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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 %
KCPG
351
Kavar Capital Partners Group
Kansas
$70K
WCM
352
Wealthcare Capital Management
Virginia
$67K
FBT
353
Founders Bank & Trust
Michigan
$62K -$1.03K -14 -2%
MA
354
MUFG Americas
New York
$61K -$11K -150 -15%
PSUF
355
People's United Financial
Connecticut
$58K
LWM
356
LBA Wealth Management
Florida
$55K -$18.4K -251 -25%
BRWM
357
B. Riley Wealth Management
Tennessee
$51K +$51K +690 New
AA
358
Apriem Advisors
California
$50K +$741 +10 +2%
DADC
359
D.A. Davidson & Co
Montana
$45K -$11.3K -157 -20%
JFGIW
360
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K +$42K +570 New
TCM
361
Tradewinds Capital Management
Washington
$41K
VCM
362
Vigilant Capital Management
Maine
$39K
TIM
363
Tortoise Investment Management
New York
$37K
Canada Life
364
Canada Life
Manitoba, Canada
$36K
CFA
365
CT Financial Advisors
Pennsylvania
$32.6K +$32.6K +417 New
AUB
366
Atlantic Union Bankshares
Virginia
$32K +$32K +460 New
SGC
367
South Georgia Capital
Illinois
$29K
SFPIA
368
Stevens First Principles Investment Advisors
California
$27K
GI
369
Gradient Investments
Minnesota
$24K +$145 +2 +0.6%
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$22K
WRM
371
Westport Resources Management
Connecticut
$20K -$7.44K -103 -27%
MCM
372
Manchester Capital Management
Vermont
$20K
CHC
373
City Holding Co
West Virginia
$17K -$12.6K -170 -43%
RFA
374
Reilly Financial Advisors
California
$15K
BIM
375
BlackRock Investment Management
Delaware
$15K +$15K +200 New