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SPDR S&P Dividend ETF

776 hedge funds and large institutions have $5.6B invested in SPDR S&P Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 215 increasing their positions, 333 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
15.7%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.81%
New
56
Increased
215
Reduced
333
Closed
54
Calls
$11.4M
Puts
$10.6M
Net Calls
+$817K
Net Calls Change
-$3.93M
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
251
Baker Avenue Asset Management
California
$1.53M -$15.4K -167 -1%
EFS
252
Essex Financial Services
Connecticut
$1.51M +$203K +2,202 +16%
IWC
253
Integrated Wealth Concepts
Massachusetts
$1.5M -$423K -4,581 -22%
KAH
254
Kathryn A. Hall
$1.5M +$316K +3,415 +27%
VFA
255
Voya Financial Advisors
Connecticut
$1.5M -$62.6K -682 -4%
SFG
256
StrategIQ Financial Group
Indiana
$1.49M +$77.3K +837 +5%
TNB
257
TCF National Bank
South Dakota
$1.48M -$116K -1,257 -7%
Prudential Financial
258
Prudential Financial
New Jersey
$1.47M +$196K +2,121 +15%
WWM
259
Western Wealth Management
Colorado
$1.46M -$80.2K -868 -5%
LFAS
260
Level Four Advisory Services
Texas
$1.45M -$1.66M -18,005 -53%
PPA
261
Parametric Portfolio Associates
Washington
$1.45M -$95.2K -1,030 -6%
PSP
262
Principal Street Partners
Tennessee
$1.45M +$10.8K +117 +0.7%
Fiera Capital (Canada)
263
Fiera Capital (Canada)
Quebec, Canada
$1.44M -$2M -21,640 -58%
AIA
264
Alera Investment Advisors
Illinois
$1.44M
IP
265
Investment Partners
Ohio
$1.44M
OR
266
Olympiad Research
Connecticut
$1.43M +$1.43M +15,433 New
AC
267
Addison Capital
Pennsylvania
$1.41M -$160K -1,730 -10%
WAP
268
Wealthcare Advisory Partners
Pennsylvania
$1.41M +$11.3K +122 +0.8%
LWAC
269
Laurel Wealth Advisors (California)
California
$1.41M +$313K +3,391 +29%
TCM
270
Tufton Capital Management
Maryland
$1.4M -$117K -1,270 -8%
AFP
271
Ausdal Financial Partners
Iowa
$1.37M -$70.2K -760 -5%
JFA
272
Johanson Financial Advisors
California
$1.35M +$63K +663 +5%
AIFAIM
273
American Institute for Advanced Investment Management
Arizona
$1.35M +$6.93K +75 +0.5%
FLPIM
274
F.L. Putnam Investment Management
Massachusetts
$1.34M +$184K +1,989 +16%
TFCP
275
Twin Focus Capital Partners
Massachusetts
$1.34M