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SPDR S&P Dividend ETF

499 hedge funds and large institutions have $4.49B invested in SPDR S&P Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 196 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+21
Holders Change %
+4.39%
% of All Funds
13.34%
Holding in Top 10
59
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.41%
% of All Funds
1.58%
New
48
Increased
196
Reduced
161
Closed
23
Calls
$27.3M
Puts
$16.8M
Net Calls
+$10.5M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
326
Birinyi Associates
Connecticut
$422K -$41.9K -500 -9%
BHB
327
Bank Hapoalim BM
Israel
$422K +$30.1K +359 +8%
CCM
328
Coldstream Capital Management
Washington
$413K
MWM
329
Mission Wealth Management
California
$406K
NG
330
NatWest Group
United Kingdom
$406K +$154K +1,830 +61%
BFA
331
Benedict Financial Advisors
Georgia
$404K -$69.6K -829 -15%
EWM
332
Evercore Wealth Management
New York
$403K
DK
333
Darrell & King
Virginia
$398K +$71.7K +855 +22%
HSA
334
HBK Sorce Advisory
Pennsylvania
$392K +$77.4K +922 +25%
SFSIG
335
San Francisco Sentry Investment Group
California
$388K +$388K +4,620 New
WI
336
WBI Investments
New Jersey
$387K +$387K +4,613 New
CIA
337
Choate Investment Advisors
Massachusetts
$382K
PP
338
Patten & Patten
Tennessee
$380K +$380K +4,531 New
DBT
339
Dubuque Bank & Trust
Iowa
$366K -$26.9K -321 -7%
CAG
340
Crestwood Advisors Group
Massachusetts
$349K -$31.9K -380 -8%
CI
341
Cavalier Investments
Georgia
$348K -$51.6K -615 -13%
KWMG
342
King Wealth Management Group
Florida
$341K
PWLP
343
Prio Wealth Limited Partnership
Massachusetts
$339K +$2.1K +25 +0.6%
TH
344
TCTC Holdings
Texas
$336K
AIM
345
Acropolis Investment Management
Missouri
$335K
NA
346
Nottingham Advisors
New York
$331K +$31K +369 +10%
FIM
347
Frontier Investment Management
Texas
$330K +$1.51K +18 +0.5%
CAL
348
Capital Analysts LLC
Pennsylvania
$328K +$134K +1,602 +69%
SGAM
349
Steinberg Global Asset Management
Florida
$325K -$12.6K -150 -4%
RIA
350
Regal Investment Advisors
Michigan
$324K -$33.6K -400 -9%