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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.

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 Market Value Shares Shares
Change
Shares
Change %
HSWM
76
Hubbell Strickland Wealth Management
Louisiana
$14.5M 110,242 -2,214 -2%
PMG
77
ProVise Management Group
Florida
$14.2M 108,497 -57,452 -35%
AAS
78
Avantax Advisory Services
Texas
$14M 106,472 -2,361 -2%
HCP
79
Holt Capital Partners
Texas
$13.9M 105,653 -4,925 -4%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$13.3M 101,012 -77,652 -43%
Northern Trust
81
Northern Trust
Illinois
$13.2M 100,417 -1,701 -2%
HWM
82
HB Wealth Management
Georgia
$13M 98,921 -697 -0.7%
CIBC World Market
83
CIBC World Market
Ontario, Canada
$13M 98,907 +778 +0.8%
SWMG
84
Sard Wealth Management Group
Georgia
$12.9M 98,670 +523 +0.5%
EH
85
Equitable Holdings
New York
$12.8M 97,819 +6,370 +7%
KIA
86
KCM Investment Advisors
California
$12.8M 97,161 -2,687 -3%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$12.7M 97,065 +13,472 +16%
MFIM
88
Mesirow Financial Investment Management
Illinois
$12.7M 96,616 +9,136 +10%
NB
89
NBT Bank
New York
$12.6M 96,187 -842 -0.9%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$12.4M 94,692 +3,387 +4%
WB
91
WesBanco Bank
West Virginia
$12.1M 92,545 -15 -0%
SC
92
Savant Capital
Illinois
$12M 91,706 -1,934 -2%
FMWA
93
Forvis Mazars Wealth Advisors
Missouri
$11.8M 89,667 -1,342 -1%
IWM
94
IHT Wealth Management
Illinois
$11.2M 85,591 -48,912 -36%
RPWA
95
Regent Peak Wealth Advisors
Georgia
$11.1M 84,594 -11,546 -12%
SRC
96
Sage Rhino Capital
California
$11.1M 84,522 +889 +1%
SL
97
Salomon & Ludwin
Virginia
$10.9M 83,176 -4,042 -5%
US Bancorp
98
US Bancorp
Minnesota
$10.9M 82,821 -11,453 -12%
AIP
99
Ameritas Investment Partners
Nebraska
$10.9M 82,739 +1,693 +2%
AG
100
AlTi Global
New York
$10.6M 80,703 -203 -0.3%