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SPDR S&P Dividend ETF

859 hedge funds and large institutions have $7.95B invested in SPDR S&P Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 318 increasing their positions, 222 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+108
Holders Change %
+14.38%
% of All Funds
16.96%
Holding in Top 10
72
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+28.57%
% of All Funds
1.42%
New
153
Increased
318
Reduced
222
Closed
37
Calls
$8.2M
Puts
$3.56M
Net Calls
+$4.64M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
501
Merit Financial Group
Georgia
$524K +$524K +4,870 New
SI
502
Stephens Inc
Arkansas
$520K +$266K +2,469 +104%
SIC
503
Shoker Investment Counsel
Ohio
$513K -$33.3K -310 -6%
GM
504
GeoWealth Management
Illinois
$503K -$28.9K -269 -5%
TFS
505
Thoroughbred Financial Services
Tennessee
$503K +$13.5K +125 +3%
UWPG
506
Ullmann Wealth Partners Group
Florida
$502K
SAM
507
Sequent Asset Management
Texas
$498K
SHWM
508
Smith & Howard Wealth Management
Georgia
$497K +$6.24K +58 +1%
CL
509
CPWM LLC
Washington
$492K +$92.7K +861 +23%
WCM
510
WealthBridge Capital Management
Ohio
$491K
CAM
511
Crestone Asset Management
Colorado
$484K
HCM
512
Hengehold Capital Management
Ohio
$477K -$12.7K -118 -3%
WP
513
WMS Partners
Maryland
$476K -$168K -1,560 -26%
CSIC
514
Clifford Swan Investment Counsel
California
$474K -$4.3K -40 -0.9%
FCA
515
FLC Capital Advisors
California
$469K
CFA
516
Carroll Financial Associates
North Carolina
$467K +$25.6K +238 +6%
EWA
517
Exencial Wealth Advisors
Oklahoma
$465K +$37.1K +345 +9%
GRP
518
Global Retirement Partners
California
$464K +$32.2K +300 +7%
GDP
519
Great Diamond Partners
Maine
$464K +$464K +4,317 New
WS
520
Wedbush Securities
California
$462K +$57.8K +538 +14%
S
521
SignatureFD
Georgia
$457K +$96.3K +895 +27%
AWE
522
Avidian Wealth Enterprises
Texas
$455K +$23.7K +220 +5%
PAS
523
Park Avenue Securities
New York
$451K -$32.2K -299 -7%
FC
524
Fulcrum Capital
Washington
$451K
B
525
Bailard
California
$443K