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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 %
PWM
451
Perigon Wealth Management
California
$287K +$93 +1 +0%
DK
452
Darrell & King
Virginia
$285K -$137K -1,474 -32%
BCP
453
Blue Chip Partners
Michigan
$277K -$13.9K -150 -5%
WCG
454
Wall Capital Group
Arizona
$277K
AWE
455
Avidian Wealth Enterprises
Texas
$276K -$3.33K -36 -1%
BHB
456
Bank Hapoalim BM
Israel
$274K -$28.6K -309 -9%
CAG
457
Crestwood Advisors Group
Massachusetts
$269K -$37.5K -390 -12%
SAM
458
Summit Asset Management
Tennessee
$268K
CWM
459
Concentric Wealth Management
California
$265K +$464 +5 +0.2%
CDH
460
Charles D. Hyman
$264K +$1.11K +12 +0.4%
SCA
461
Stonebridge Capital Advisors
Minnesota
$264K +$22.9K +247 +9%
VWA
462
V Wealth Advisors
Kansas
$264K +$34.3K +361 +15%
SG
463
StoneX Group
New York
$262K -$19.5K -211 -7%
BP
464
Ballentine Partners
Massachusetts
$262K +$31.5K +340 +14%
FIM
465
Frontier Investment Management
Texas
$261K +$261K +2,817 New
GC
466
Grimes & Company
Massachusetts
$260K
MA
467
MUFG Americas
New York
$260K +$67.4K +728 +35%
CA
468
Capital Advantage
California
$257K
B
469
Bridgeworth
Alabama
$255K -$16.9K -183 -6%
AIM
470
Aspen Investment Management
Michigan
$254K +$254K +2,744 New
POIA
471
Pin Oak Investment Advisors
Texas
$253K
GTAM
472
Global Trust Asset Management
Florida
$253K
BCM
473
Brookstone Capital Management
Illinois
$252K -$56.6K -609 -18%
HCM
474
Howland Capital Management
Massachusetts
$252K -$9.26K -100 -4%
HCM
475
Hall Capital Management
Rhode Island
$250K