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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 %
CAG
251
Crestwood Advisors Group
Massachusetts
$422K +$422K +5,735 New
SAM
252
Summit Asset Management
Tennessee
$417K -$7.36K -100 -2%
HJA
253
Hugh Johnson Advisors
New York
$413K +$39.8K +540 +11%
LI
254
LMCG Investments
Massachusetts
$405K -$4.86K -66 -1%
HSA
255
HBK Sorce Advisory
Pennsylvania
$400K +$368 +5 +0.1%
Franklin Resources
256
Franklin Resources
California
$389K
HIS
257
Horizon Investment Services
Indiana
$389K +$389K +5,212 New
ACM
258
Antonetti Capital Management
Florida
$388K -$7.36K -100 -2%
KFA
259
Kays Financial Advisory
Georgia
$384K -$24.1K -328 -6%
WA
260
WESPAC Advisors
California
$378K -$1.52M -20,606 -80%
CCFCSB
261
Cape Cod Five Cents Savings Bank
Massachusetts
$375K
AAS
262
Annex Advisory Services
Wisconsin
$372K -$45.3K -615 -11%
RT
263
Reliance Trust
Georgia
$366K +$21.8K +296 +6%
CFA
264
Carroll Financial Associates
North Carolina
$362K +$24K +326 +7%
PFS
265
Prospera Financial Services
Texas
$360K -$216K -2,933 -37%
FANJ
266
Financial Architects (New Jersey)
New Jersey
$360K +$12.4K +168 +4%
BFG
267
Beacon Financial Group
Texas
$354K -$26K -357 -7%
EWM
268
Evercore Wealth Management
New York
$354K
Toronto Dominion Bank
269
Toronto Dominion Bank
Ontario, Canada
$342K +$17.1K +223 +5%
CA
270
CapWealth Advisors
Tennessee
$333K -$155K -2,110 -32%
DCM
271
Donaldson Capital Management
Indiana
$330K -$18.4K -250 -5%
EB
272
Eastern Bank
Massachusetts
$329K +$329K +4,472 New
WTNA
273
Wilmington Trust National Association
Delaware
$325K -$41.2K -560 -11%
CSIC
274
Clifford Swan Investment Counsel
California
$316K
SIC
275
Salem Investment Counselors
North Carolina
$316K +$316K +4,300 New