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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 %
CG
426
Corundum Group
Colorado
$348K +$25.7K +282 +8%
EWA
427
Exencial Wealth Advisors
Oklahoma
$343K +$9.76K +107 +3%
MWM
428
Mission Wealth Management
California
$341K
CCM
429
Coldstream Capital Management
Washington
$339K
FAB
430
First American Bank
Illinois
$337K
WWM
431
Windsor Wealth Management
Indiana
$334K
WF
432
WoodTrust Financial
Wisconsin
$334K +$44.5K +488 +15%
HTC
433
Haverford Trust Company
Pennsylvania
$333K -$96K -1,053 -22%
GFP
434
Gryphon Financial Partners
Ohio
$333K +$7.92K +87 +2%
KF
435
Krilogy Financial
Missouri
$325K
PWLP
436
Prio Wealth Limited Partnership
Massachusetts
$324K
AWA
437
Arete Wealth Advisors
Illinois
$323K +$18.2K +200 +6%
NEPWA
438
New England Private Wealth Advisors
Massachusetts
$321K +$637 +7 +0.2%
BMM
439
Buffington Mohr McNeal
Idaho
$318K -$91.3K -1,000 -22%
WHG
440
Westwood Holdings Group
Texas
$318K
RCAG
441
Rehmann Capital Advisory Group
Michigan
$317K +$1.46K +16 +0.5%
OIA
442
Optimum Investment Advisors
Illinois
$313K -$3.1K -34 -1%
QCG
443
Quadrant Capital Group
Ohio
$313K
BCP
444
Berkeley Capital Partners
Georgia
$312K +$16.6K +182 +6%
BDF
445
Balasa Dinverno & Foltz
$311K
Truist Financial
446
Truist Financial
North Carolina
$311K +$9.13K +100 +3%
CA
447
Crewe Advisors
Utah
$310K
SAM
448
Sequent Asset Management
Texas
$308K -$193K -2,196 -39%
BO
449
Bank OZK
Arkansas
$308K +$22.2K +243 +8%
CCT
450
Chemung Canal Trust
New York
$307K