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SPDR S&P Dividend ETF

729 hedge funds and large institutions have $6.36B invested in SPDR S&P Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 233 increasing their positions, 207 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+82
Holders Change %
+12.67%
% of All Funds
16.27%
Holding in Top 10
69
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+40.82%
% of All Funds
1.54%
New
134
Increased
233
Reduced
207
Closed
45
Calls
$10.3M
Puts
$4.63M
Net Calls
+$5.68M
Net Calls Change
+$4.02M
Name Holding Trade Value Shares
Change
Shares
Change %
PWW
426
Pettyjohn Wood & White
Virginia
$467K -$3.13K -35 -0.7%
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$466K -$16.9K -189 -4%
ACP
428
Ashfield Capital Partners
California
$466K -$13.4K -150 -3%
FAG
429
Financial Advisory Group
Texas
$455K -$9.84K -110 -2%
EDRH
430
Edmond de Rothschild Holding
Switzerland
$455K +$29.6K +330 +7%
AIM
431
Acropolis Investment Management
Missouri
$447K +$1.78K +20 +0.4%
GIA
432
Guyasuta Investment Advisors
Pennsylvania
$444K
HCM
433
Hengehold Capital Management
Ohio
$436K -$63K -704 -13%
NFG
434
Nadler Financial Group
Illinois
$432K -$31.2K -349 -7%
MCP
435
Martin Capital Partners
Oregon
$431K +$183K +2,044 +74%
PCG
436
Private Capital Group
Connecticut
$427K +$210K +2,342 +96%
AWS
437
AJ Wealth Strategies
New York
$425K -$213K -2,383 -33%
AWA
438
Arete Wealth Advisors
Illinois
$425K +$129K +1,444 +44%
SAM
439
Sawgrass Asset Management
Florida
$419K -$15.7K -175 -4%
SHWM
440
Smith & Howard Wealth Management
Georgia
$419K +$28.7K +320 +7%
FLPIM
441
F.L. Putnam Investment Management
Massachusetts
$417K -$35.8K -400 -8%
SAM
442
Sequent Asset Management
Texas
$415K
EWM
443
Evercore Wealth Management
New York
$413K
IAA
444
Independent Advisor Alliance
North Carolina
$412K +$412K +4,290 New
KPAG
445
KLS Professional Advisors Group
New York
$408K
TF
446
TimeScale Financial
Massachusetts
$408K +$408K +4,556 New
HC
447
Hourglass Capital
Texas
$407K
WP
448
WMS Partners
Maryland
$402K +$4.48K +50 +1%
NIA
449
Northstar Investment Advisors
Colorado
$401K +$47K +525 +13%
AI
450
Atria Investments
North Carolina
$400K -$232K -2,595 -37%