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SPDR S&P Dividend ETF

447 hedge funds and large institutions have $4.73B invested in SPDR S&P Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 177 increasing their positions, 151 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+8
Holders Change %
+1.82%
% of All Funds
11.92%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
1.44%
New
41
Increased
177
Reduced
151
Closed
27
Calls
$2.45M
Puts
$1.9M
Net Calls
+$549K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
DY
301
Dowling & Yahnke
California
$387K +$31.3K +400 +9%
NA
302
Nottingham Advisors
New York
$385K
Truist Financial
303
Truist Financial
North Carolina
$385K +$149K +1,900 +63%
CIA
304
Choate Investment Advisors
Massachusetts
$384K
BFG
305
Beacon Financial Group
Texas
$383K -$34K -432 -8%
CLOS
306
Compagnie Lombard Odier SCmA
Switzerland
$383K
EWM
307
Evercore Wealth Management
New York
$375K +$375K +4,800 New
AAM
308
Aureus Asset Management
Massachusetts
$372K -$252K -3,224 -40%
CSIC
309
Clifford Swan Investment Counsel
California
$371K
OWD
310
Osborn Williams & Donohoe
Ohio
$360K
AAS
311
Annex Advisory Services
Wisconsin
$356K -$46.7K -598 -12%
JPTCCM
312
J.P. Turner & Co Capital Management
Georgia
$353K +$315 +4 +0.1%
FIM
313
Frontier Investment Management
Texas
$352K -$3.18K -41 -0.9%
AA
314
Advisory Alpha
Michigan
$350K +$41.3K +528 +13%
GT
315
Glenmede Trust
Pennsylvania
$336K -$216K -2,768 -39%
SIC
316
Salem Investment Counselors
North Carolina
$336K
BB
317
Busey Bank
Illinois
$335K +$12.2K +156 +4%
TFA
318
Transamerica Financial Advisors
Florida
$333K +$333K +4,254 New
BSB
319
Bangor Savings Bank
Maine
$331K -$3.52K -45 -1%
PWW
320
Pettyjohn Wood & White
Virginia
$329K +$22.3K +285 +7%
SCA
321
Stonebridge Capital Advisors
Minnesota
$321K +$63.7K +815 +25%
KWMG
322
King Wealth Management Group
Florida
$318K -$7.81K -100 -2%
FFBTD
323
First Financial Bank - Trust Division
Ohio
$317K -$86.8K -1,110 -21%
AllianceBernstein
324
AllianceBernstein
Tennessee
$315K +$112K +1,435 +55%
TH
325
TCTC Holdings
Texas
$313K