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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 %
Jones Financial Companies
126
Jones Financial Companies
Missouri
$7.99M +$1.36M +10,362 +21%
Cerity Partners
127
Cerity Partners
New York
$7.97M -$2.6M -19,799 -25%
ST
128
Smithfield Trust
Pennsylvania
$7.96M -$47.8K -365 -0.6%
PPW
129
Parcion Private Wealth
Washington
$7.95M -$6.01M -45,820 -43%
PWP
130
Precedent Wealth Partners
Texas
$7.87M -$166K -1,262 -2%
GT
131
Greenleaf Trust
Michigan
$7.85M -$523K -3,982 -6%
Franklin Resources
132
Franklin Resources
California
$7.78M -$219K -1,672 -3%
AMM
133
American Money Management
California
$7.74M -$174K -1,327 -2%
WIC
134
Whitegate Investment Counselors
New Hampshire
$7.71M -$6.96K -53 -0.1%
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$7.68M -$270K -2,064 -3%
AllianceBernstein
136
AllianceBernstein
Tennessee
$7.65M +$257K +1,962 +3%
MMA
137
Miracle Mile Advisors
California
$7.48M +$7.23M +55,096 +2,949%
AWM
138
Aries Wealth Management
Maine
$7.37M +$134K +1,018 +2%
M&T Bank
139
M&T Bank
New York
$7.31M -$692K -5,271 -9%
NP
140
NorthRock Partners
Minnesota
$7.3M -$441K -3,363 -6%
WANY
141
Wealthspire Advisors (New York)
New York
$7.23M -$579K -4,409 -7%
GB
142
Gunma Bank
Japan
$7.22M +$7.22M +55,000 New
RFC
143
Regions Financial Corp
Alabama
$7.15M -$76K -579 -1%
SFWC
144
Strategic Family Wealth Counselors
New Jersey
$7.15M +$132K +1,009 +2%
CWM
145
Cornerstone Wealth Management
Missouri
$7.14M +$269K +2,051 +4%
JWWM
146
Johnson & White Wealth Management
Pennsylvania
$7.11M -$561K -4,276 -7%
WT
147
Whittier Trust
California
$7.09M -$579K -4,409 -8%
SWP
148
Stratos Wealth Partners
Ohio
$7.05M -$190K -1,451 -3%
AAS
149
Ameritas Advisory Services
Nebraska
$7.01M +$1.36M +10,505 +24%
MCA
150
MSH Capital Advisors
Arizona
$7M +$1.27M +9,712 +22%