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SPDR S&P Dividend ETF

643 hedge funds and large institutions have $4.99B invested in SPDR S&P Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 192 increasing their positions, 267 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
-17
Holders Change %
-2.58%
% of All Funds
14.76%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
1.26%
New
54
Increased
192
Reduced
267
Closed
64
Calls
$6.16M
Puts
$4.32M
Net Calls
+$1.84M
Net Calls Change
+$1.17M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
376
WMS Partners
Maryland
$474K -$50.1K -550 -10%
CCFCSB
377
Cape Cod Five Cents Savings Bank
Massachusetts
$474K
ACP
378
Ashfield Capital Partners
California
$474K +$9.12K +100 +2%
UR
379
USCA RIA
Texas
$472K -$30.1K -330 -6%
BRWA
380
B. Riley Wealth Advisors
Florida
$465K +$75K +821 +19%
UBG
381
United Bank (Georgia)
Georgia
$463K -$6.83K -75 -1%
EDRH
382
Edmond de Rothschild Holding
Switzerland
$461K -$235K -2,570 -34%
HA
383
Harfst & Associates
Wyoming
$459K -$10.4M -113,685 -96%
KJWM
384
Kiley Juergens Wealth Management
Washington
$456K
PAM
385
Peak Asset Management
Colorado
$454K
ASN
386
Advisory Services Network
Georgia
$454K +$2.1K +23 +0.5%
GIA
387
Guyasuta Investment Advisors
Pennsylvania
$452K
DC
388
Derby & Company
Massachusetts
$451K -$81.8K -896 -15%
AIM
389
Acropolis Investment Management
Missouri
$441K
ADL
390
Asset Dedication LLC
California
$434K
SMFG
391
Sumitomo Mitsui Financial Group
Japan
$433K -$48.5K -532 -10%
OWD
392
Osborn Williams & Donohoe
Ohio
$433K +$433K +4,746 New
LIM
393
Loudon Investment Management
New Hampshire
$431K -$185K -2,028 -30%
B
394
Bailard
California
$426K +$88.8K +975 +26%
UBV
395
United Bank (Virginia)
Virginia
$424K +$424K +4,650 New
SBSB
396
Sullivan, Bruyette, Speros & Blaney
Virginia
$423K -$52.4K -575 -11%
WWM
397
Wagner Wealth Management
South Carolina
$423K
WAP
398
Wealthcare Advisory Partners
Pennsylvania
$422K +$51K +559 +14%
EWM
399
Evercore Wealth Management
New York
$421K -$72.9K -800 -15%
KPAG
400
KLS Professional Advisors Group
New York
$416K