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SPDR S&P Dividend ETF

641 hedge funds and large institutions have $4.9B invested in SPDR S&P Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 198 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-2
Holders Change %
-0.31%
% of All Funds
14.7%
Holding in Top 10
47
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-14.55%
% of All Funds
1.08%
New
36
Increased
198
Reduced
258
Closed
32
Calls
$7M
Puts
$5.37M
Net Calls
+$1.62M
Net Calls Change
-$214K
Name Holding Trade Value Shares
Change
Shares
Change %
BMM
426
Buffington Mohr McNeal
Idaho
$325K +$2.04K +22 +0.6%
CIA
427
Choate Investment Advisors
Massachusetts
$323K -$55.1K -595 -15%
BCP
428
Berkeley Capital Partners
Georgia
$320K +$2.68K +29 +0.8%
OIA
429
Optimum Investment Advisors
Illinois
$319K +$1.48K +16 +0.5%
TI
430
Truepoint Inc
Ohio
$319K +$290K +3,127 +996%
QCG
431
Quadrant Capital Group
Ohio
$318K
BDF
432
Balasa Dinverno & Foltz
$316K
BO
433
Bank OZK
Arkansas
$316K +$3.34K +36 +1%
CA
434
Crewe Advisors
Utah
$315K
CCT
435
Chemung Canal Trust
New York
$312K
HTC
436
Haverford Trust Company
Pennsylvania
$310K -$29.1K -313 -9%
ECM
437
Evergreen Capital Management
Washington
$310K
TC
438
Truvestments Capital
Florida
$310K +$310K +3,345 New
EWM
439
Empirical Wealth Management
Washington
$309K
Truist Financial
440
Truist Financial
North Carolina
$306K -$10.2K -110 -3%
PAS
441
Partnervest Advisory Services
California
$305K -$75.7K -817 -20%
AWA
442
Arete Wealth Advisors
Illinois
$302K -$26.7K -288 -8%
FF
443
Friedenthal Financial
New Jersey
$302K
IC
444
Intersect Capital
California
$300K
SPL
445
Smart Portfolios LLC
Washington
$299K -$5.09K -55 -2%
RT
446
Reliance Trust
Georgia
$299K
VNA
447
Valley National Advisers
Pennsylvania
$299K +$31K +335 +12%
EC
448
Estate Counselors
Wisconsin
$297K -$13.9K -150 -4%
BIAS
449
Beacon Investment Advisory Services
New Jersey
$296K
KF
450
Krilogy Financial
Missouri
$290K -$40.2K -434 -12%