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State Street SPDR Portfolio S&P Sector Neutral Dividend ETF

3 hedge funds and large institutions have $2.79M invested in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50.37% more ownership

Funds ownership: 0%50.37% (+50%)

Holders
3
Holders Change
+3
Holders Change %
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1
Concord Wealth Partners
Virginia
$1.26M +$1.2M +36,485 New
CAMV
2
Concord Asset Management (Virginia)
Virginia
$1.2M +$1.15M +34,682 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$326K +$311K +9,425 New

SPDG Hedge Fund Activity: Q1 2024 in Review

3 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) for Q1 2024, worth a combined $2.79M.

Buyers outnumbered sellers: 3 funds opened new SPDG positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Concord Wealth Partners, opening a new position worth an estimated $1.2M.

  • 3 institutional investors held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) as of Q1 2024, up from 0 in Q4 2023.
  • Funds reported $2.79M of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF stock for Q1 2024.
  • 3 funds opened new State Street SPDR Portfolio S&P Sector Neutral Dividend ETF positions in Q1 2024 and 0 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio S&P Sector Neutral Dividend ETF buyer in Q1 2024 was Concord Wealth Partners, an estimated $1.2M added.

Based on aggregated 13F filings for Q1 2024.