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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 %
FHA
176
First Horizon Advisors
Tennessee
$5.68M +$85.4K +601 +2%
FFP
177
Forbes Financial Planning
Rhode Island
$5.51M +$110K +772 +2%
Envestnet Portfolio Solutions
178
Envestnet Portfolio Solutions
Illinois
$5.49M -$349K -2,456 -6%
EWA
179
EP Wealth Advisors
California
$5.44M -$23.2K -163 -0.4%
BBHC
180
Brown Brothers Harriman & Co
New York
$5.35M +$5.13M +36,120 +2,311%
NL
181
NWAM LLC
Washington
$5.27M +$5.27M +37,129 New
CWMGP
182
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$5.21M +$20.6K +145 +0.4%
TCA
183
Transcend Capital Advisors
New Jersey
$5.19M -$72.4K -510 -1%
FCM
184
Firestone Capital Management
Florida
$5.18M +$95.7K +674 +2%
AT
185
American Trust
Kentucky
$5.12M -$74.4K -524 -1%
CB
186
Centennial Bank
Arkansas
$5.07M -$668K -4,700 -12%
PWW
187
Pettyjohn Wood & White
Virginia
$5.05M -$53.1K -374 -1%
NP
188
NorthRock Partners
Minnesota
$4.91M -$582K -4,100 -11%
PIA
189
Perennial Investment Advisors
California
$4.9M +$173K +1,220 +4%
MAWCM
190
Mine & Arao Wealth Creation & Management
California
$4.75M +$476K +3,354 +11%
BPA
191
Beacon Pointe Advisors
California
$4.75M -$145K -1,021 -3%
WIM
192
Westside Investment Management
California
$4.7M +$61.8K +435 +1%
VWM
193
Valley Wealth Managers
New Jersey
$4.67M -$53.4K -376 -1%
DC
194
Davenport & Co
Virginia
$4.52M +$93.6K +659 +2%
GRP
195
Global Retirement Partners
California
$4.49M +$30.4K +214 +0.7%
DWM
196
Denver Wealth Management
Colorado
$4.46M +$143K +1,008 +3%
First Trust Advisors
197
First Trust Advisors
Illinois
$4.37M +$220K +1,548 +5%
KWA
198
Kingswood Wealth Advisors
California
$4.36M +$1.31M +9,206 +43%
BPWM
199
Badgley Phelps Wealth Managers
Washington
$4.35M +$739K +5,206 +20%
E
200
ETFidea
New York
$4.34M -$63.8K -449 -1%