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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 %
PIA
201
Perennial Investment Advisors
California
$4.28M +$217K +1,655 +5%
BlackRock
202
BlackRock
New York
$4.26M -$43K -328 -1%
MWP
203
MYCIO Wealth Partners
Pennsylvania
$4.24M -$2.05M -15,626 -33%
E
204
ETFidea
New York
$4.2M +$304K +2,315 +8%
FCH
205
Freestone Capital Holdings
Washington
$4.19M -$13.1K -100 -0.3%
MWA
206
Meridian Wealth Advisors
Texas
$4.12M -$39.8K -303 -1%
WIM
207
Westside Investment Management
California
$4.09M +$30.3K +231 +0.7%
MA
208
MAS Advisors
Florida
$4.06M +$279K +2,126 +7%
TRCT
209
Tower Research Capital (TRC)
New York
$3.89M +$3.88M +29,563 +27,122%
FA
210
FDx Advisors
Illinois
$3.89M -$436K -3,326 -10%
PCIA
211
Prime Capital Investment Advisors
Kansas
$3.89M -$316K -2,410 -8%
SIG
212
Stonegate Investment Group
Alabama
$3.87M +$50.7K +386 +1%
MBTD
213
Mechanics Bank - Trust Department
California
$3.86M -$110K -836 -3%
WA
214
Waverly Advisors
Alabama
$3.84M +$3.16M +24,107 +465%
NW
215
NewEdge Wealth
Pennsylvania
$3.72M +$321K +2,509 +9%
MSAM
216
Moloney Securities Asset Management
Missouri
$3.72M -$131K -1,000 -3%
LAM
217
Lewis Asset Management
California
$3.71M -$142K -1,082 -4%
FTWA
218
Fifth Third Wealth Advisors
Ohio
$3.65M +$3.28M +24,962 +866%
MAWCM
219
Mine & Arao Wealth Creation & Management
California
$3.63M +$167K +1,270 +5%
GL
220
Graypoint LLC
New York
$3.61M -$1.36M -10,338 -27%
GRP
221
Global Retirement Partners
California
$3.61M -$498K -3,794 -12%
IWC
222
Integrated Wealth Concepts
Massachusetts
$3.6M -$36.4K -277 -1%
NRI
223
NFP Retirement Inc
California
$3.46M -$34.8K -265 -1%
CCA
224
Cadent Capital Advisors
Oklahoma
$3.46M -$10.5M -80,376 -75%
EWA
225
EverSource Wealth Advisors
Alabama
$3.46M +$242K +1,900 +8%