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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 %
RFG
976
RFP Financial Group
Georgia
$125K +$125K +952 New
CCA
977
Criterion Capital Advisors
Tennessee
$113K
HNB
978
Hilltop National Bank
Wyoming
$111K +$111K +842 New
HR
979
Howe & Rusling
New York
$109K -$27.2K -207 -20%
TCM
980
TD Capital Management
Tennessee
$108K +$5.9K +45 +6%
TIM
981
Tortoise Investment Management
New York
$107K
IWP
982
IAG Wealth Partners
Wisconsin
$107K -$10.6K -81 -9%
HWM
983
Horizons Wealth Management
North Carolina
$106K
MSG
984
Main Street Group
Virginia
$106K +$56.3K +430 +114%
FCA
985
FinTrust Capital Advisors
South Carolina
$102K +$52.6K +401 +106%
PCMC
986
Planning Capital Management Corporation
Pennsylvania
$102K
CNBTD
987
Citizens National Bank Trust Department
Mississippi
$102K
HIA
988
Harbor Investment Advisory
Maryland
$101K
AWM
989
Activest Wealth Management
Florida
$100K +$6.04K +46 +6%
TSWM
990
Tyler-Stone Wealth Management
Ohio
$99.7K +$1.97K +15 +2%
AIM
991
Anchor Investment Management
South Carolina
$99.2K +$6.56K +50 +7%
M
992
MOTCO
Texas
$90.3K
GA
993
GoalVest Advisory
New York
$89.9K
DAM
994
Delta Asset Management
Tennessee
$89.8K
Simplex Trading
995
Simplex Trading
Illinois
$83K +$28.5K +218 +52%
AIA
996
Armor Investment Advisors
North Carolina
$81.4K -$17.5K -133 -18%
AWA
997
Alaska Wealth Advisors
Alaska
$79.4K
RMC
998
Resources Management Corp
Connecticut
$79K +$79K +600 New
TCPG
999
Trivant Custom Portfolio Group
California
$78.7K
JFGIW
1000
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78.7K