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SPDR S&P Dividend ETF

514 hedge funds and large institutions have $4.83B invested in SPDR S&P Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 187 increasing their positions, 175 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+15
Holders Change %
+3.01%
% of All Funds
13.74%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
1.44%
New
43
Increased
187
Reduced
175
Closed
19
Calls
$22.6M
Puts
$16.9M
Net Calls
+$5.77M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
426
Peak Financial Management
Massachusetts
$212K -$42.3K -502 -17%
HIMC
427
Heritage Investors Management Corp
Maryland
$212K +$212K +2,514 New
BSW
428
Buckingham Strategic Wealth
Missouri
$212K +$212K +2,515 New
IWM
429
Integrated Wealth Management
California
$209K
RCWMU
430
Rothschild & Co Wealth Management (UK)
United Kingdom
$205K
MWM
431
Modera Wealth Management
New Jersey
$205K +$205K +2,430 New
AA
432
Ancora Advisors
Ohio
$204K +$204K +2,417 New
TCM
433
Tradewinds Capital Management
Washington
$188K +$141K +1,675 +300%
FANJ
434
Financial Architects (New Jersey)
New Jersey
$173K
Bessemer Group
435
Bessemer Group
New Jersey
$162K +$146K +1,725 +894%
LWM
436
LBA Wealth Management
Florida
$160K -$42.1K -500 -21%
EFSCE
437
Enterprise Financial Services Corp (EFSC)
Missouri
$159K -$14.7K -174 -8%
ZB
438
Zions Bancorporation
Utah
$153K
HIIFS
439
Harel Insurance Investments & Financial Services
Israel
$149K -$151K
AA
440
Apriem Advisors
California
$148K +$86.1K +1,018 +139%
GI
441
Gradient Investments
Minnesota
$141K +$17.2K +204 +14%
CG
442
Cutler Group
California
$141K +$141K +1,670 +55,667%
JWM
443
Jacobus Wealth Management
Wisconsin
$139K +$139K +1,650 New
BWA
444
Burt Wealth Advisors
Maryland
$131K
HDIM
445
Hanson & Doremus Investment Management
Vermont
$129K
HCC
446
Hirtle Callaghan & Co
Pennsylvania
$124K +$124K +1,468 New
BEAM
447
Baker Ellis Asset Management
Washington
$123K
AA
448
AlphaMark Advisors
Kentucky
$115K +$6.35K +75 +6%
ACS
449
Archford Capital Strategies
Illinois
$109K
EWM
450
Endurance Wealth Management
Rhode Island
$102K