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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 %
M
451
MOTCO
Texas
$100K
HS
452
Horan Securities
United States
$97K +$97K +1,181 New
TIM
453
Tortoise Investment Management
New York
$94K
OFS
454
Orrstown Financial Services
Pennsylvania
$93K
ANBT
455
American National Bank & Trust
Texas
$93K
VWM
456
Valley Wealth Managers
New Jersey
$86K +$14.7K +175 +21%
JFGIW
457
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K
WP
458
WealthPLAN Partners
Nebraska
$79.9K -$2.82K -34 -3%
AIM
459
Advantage Investment Management
Iowa
$76K +$13K +155 +21%
ACM
460
Argentus Capital Management
Texas
$76K +$19.2K +228 +34%
NC
461
NewSquare Capital
Pennsylvania
$71K
BBPWM
462
Blue Bell Private Wealth Management
Pennsylvania
$64K -$29.9K -350 -32%
DAM
463
Delta Asset Management
Tennessee
$63K
AWMS
464
Advocacy Wealth Management Services
Georgia
$61K -$9.22K -110 -13%
JCM
465
Jacobi Capital Management
Pennsylvania
$61K +$44.4K +535 +268%
LYV
466
Live Your Vision
Pennsylvania
$60K +$60K +740 New
AIM
467
Arcadia Investment Management
Michigan
$59K
BKA
468
Brick & Kyle Associates
Pennsylvania
$59K
PG
469
Patten Group
Tennessee
$58.3K
RCA
470
Rowland Carmichael Advisors
Arizona
$57K
CAPTRUST Financial Advisors
471
CAPTRUST Financial Advisors
North Carolina
$54K +$54K +648 New
MFW
472
Mosaic Family Wealth
Missouri
$52K +$52K +619 New
MSFP
473
Mark Sheptoff Financial Planning
Connecticut
$51K
CFA
474
CT Financial Advisors
Pennsylvania
$49.6K
CA
475
CapWealth Advisors
Tennessee
$49K