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SPDR S&P Dividend ETF

385 hedge funds and large institutions have $3.85B invested in SPDR S&P Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 138 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
11.13%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
1.27%
New
42
Increased
148
Reduced
138
Closed
19
Calls
$5.03M
Puts
$2.3M
Net Calls
+$2.72M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
226
Addison Capital
Pennsylvania
$559K +$14.7K +200 +3%
AAM
227
Aureus Asset Management
Massachusetts
$558K -$2.6M -35,315 -82%
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$553K -$6.24K -85 -1%
SFT
229
Simmons First Trust
Arkansas
$547K -$16.6K -226 -3%
QIM
230
Quest Investment Management
Oregon
$543K +$114K +1,555 +27%
KeyBank National Association
231
KeyBank National Association
Ohio
$538K -$35.3K -480 -6%
DC
232
Davenport & Co
Virginia
$520K +$38.6K +525 +8%
HSBC Holdings
233
HSBC Holdings
United Kingdom
$505K
BWFA
234
Baltimore-Washington Financial Advisors
Maryland
$499K +$186K +2,534 +60%
BP
235
Ballentine Partners
Massachusetts
$487K -$55.9K -760 -10%
JIC
236
Johnson Investment Counsel
Ohio
$485K +$237K +3,217 +95%
KWMG
237
King Wealth Management Group
Florida
$484K -$48.7K -662 -9%
PIM
238
Penobscot Investment Management
Massachusetts
$468K -$19.9K -270 -4%
SAM
239
Sawgrass Asset Management
Florida
$462K
ST
240
Smithfield Trust
Pennsylvania
$457K
SBH
241
Segall Bryant & Hamill
Illinois
$455K +$80K +1,087 +21%
JWBC
242
J.W. Burns & Co
New York
$452K +$2.21K +30 +0.5%
RIA
243
Regal Investment Advisors
Michigan
$450K -$810 -11 -0.2%
WA
244
WFG Advisors
Texas
$447K -$12.4K -169 -3%
HR
245
Howe & Rusling
New York
$438K +$19.1K +260 +5%
WSCM
246
Wellington Shields Capital Management
New York
$435K +$5.52K +75 +1%
SIA
247
SeaBridge Investment Advisors
New Jersey
$431K
NA
248
Nottingham Advisors
New York
$424K -$22K -300 -5%
MIM
249
Marco Investment Management
Georgia
$424K +$424K +5,762 New
IT
250
Investors Trust
Texas
$423K