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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 %
FAB
301
First American Bank
Illinois
$255K
EVM
302
Eaton Vance Management
Massachusetts
$255K
SA
303
SRH Advisors
Kansas
$255K +$186K +2,520 +268%
SMG
304
Spectrum Management Group
Indiana
$253K
TT
305
Tower Trust
Indiana
$250K +$250K +3,391 New
CL
306
CPWM LLC
Washington
$247K +$2.36K +32 +1%
OWD
307
Osborn Williams & Donohoe
Ohio
$243K
T
308
Thomaspartners
Massachusetts
$243K +$10.1K +137 +4%
FLPIM
309
F.L. Putnam Investment Management
Massachusetts
$239K -$2.58K -35 -1%
SMC
310
Smith, Moore & Co
Missouri
$237K +$4.56K +62 +2%
AT
311
Arden Trust
Delaware
$236K
CA
312
Capital Advantage
California
$234K +$13.3K +180 +6%
EWA
313
Exencial Wealth Advisors
Oklahoma
$229K
PWLP
314
Prio Wealth Limited Partnership
Massachusetts
$228K +$25.7K +350 +13%
SGAM
315
Steinberg Global Asset Management
Florida
$227K -$38.4K -522 -14%
BPBT
316
Boston Private Bank & Trust
Massachusetts
$224K +$3.31K +45 +2%
BSB
317
Bangor Savings Bank
Maine
$223K -$83.4K -1,135 -27%
RVP
318
Relative Value Partners
Illinois
$221K
DY
319
Dowling & Yahnke
California
$220K +$12.7K +172 +6%
B
320
Bailard
California
$216K
I
321
IberiaBank
Louisiana
$211K
ST
322
Sabal Trust
Florida
$210K -$17.3M -236,080 -99%
MAA
323
Matrix Asset Advisors
New York
$208K +$208K +2,833 New
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$206K
PP
325
Patten & Patten
Tennessee
$206K