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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 %
AWS
76
Atria Wealth Solutions
New York
$14.4M -$1.25M -8,805 -8%
MFIM
77
Mesirow Financial Investment Management
Illinois
$14.4M +$265K +1,869 +2%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$14.3M -$350K -2,461 -2%
SA
79
Sanctuary Advisors
Indiana
$14.1M +$2.89M +20,276 +26%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$14M -$1.4M -9,870 -9%
KIA
81
KCM Investment Advisors
California
$13.4M -$21K -148 -0.2%
WB
82
WesBanco Bank
West Virginia
$13.4M +$148K +1,041 +1%
SC
83
Savant Capital
Illinois
$13.2M -$355K -2,496 -3%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$13.2M -$622K -4,378 -4%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$12.9M -$1.53M -10,793 -11%
NB
86
NBT Bank
New York
$12.9M -$2.13K -15 -0%
HWM
87
HB Wealth Management
Georgia
$12.9M -$637K -4,486 -5%
EH
88
Equitable Holdings
New York
$12.8M -$456K -3,207 -3%
SWMG
89
Sard Wealth Management Group
Georgia
$12.8M -$68.2K -480 -0.5%
SF
90
Synovus Financial
Georgia
$12.7M +$5.98M +42,078 +89%
AIP
91
Ameritas Investment Partners
Nebraska
$12.6M +$307K +2,159 +2%
RPWA
92
Regent Peak Wealth Advisors
Georgia
$12.5M +$687K +4,837 +6%
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$12.5M -$310K -2,187 -2%
Corient Private Wealth
94
Corient Private Wealth
Florida
$12.2M +$1.46M +10,285 +14%
ODG
95
O'Dell Group
Ohio
$12M -$26.6M -187,526 -69%
SRC
96
Sage Rhino Capital
California
$12M -$81.4K -573 -0.7%
CIBC World Market
97
CIBC World Market
Ontario, Canada
$11.9M -$2.19M -15,425 -16%
IWMWV
98
Ironwood Wealth Management (West Virginia)
West Virginia
$11.8M -$29.4K -209 -0.2%
FMWA
99
Forvis Mazars Wealth Advisors
Missouri
$11.8M -$543K -3,824 -4%
AG
100
AlTi Global
New York
$11.5M