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SPDR S&P Dividend ETF

785 hedge funds and large institutions have $5.39B invested in SPDR S&P Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 231 increasing their positions, 353 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-74
Holders Change %
-8.61%
% of All Funds
17.34%
Holding in Top 10
56
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.22%
% of All Funds
1.24%
New
67
Increased
231
Reduced
353
Closed
130
Calls
$6.16M
Puts
$2.44M
Net Calls
+$3.72M
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Shares
Change %
LOIM
226
Liberty One Investment Management
Illinois
$1.84M +$40.9K +512 +2%
CAGAS
227
Capital Advisory Group Advisory Services
Minnesota
$1.82M +$63.2K +791 +4%
TCOV
228
Trust Company of Vermont
Vermont
$1.82M +$10.5K +131 +0.6%
LWM
229
Lenox Wealth Management
Ohio
$1.81M -$45.4K -569 -2%
SW
230
SVB Wealth
Massachusetts
$1.79M -$240 -3 -0%
MA
231
Montag & Associates
Georgia
$1.78M -$174K -2,184 -9%
SFPG
232
Stonebridge Financial Planning Group
Florida
$1.77M -$38.6K -455 -2%
SPC
233
Sigma Planning Corp
Michigan
$1.77M +$229K +2,863 +15%
TPWA
234
TRUE Private Wealth Advisors
Oregon
$1.74M -$336K -4,203 -16%
AWM
235
Aberdeen Wealth Management
Illinois
$1.74M -$1.68K -21 -0.1%
PJB
236
Paul John Balson
California
$1.72M +$1.72M +21,507 New
AIA
237
Alera Investment Advisors
Illinois
$1.71M -$153K -1,918 -8%
HCA
238
Harbour Capital Advisors
Virginia
$1.7M -$3.99K -50 -0.2%
KWM
239
Kingsview Wealth Management
Oregon
$1.68M +$240K +3,007 +17%
NCM
240
Narwhal Capital Management
Georgia
$1.64M -$6.31K -79 -0.4%
KOMWMG
241
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.61M +$14.7K +184 +0.9%
APSP
242
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.6M +$12.8K +160 +0.8%
VFA
243
Voya Financial Advisors
Connecticut
$1.59M -$956K -11,778 -37%
DW
244
Domani Wealth
Pennsylvania
$1.59M +$134K +1,684 +9%
FAB
245
First American Bank
Illinois
$1.56M -$665K -8,330 -30%
CT
246
Coastline Trust
Rhode Island
$1.55M -$9.59K -120 -0.6%
NRI
247
NFP Retirement Inc
California
$1.53M -$24.9K -312 -2%
HFA
248
High Falls Advisors
New York
$1.52M
MWA
249
Meridian Wealth Advisors
Texas
$1.5M +$174K +2,180 +13%
OAM
250
Occidental Asset Management
California
$1.48M -$73.3K -918 -5%