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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 %
SWM
526
Southern Wealth Management
Texas
$310K +$2.39K +30 +0.8%
OWD
527
Osborn Williams & Donohoe
Ohio
$309K -$11.3K -141 -4%
FIM
528
Freedom Investment Management
Connecticut
$308K +$56.9K +529 +23%
VFM
529
Vivid Financial Management
California
$305K
BCA
530
Bray Capital Advisors
Florida
$304K
SC
531
Sepio Capital
Utah
$303K
HA
532
Harfst & Associates
Wyoming
$297K
I
533
IberiaBank
Louisiana
$295K -$97.1K -1,218 -25%
S
534
SignatureFD
Georgia
$293K -$46.8K -585 -14%
ACG
535
Allen Capital Group
Nebraska
$293K
MWM
536
McNaughton Wealth Management
California
$293K +$293K +3,674 New
RWA
537
River Wealth Advisors
Pennsylvania
$290K
AWE
538
Avidian Wealth Enterprises
Texas
$289K -$49.1K -614 -15%
CA
539
Calton & Associates
Florida
$289K -$24.4K -306 -8%
PFO
540
Pathstone Family Office
New Jersey
$289K +$9.83K +123 +4%
SDH
541
Sloy Dahl & Holst
Washington
$284K
OIA
542
Optimum Investment Advisors
Illinois
$284K +$1.83K +23 +0.6%
WIA
543
World Investment Advisors
California
$283K -$24.3K -305 -8%
EWM
544
EPG Wealth Management
Georgia
$283K -$19.3K -242 -6%
PWLP
545
Prio Wealth Limited Partnership
Massachusetts
$283K
BCP
546
Berkeley Capital Partners
Georgia
$280K -$719 -9 -0.3%
SDWIA
547
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$280K
SW
548
StrongBox Wealth
Missouri
$280K +$280K +3,503 New
TA
549
TCG Advisors
Texas
$278K -$40.7K -509 -13%
RCA
550
Resonant Capital Advisors
Wisconsin
$278K