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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 %
CLOS
1101
Compagnie Lombard Odier SCmA
Switzerland
$24.9K
NRG
1102
Nemes Rush Group
Michigan
$24.8K -$5.51K -42 -18%
BLC
1103
Brown, Lisle/Cummings
Rhode Island
$24.3K +$24.3K +171 New
PCM
1104
Perritt Capital Management
Illinois
$24.2K +$142 +1 +0.6%
FUBT
1105
First United Bank & Trust
Maryland
$24.1K -$568 -4 -2%
LOIP
1106
Live Oak Investment Partners
Texas
$22.9K -$20.5K
MCM
1107
MV Capital Management
Maryland
$22.4K
AWM
1108
Abound Wealth Management
Tennessee
$21.4K
SWM
1109
Sugarloaf Wealth Management
Georgia
$21K
EWP
1110
Elevation Wealth Partners
California
$20.9K
SWC
1111
Spectrum Wealth Counsel
Indiana
$20.6K
PCWA
1112
Pacific Capital Wealth Advisors
California
$19.7K
LWA
1113
Lowe Wealth Advisors
Maryland
$19.3K
PP
1114
PrairieView Partners
Minnesota
$19K
NFSG
1115
Newbridge Financial Services Group
Florida
$18.9K -$14.8K -104 -44%
CFO
1116
CVA Family Office
Colorado
$17.8K
MRCM
1117
M&R Capital Management
New Jersey
$17.6K -$2.13K -15 -11%
FDCP
1118
Foster Dykema Cabot & Partners
Massachusetts
$17.6K +$142 +1 +0.8%
TFA
1119
Toth Financial Advisory
Virginia
$16.9K
SIS
1120
Sound Income Strategies
Florida
$16.6K +$16.6K +117 New
GWANC
1121
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.6K
CPG
1122
Cornerstone Planning Group
New Jersey
$15.6K
RFA
1123
Register Financial Advisors
Georgia
$15.4K
OWP
1124
ORG Wealth Partners
Texas
$14.9K +$14.9K +105 New
FNWA
1125
Financial Network Wealth Advisors
Utah
$14.2K +$14.2K +100 New