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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 %
BFIM
401
Beese Fulmer Investment Management
Ohio
$226K +$226K +2,688 New
SIG
402
Stanford Investment Group
California
$222K
PAM
403
Peak Asset Management
Colorado
$221K +$221K +2,630 New
SSWM
404
Smith Salley Wealth Management
North Carolina
$220K -$12.6K -150 -5%
CB
405
Commerce Bank
Missouri
$219K -$21.4K -255 -9%
SFG
406
SevenBridge Financial Group
Pennsylvania
$219K +$219K +2,613 New
OWD
407
Osborn Williams & Donohoe
Ohio
$218K
CA
408
Capital Advantage
California
$217K
RWA
409
Ropes Wealth Advisors
Massachusetts
$216K +$216K +2,576 New
BSB
410
Bangor Savings Bank
Maine
$213K -$17.6K -210 -8%
FT
411
Fiduciary Trust
Massachusetts
$213K
IWM
412
Integrated Wealth Management
California
$208K -$5.3K -63 -2%
MA
413
MCF Advisors
Kentucky
$205K
RCWMU
414
Rothschild & Co Wealth Management (UK)
United Kingdom
$204K +$204K +2,425 New
LWM
415
LBA Wealth Management
Florida
$201K -$156K -1,865 -44%
MA
416
MUFG Americas
New York
$174K +$42K +500 +32%
FANJ
417
Financial Architects (New Jersey)
New Jersey
$172K
EFSCE
418
Enterprise Financial Services Corp (EFSC)
Missouri
$172K
FNB
419
Farmers National Bank
Kentucky
$159K +$159K +1,900 New
ZB
420
Zions Bancorporation
Utah
$156K
HIIFS
421
Harel Insurance Investments & Financial Services
Israel
$151K -$144K
BWA
422
Burt Wealth Advisors
Maryland
$130K -$167K -2,000 -56%
HDIM
423
Hanson & Doremus Investment Management
Vermont
$128K
GI
424
Gradient Investments
Minnesota
$123K -$38.1K -454 -24%
BEAM
425
Baker Ellis Asset Management
Washington
$123K