
PFG Private Wealth Management
Florida
$202K
AC
973
AWM Capital
Arizona
$201K +$201K +1,415 New
CFCI
974
Comprehensive Financial Consultants Institutional
Indiana
$201K +$201K +1,414 New
FFL
975
Financial Freedom LLC
Ohio
$197K -$134K -944 -41%