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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 %
TI
501
Truepoint Inc
Ohio
$308K
BCP
502
Berkeley Capital Partners
Georgia
$307K +$3.85K +43 +1%
BDF
503
Balasa Dinverno & Foltz
$305K
BP
504
Ballentine Partners
Massachusetts
$305K +$51.6K +575 +20%
Cerity Partners
505
Cerity Partners
New York
$304K -$161K -1,801 -35%
CA
506
Crewe Advisors
Utah
$304K
IC
507
Intersect Capital
California
$303K +$13.4K +150 +5%
FA
508
Fagan Associates
New York
$303K +$71.7K +800 +31%
CCT
509
Chemung Canal Trust
New York
$302K
HTC
510
Haverford Trust Company
Pennsylvania
$299K
FSC
511
Full Sail Capital
Oklahoma
$299K +$299K +3,345 New
IWC
512
Integrated Wealth Concepts
Massachusetts
$291K +$291K +3,249 New
HFA
513
Huber Financial Advisors
Illinois
$290K +$290K +3,237 New
RT
514
Reliance Trust
Georgia
$289K
GAG
515
GM Advisory Group
New York
$289K +$289K +3,229 New
HSA
516
HBK Sorce Advisory
Pennsylvania
$288K -$3.22K -36 -1%
BP
517
BBR Partners
New York
$288K +$288K +3,221 New
BIAS
518
Beacon Investment Advisory Services
New Jersey
$285K
SPL
519
Smart Portfolios LLC
Washington
$284K -$16.6K -185 -6%
MPW
520
MA Private Wealth
California
$284K +$284K +3,171 New
PWM
521
Perigon Wealth Management
California
$281K -$42.2K -450 -13%
ECM
522
Evergreen Capital Management
Washington
$281K -$17.9K -200 -6%
CIAS
523
Capital Investment Advisory Services
North Carolina
$281K +$36.3K +405 +15%
PWLP
524
Prio Wealth Limited Partnership
Massachusetts
$280K
KF
525
Krilogy Financial
Missouri
$280K