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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 %
BCA
1001
Bray Capital Advisors
Florida
$78.7K
AW
1002
Avion Wealth
Texas
$78K
GBT
1003
Grove Bank & Trust
Florida
$76.4K
BHWM
1004
Beaird Harris Wealth Management
Texas
$73.8K
CWM
1005
Compass Wealth Management
Connecticut
$69.6K
PSB
1006
Piscataqua Savings Bank
New Hampshire
$67.6K
VL
1007
Vima LLC
Michigan
$67.5K +$5.2K +42 +8%
RG
1008
Retirement Group
California
$66.8K -$8.93K -68 -12%
PA
1009
Pineridge Advisors
Missouri
$66.4K
AIM
1010
Arcadia Investment Management
Michigan
$66.4K
TCA
1011
Trifecta Capital Advisors
Illinois
$65.6K
GWSG
1012
GPS Wealth Strategies Group
Colorado
$64.3K +$21.9K +167 +52%
CP
1013
Castleview Partners
Texas
$63.4K +$262 +2 +0.4%
CSWM
1014
Cassady Schiller Wealth Management
Ohio
$62.6K
MSFP
1015
Mark Sheptoff Financial Planning
Connecticut
$62.3K
CT
1016
Clearstead Trust
Maine
$62.3K
FFA
1017
Farther Finance Advisors
California
$61.8K -$64.8K -496 -51%
TCM
1018
TruNorth Capital Management
Michigan
$60.6K +$60.6K +462 New
EDRH
1019
Edmond de Rothschild Holding
Switzerland
$59.1K -$45.9K -350 -44%
MWM
1020
MGB Wealth Management
Texas
$58.4K
AA
1021
Addison Advisors
Vermont
$58.1K -$9.84K -75 -14%
TAM
1022
Tucker Asset Management
Colorado
$57.4K -$10.9K -83 -16%
NFSG
1023
Newbridge Financial Services Group
Florida
$56.6K -$46.1K -351 -45%
SC
1024
SouthState Corp
Florida
$56.4K
WOC
1025
West Oak Capital
California
$56K