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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 %
FIM
1026
FWL Investment Management
Texas
$86.5K +$41.3K +291 +92%
AWA
1027
Alaska Wealth Advisors
Alaska
$85.9K
TCPG
1028
Trivant Custom Portfolio Group
California
$85.2K
JFGIW
1029
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85.2K
BCA
1030
Bray Capital Advisors
Florida
$85.2K
RMC
1031
Resources Management Corp
Connecticut
$85K
GBT
1032
Grove Bank & Trust
Florida
$82.7K
AWM
1033
Activest Wealth Management
Florida
$82.2K
HT
1034
Headlands Technologies
Illinois
$80.5K +$80.5K +567 New
CWM
1035
Compass Wealth Management
Connecticut
$75.3K
EB
1036
Eastern Bank
Massachusetts
$73.9K +$73.9K +520 New
PSB
1037
Piscataqua Savings Bank
New Hampshire
$73.2K
PA
1038
Pineridge Advisors
Missouri
$71.9K
AIM
1039
Arcadia Investment Management
Michigan
$71.9K
CP
1040
Castleview Partners
Texas
$69.2K +$284 +2 +0.4%
CSWM
1041
Cassady Schiller Wealth Management
Ohio
$67.8K
MSFP
1042
Mark Sheptoff Financial Planning
Connecticut
$67.5K
CT
1043
Clearstead Trust
Maine
$67.5K
ATS
1044
Ashton Thomas Securities
New York
$67K +$67K +472 New
CA
1045
Continuum Advisory
Idaho
$63.4K +$6.44K +46 +11%
MWM
1046
MGB Wealth Management
Texas
$63.2K
TCM
1047
Tradewinds Capital Management
Washington
$62.6K
JIP
1048
Jaffetilchin Investment Partners
Florida
$61.7K +$61.7K +434 New
WPW
1049
Waldron Private Wealth
Pennsylvania
$61.1K +$61.1K +430 New
CTC
1050
Cetera Trust Company
Minnesota
$58.8K