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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 %
SWM
1076
Sugarloaf Wealth Management
Georgia
$19.4K
EWP
1077
Elevation Wealth Partners
California
$19.3K
SWC
1078
Spectrum Wealth Counsel
Indiana
$19K
PP
1079
PrairieView Partners
Minnesota
$19K +$1.37K +10 +8%
MRCM
1080
M&R Capital Management
New Jersey
$18.2K
LWA
1081
Lowe Wealth Advisors
Maryland
$17.8K -$7.88K -60 -31%
POIA
1082
Pin Oak Investment Advisors
Texas
$17K -$2.58K -20 -13%
CFO
1083
CVA Family Office
Colorado
$16.4K
FDCP
1084
Foster Dykema Cabot & Partners
Massachusetts
$16.1K
AFWM
1085
Abich Financial Wealth Management
Virginia
$15.7K
RCM
1086
Rain Capital Management
Oregon
$15.5K +$131 +1 +0.9%
TFA
1087
Toth Financial Advisory
Virginia
$15.4K +$15.4K +117 New
CPG
1088
Cornerstone Planning Group
New Jersey
$14.4K -$14.1K -110 -50%
RFA
1089
Register Financial Advisors
Georgia
$14.1K +$5.36K +41 +61%
BFA
1090
Bright Financial Advisors
Michigan
$13.3K +$13.3K +12,990 New
DWS
1091
Dynamic Wealth Strategies
California
$13K
PCWA
1092
Pacific Capital Wealth Advisors
California
$12.7K +$12.7K +97 New
DF
1093
Dunhill Financial
United Kingdom
$10.8K
FPF
1094
First Pacific Financial
Washington
$9.78K -$4.83K -37 -33%
CPBTD
1095
Central Pacific Bank - Trust Division
Hawaii
$9.54K +$9.54K +73 New
MWM
1096
Mascoma Wealth Management
New Hampshire
$9.45K
SFCL
1097
Strengthening Families & Communities LLC
Massachusetts
$8K
WWP
1098
WR Wealth Planners
Missouri
$7.87K +$7.87K +60 New
AssetMark Inc
1099
AssetMark Inc
California
$6.69K -$178K -1,357 -96%
CCM
1100
Chilton Capital Management
Texas
$6.3K -$62.3K -475 -91%