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SPDR S&P Dividend ETF

647 hedge funds and large institutions have $5.21B invested in SPDR S&P Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 205 increasing their positions, 237 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
+6
Holders Change %
+0.94%
% of All Funds
14.82%
Holding in Top 10
49
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.26%
% of All Funds
1.12%
New
46
Increased
205
Reduced
237
Closed
36
Calls
$5.6M
Puts
$3.95M
Net Calls
+$1.66M
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
551
River Wealth Advisors
Pennsylvania
$105K
JCM
552
Jacobi Capital Management
Pennsylvania
$105K +$17.3K +176 +20%
TIM
553
Tortoise Investment Management
New York
$104K
EFSCE
554
Enterprise Financial Services Corp (EFSC)
Missouri
$102K -$27.1K -276 -21%
DAM
555
Delta Asset Management
Tennessee
$101K
HDIM
556
Hanson & Doremus Investment Management
Vermont
$101K
PGWM
557
Parisi Gray Wealth Management
New Jersey
$101K
WF
558
WealthTrust Fairport
Ohio
$96K -$14.8K -152 -13%
FMTCOCP
559
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$92K
BCM
560
Brasada Capital Management
Texas
$90K
TL
561
TrueWealth LLC
Georgia
$85K +$390 +4 +0.5%
FPB
562
First PREMIER Bank
South Dakota
$85K +$85K +871 New
NC
563
NewSquare Capital
Pennsylvania
$82K
PO
564
Private Ocean
California
$79K -$23.7K -242 -23%
AA
565
AlphaMark Advisors
Kentucky
$79K
TNBTD
566
Trustmark National Bank Trust Department
Mississippi
$79K +$79K +809 New
RMAM
567
Raab & Moskowitz Asset Management
New Jersey
$76K +$76K +781 New
SFSG
568
Stearns Financial Services Group
North Carolina
$75K +$75K +762 New
LFG
569
LifePlan Financial Group
Ohio
$74K
AIM
570
Advantage Investment Management
Iowa
$73K +$389 +4 +0.5%
RCA
571
Rowland Carmichael Advisors
Arizona
$66K
VFA
572
Valeo Financial Advisors
Indiana
$64K +$10.9K +116 +21%
NSB
573
Norway Savings Bank
Maine
$63K
WC
574
Whitnell & Co
Illinois
$62K +$293 +3 +0.5%
PAI
575
Pittenger & Anderson Inc
Nebraska
$61K