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SPDR S&P Dividend ETF

364 hedge funds and large institutions have $3.9B invested in SPDR S&P Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 128 increasing their positions, 116 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+39
Holders Change %
+12%
% of All Funds
10.57%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
1.34%
New
66
Increased
128
Reduced
116
Closed
21
Calls
$5.26M
Puts
$3.62M
Net Calls
+$1.65M
Net Calls Change
-$4.01M
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
226
Great Lakes Advisors
Illinois
$508K
HSBC Holdings
227
HSBC Holdings
United Kingdom
$498K
CA
228
CapWealth Advisors
Tennessee
$482K -$85K -1,170 -15%
PIM
229
Penobscot Investment Management
Massachusetts
$482K +$10.2K +140 +2%
DC
230
Davenport & Co
Virginia
$475K -$38.9K -535 -8%
SAM
231
Sawgrass Asset Management
Florida
$456K -$36.3K -500 -7%
WSA
232
Willow Street Advisors
Florida
$455K
WA
233
WFG Advisors
Texas
$454K -$36.5K -502 -7%
ST
234
Smithfield Trust
Pennsylvania
$451K
RIA
235
Regal Investment Advisors
Michigan
$445K +$64.5K +887 +17%
JWBC
236
J.W. Burns & Co
New York
$444K -$2.54K -35 -0.6%
NA
237
Nottingham Advisors
New York
$441K -$79.9K -1,100 -15%
TRCT
238
Tower Research Capital (TRC)
New York
$437K -$1.73M -23,853 -80%
SIA
239
SeaBridge Investment Advisors
New Jersey
$426K -$23.3K -320 -5%
WSCM
240
Wellington Shields Capital Management
New York
$424K -$675K -9,298 -61%
QIM
241
Quest Investment Management
Oregon
$423K +$423K +5,830 New
SAM
242
Summit Asset Management
Tennessee
$419K -$36.4K -500 -8%
HR
243
Howe & Rusling
New York
$414K +$154K +2,115 +59%
AAS
244
Annex Advisory Services
Wisconsin
$412K -$50.6K -697 -11%
IT
245
Investors Trust
Texas
$404K -$9.79M -139,371 -96%
LI
246
LMCG Investments
Massachusetts
$404K +$4.79K +66 +1%
KFA
247
Kays Financial Advisory
Georgia
$403K +$403K +5,544 New
HSA
248
HBK Sorce Advisory
Pennsylvania
$394K +$1.67K +23 +0.4%
ACM
249
Antonetti Capital Management
Florida
$390K -$52.6K -725 -12%
Franklin Resources
250
Franklin Resources
California
$383K