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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 %
CBT
526
Capital Bank & Trust
California
$155K
BEAM
527
Baker Ellis Asset Management
Washington
$155K +$19.6K +211 +14%
Bessemer Group
528
Bessemer Group
New Jersey
$150K -$27.4M -294,600 -99%
WT
529
Washington Trust
Rhode Island
$150K +$150K +1,619 New
FGAM
530
Financial Gravity Asset Management
Texas
$145K +$43.4K +451 +43%
BWA
531
Burt Wealth Advisors
Maryland
$144K
BC
532
Bartlett & Co
Ohio
$139K -$13.9K -150 -9%
FNB
533
Farmers National Bank
Kentucky
$139K
BCWM
534
Bartlett & Co Wealth Management
Ohio
$139K -$13.9K -150 -9%
PCTC
535
Perkins Coie Trust Company
Washington
$135K
BCA
536
Bay Colony Advisors
Massachusetts
$130K +$130K +1,400 New
GRP
537
Global Retirement Partners
California
$126K
ML
538
McAdam LLC
Pennsylvania
$125K
EFSCE
539
Enterprise Financial Services Corp (EFSC)
Missouri
$122K -$1.49K -16 -1%
EWM
540
Elmwood Wealth Management
California
$122K
AIM
541
Arcadia Investment Management
Michigan
$107K
CLOS
542
Compagnie Lombard Odier SCmA
Switzerland
$106K
SNT
543
Security National Trust
West Virginia
$106K
JFGIW
544
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$105K
WF
545
WealthTrust Fairport
Ohio
$105K +$646 +7 +0.6%
LYV
546
Live Your Vision
Pennsylvania
$105K +$65.9K +700 +169%
BWM
547
BerganKDV Wealth Management
Minnesota
$105K +$105K +1,135 New
ANBT
548
American National Bank & Trust
Texas
$102K
RWA
549
River Wealth Advisors
Pennsylvania
$100K +$100K +1,076 New
TIM
550
Tortoise Investment Management
New York
$99K