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SPDR S&P Dividend ETF

1,177 hedge funds and large institutions have $9.49B invested in SPDR S&P Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 347 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,177
Holders Change
+30
Holders Change %
+2.62%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.52%
% of All Funds
0.51%
New
141
Increased
347
Reduced
383
Closed
84
Calls
$5.52M
Puts
$4.82M
Net Calls
+$700K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
1026
IAG Wealth Partners
Wisconsin
$108K
FFL
1027
Financial Freedom LLC
Ohio
$106K -$76.8K -581 -42%
SC
1028
Stephens Consulting
Michigan
$105K +$792 +6 +0.8%
CNBTD
1029
Citizens National Bank Trust Department
Mississippi
$101K
BA
1030
Bristlecone Advisors
Washington
$101K
BTD
1031
BankPlus Trust Department
Mississippi
$101K +$101K +765 New
AP
1032
Atwood & Palmer
Missouri
$99.1K
CAS
1033
Coppell Advisory Solutions
Texas
$93.3K +$58.2K +442 +166%
AIM
1034
Anchor Investment Management
South Carolina
$93.3K
KWM
1035
Kiker Wealth Management
Georgia
$93.1K +$93.1K +705 New
BWM
1036
Bernard Wealth Management
Michigan
$91.7K +$91.7K +694 New
M
1037
MOTCO
Texas
$90.9K
GA
1038
GoalVest Advisory
New York
$90.5K
DAM
1039
Delta Asset Management
Tennessee
$88.4K
PPA
1040
Painted Porch Advisors
California
$82.2K
AIA
1041
Armor Investment Advisors
North Carolina
$81.9K
HIA
1042
Harbor Investment Advisory
Maryland
$81.7K -$9.9K -75 -11%
JFGIW
1043
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80.7K
FIM
1044
FWL Investment Management
Texas
$80.4K
TCPG
1045
Trivant Custom Portfolio Group
California
$79.3K
BCA
1046
Bray Capital Advisors
Florida
$79.3K
HT
1047
Headlands Technologies
Illinois
$77.1K +$2.25K +17 +3%
GBT
1048
Grove Bank & Trust
Florida
$76.9K
CWM
1049
Compass Wealth Management
Connecticut
$70K
EB
1050
Eastern Bank
Massachusetts
$68.7K