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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.09B 7,692,008 -141,657 -2%
Morgan Stanley
2
Morgan Stanley
New York
$666M 4,691,061 +32,368 +0.7%
LPL Financial
3
LPL Financial
California
$398M 2,802,693 -137,831 -5%
JIC
4
Joel Isaacson & Co
New York
$350M 2,461,997 +30,381 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$343M 2,417,657 +5,114 +0.2%
RJA
6
Raymond James & Associates
Florida
$316M 2,221,989 -34,503 -2%
Wells Fargo
7
Wells Fargo
California
$251M 1,768,038 -74,587 -4%
Ameriprise
8
Ameriprise
Minnesota
$242M 1,702,359 -233,704 -12%
UBS Group
9
UBS Group
Switzerland
$242M 1,702,643 -56,952 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$185M 1,299,396 -24,168 -2%
RBA
11
Richard Bernstein Advisors
New York
$176M 1,238,618 -48,516 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$152M 1,073,457 -53,740 -5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$151M 1,059,965 -14,669 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$149M 1,047,188 -43,606 -4%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$147M 1,036,050 +122,858 +13%
Truist Financial
16
Truist Financial
North Carolina
$125M 877,892 -12,596 -1%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$110M 773,031 -2,118 -0.3%
1SB
18
1ST Source Bank
Indiana
$106M 744,555 +512 +0.1%
DWM
19
Destination Wealth Management
California
$99.5M 700,423 +2,366 +0.3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$99.1M 697,849 -29,931 -4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$96.8M 681,391 -1,089 -0.2%
CIA
22
Capital Investment Advisors
Georgia
$76.7M 539,981 -11,606 -2%
HighTower Advisors
23
HighTower Advisors
Illinois
$76.3M 537,467 +1,216 +0.2%
MCM
24
MAI Capital Management
Ohio
$73.7M 518,560 -735 -0.1%
Vanguard Group
25
Vanguard Group
Pennsylvania
$73.4M 516,513 +46 +0%