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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 %
CTC
1026
Cetera Trust Company
Minnesota
$54.3K
BBPWM
1027
Blue Bell Private Wealth Management
Pennsylvania
$53.4K -$47.2K -360 -47%
CA
1028
Continuum Advisory
Idaho
$52.5K +$52.5K +401 New
FIM
1029
FWL Investment Management
Texas
$48.2K -$7.61K -58 -14%
FCMT
1030
Founders Capital Management (Texas)
Texas
$47.2K
CJL
1031
Cyrus J. Lawrence
New York
$47K +$47K +362 New
SAM
1032
Smartleaf Asset Management
Massachusetts
$46.7K
MFA
1033
Morling Financial Advisors
California
$46.3K
BFO
1034
Biltmore Family Office
North Carolina
$45.9K
AA
1035
AlphaMark Advisors
Kentucky
$45K
CSB
1036
City State Bank
Iowa
$44K
BFS
1037
Bare Financial Services
Pennsylvania
$43.5K
CPA
1038
Cardiff Park Advisors
California
$43K
EWM
1039
Evermay Wealth Management
Virginia
$42.8K
WAM
1040
WFA Asset Management
Wisconsin
$41.9K +$21.1K +161 +102%
CWM
1041
CarsonAllaria Wealth Management
Illinois
$41.6K +$41.6K +317 New
PFBT
1042
Parkside Financial Bank & Trust
Missouri
$40.7K -$1.05K -8 -3%
OC
1043
Oakworth Capital
Alabama
$40.2K
ME
1044
McIlrath & Eck
Washington
$39.2K
ACA
1045
American Capital Advisory
Idaho
$38.9K
OLVIG
1046
Oliver Lagore Vanvalin Investment Group
Michigan
$38.8K
WFA
1047
West Financial Advisors
Iowa
$38.6K
AWM
1048
Abound Wealth Management
Tennessee
$37.3K -$54.1K -412 -59%
AWM
1049
Angeles Wealth Management
California
$37K -$556K -4,236 -94%
MHR
1050
Matthew Hamilton Rosenberg
$36.3K -$20.2K -155 -36%