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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 %
BLC
1126
Brown, Lisle/Cummings
Rhode Island
$22.6K
FUBT
1127
First United Bank & Trust
Maryland
$22.5K
CBT
1128
Crews Bank & Trust
Florida
$21.8K +$21.8K +165 New
LOIP
1129
Live Oak Investment Partners
Texas
$21.3K -$22.9K
WWA
1130
Wingate Wealth Advisors
Massachusetts
$20.9K +$20.9K +158 New
MCM
1131
MV Capital Management
Maryland
$20.9K
AWM
1132
Abound Wealth Management
Tennessee
$19.9K
SWM
1133
Sugarloaf Wealth Management
Georgia
$19.6K
EWP
1134
Elevation Wealth Partners
California
$19.4K
PCWA
1135
Pacific Capital Wealth Advisors
California
$18.4K
PP
1136
PrairieView Partners
Minnesota
$18K
LWA
1137
Lowe Wealth Advisors
Maryland
$18K
PS
1138
Pinney & Scofield
Massachusetts
$17.8K +$17.8K +135 New
NFSG
1139
Newbridge Financial Services Group
Florida
$17.6K
CFO
1140
CVA Family Office
Colorado
$16.5K
FDCP
1141
Foster Dykema Cabot & Partners
Massachusetts
$16.5K +$132 +1 +0.8%
TFA
1142
Toth Financial Advisory
Virginia
$15.7K
PIS
1143
POM Investment Strategies
North Carolina
$15.6K +$15.6K +118 New
CPG
1144
Cornerstone Planning Group
New Jersey
$14.7K -$545 -4 -4%
RFA
1145
Register Financial Advisors
Georgia
$14.3K
FWA
1146
Flagship Wealth Advisors
Massachusetts
$14.1K +$14.1K +107 New
POIA
1147
Pin Oak Investment Advisors
Texas
$14K
OWP
1148
ORG Wealth Partners
Texas
$13.9K
FAI
1149
Fiduciary Advisors Inc
Missouri
$13.5K +$13.5K +102 New
MEG
1150
Millstone Evans Group
Colorado
$13.5K +$13.5K +102 New