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SPDR S&P Dividend ETF

785 hedge funds and large institutions have $5.39B invested in SPDR S&P Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 231 increasing their positions, 353 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-74
Holders Change %
-8.61%
% of All Funds
17.34%
Holding in Top 10
56
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.22%
% of All Funds
1.24%
New
67
Increased
231
Reduced
353
Closed
130
Calls
$6.16M
Puts
$2.44M
Net Calls
+$3.72M
Net Calls Change
-$918K
Name Holding Trade Value Shares
Change
Shares
Change %
UR
501
USCA RIA
Texas
$356K -$170K -2,130 -32%
SSB
502
Sandy Spring Bank
Maryland
$355K -$74K -927 -17%
HCM
503
Hengehold Capital Management
Ohio
$352K -$2.8K -35 -0.8%
CSIC
504
Clifford Swan Investment Counsel
California
$352K
CFA
505
Carroll Financial Associates
North Carolina
$347K +$558 +7 +0.2%
SIC
506
Shoker Investment Counsel
Ohio
$346K -$35K -438 -9%
AIM
507
Acropolis Investment Management
Missouri
$345K -$89.8K -1,125 -21%
FCA
508
FLC Capital Advisors
California
$339K
CB
509
Commerce Bank
Missouri
$338K -$565K -7,076 -63%
BW
510
Bison Wealth
Georgia
$337K +$58.7K +736 +21%
DI
511
DFPG Investments
Utah
$337K +$160K +1,912 +91%
FC
512
Fulcrum Capital
Washington
$335K
MWP
513
MYCIO Wealth Partners
Pennsylvania
$333K -$27.7M -347,766 -99%
BCP
514
Blackhawk Capital Partners
Wisconsin
$331K +$331K +3,081 New
CAM
515
Covenant Asset Management
New Jersey
$325K
GI
516
GAMCO Investors
Connecticut
$322K
TCPWM
517
Traverso Chambers Private Wealth Management
California
$320K
MCCP
518
Mission Creek Capital Partners
California
$320K +$319 +4 +0.1%
WCM
519
WealthBridge Capital Management
Ohio
$319K -$45.5K -570 -12%
SBSB
520
Sullivan, Bruyette, Speros & Blaney
Virginia
$319K -$9.51K -119 -3%
TH
521
TCTC Holdings
Texas
$319K
SMG
522
Spectrum Management Group
Indiana
$318K -$97.9K -1,225 -24%
SFG
523
SNS Financial Group
Minnesota
$317K
OAM
524
Oak Asset Management
California
$313K
RPC
525
Rossmore Private Capital
Connecticut
$312K +$126K +1,575 +67%