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State Street SPDR Portfolio S&P Sector Neutral Dividend ETF

5 hedge funds and large institutions have $3.58M invested in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding

Funds holding: 35 (+2)

28% more capital invested

Capital invested by funds: $2.79M → $3.58M (+$793K)

14.61% more ownership

Funds ownership: 50.37%64.98% (+15%)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1
Concord Wealth Partners
Virginia
$1.38M +$126K +3,716 +10%
CAMV
2
Concord Asset Management (Virginia)
Virginia
$1.35M +$154K +4,563 +13%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$371K +$45.7K +1,350 +14%
MF
4
Meridian Financial
Massachusetts
$240K +$236K +6,987 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$233K +$229K +6,756 New

SPDG Hedge Fund Activity: Q2 2024 in Review

5 of the 6,929 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) for Q2 2024, worth a combined $3.58M — up 28% from $2.79M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SPDG positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Meridian Financial, opening a new position worth an estimated $236K.

  • 5 institutional investors held State Street SPDR Portfolio S&P Sector Neutral Dividend ETF (SPDG) as of Q2 2024, up from 3 in Q1 2024.
  • Funds reported $3.58M of State Street SPDR Portfolio S&P Sector Neutral Dividend ETF stock for Q2 2024, up 28% quarter-over-quarter.
  • 2 funds opened new State Street SPDR Portfolio S&P Sector Neutral Dividend ETF positions in Q2 2024 and 0 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio S&P Sector Neutral Dividend ETF buyer in Q2 2024 was Meridian Financial, an estimated $236K added.

Based on aggregated 13F filings for Q2 2024.