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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 %
CL
351
CPWM LLC
Washington
$323K +$1.85K +22 +0.6%
Luther King Capital Management (LKCM)
352
Luther King Capital Management (LKCM)
Texas
$321K -$226K -2,700 -41%
AAS
353
Annex Advisory Services
Wisconsin
$321K -$9.9K -118 -3%
GWS
354
Glassman Wealth Services
Virginia
$320K
FFA
355
First Foundation Advisors
California
$318K +$16.1K +192 +5%
ASN
356
Advisory Services Network
Georgia
$316K +$19.7K +235 +7%
JFA
357
JNBA Financial Advisors
Minnesota
$315K
PFP
358
Pinnacle Financial Partners
Tennessee
$315K +$315K +3,664 New
VWA
359
V Wealth Advisors
Kansas
$313K +$16K +191 +5%
NAMP
360
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$312K
FAB
361
First American Bank
Illinois
$310K -$12.6K -150 -4%
CCM
362
Colorado Capital Management
Colorado
$308K
CFA
363
Carroll Financial Associates
North Carolina
$304K -$2.18K -26 -0.7%
GC
364
Grimes & Company
Massachusetts
$303K -$5.03K -60 -2%
Truist Financial
365
Truist Financial
North Carolina
$302K -$135K -1,614 -31%
KFA
366
Kays Financial Advisory
Georgia
$300K -$10.7K -128 -3%
LWA
367
Lebenthal Wealth Advisors
New York
$300K +$300K +3,570 New
LH
368
Lebenthal Holdings
New York
$300K +$300K +3,570 New
CWA
369
Cypress Wealth Advisors
California
$299K
WS
370
Wedbush Securities
California
$299K +$66.6K +794 +29%
CCMG
371
Clark Capital Management Group
Pennsylvania
$298K -$353K -4,200 -54%
FFBTD
372
First Financial Bank - Trust Division
Ohio
$298K +$41.9K +500 +16%
GC
373
Garde Capital
Washington
$296K
NEPWA
374
New England Private Wealth Advisors
Massachusetts
$294K +$505 +6 +0.2%
RCAG
375
Rehmann Capital Advisory Group
Michigan
$293K -$14.4K -171 -5%