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SPDR S&P Dividend ETF

643 hedge funds and large institutions have $4.99B invested in SPDR S&P Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 267 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-17
Holders Change %
-2.58%
% of All Funds
14.76%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
1.26%
New
54
Increased
192
Reduced
267
Closed
64
Calls
$6.16M
Puts
$4.32M
Net Calls
+$1.84M
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
251
OneDigital Investment Advisors
Kansas
$1.21M -$20.2K -221 -2%
AFP
252
Ausdal Financial Partners
Iowa
$1.2M +$13.3K +146 +1%
JFA
253
Johanson Financial Advisors
California
$1.2M +$97.9K +1,073 +9%
BAS
254
Brown Advisory Securities
Maryland
$1.16M +$108K +1,183 +10%
CL
255
Choreo LLC
Illinois
$1.15M +$3.92K +43 +0.3%
VA
256
Valmark Advisers
Ohio
$1.14M -$1.55K -17 -0.1%
BFG
257
Bouchey Financial Group
New York
$1.13M -$5.75K -63 -0.5%
TF
258
TIAA FSB
Florida
$1.13M +$117K +1,280 +12%
RVPG
259
Relative Value Partners Group
$1.13M +$1.13M +12,382 New
KFA
260
Kays Financial Advisory
Georgia
$1.13M -$21.8K -239 -2%
TSWM
261
Triangle Securities Wealth Management
North Carolina
$1.12M -$5.38K -59 -0.5%
PA
262
Pinnacle Associates
New York
$1.12M +$493K +5,403 +78%
LSAG
263
Lake Street Advisors Group
New Hampshire
$1.11M -$182K -2,000 -14%
JIC
264
Johnson Investment Counsel
Ohio
$1.1M +$58.1K +637 +6%
DSC
265
Duncker Streett & Co
Missouri
$1.1M +$20.3K +223 +2%
AMCA
266
Arthur M. Cohen & Associates
Illinois
$1.1M -$55.6K -622 -5%
RA
267
RFG Advisory
Alabama
$1.1M +$1.1M +12,017 New
WPC
268
White Pine Capital
Minnesota
$1.09M
BFA
269
Beaumont Financial Advisors
Massachusetts
$1.09M +$182 +2 +0%
PPA
270
Parametric Portfolio Associates
Washington
$1.08M -$98.7K -1,083 -8%
FWCM
271
Ferguson Wellman Capital Management
Oregon
$1.07M +$116K +1,270 +12%
WAM
272
Wealthspire Advisors (Maryland)
Maryland
$1.07M -$71.4K -783 -6%
PIM
273
Penobscot Investment Management
Massachusetts
$1.06M +$654K +7,170 +161%
AL
274
Aspiriant LLC
California
$1.06M +$1.06M +11,636 New
Lido Advisors
275
Lido Advisors
California
$1.04M +$53.4K +586 +5%