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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 %
RSWM
601
Robertson Stephens Wealth Management
California
$223K +$223K +2,795 New
CWM
602
Circle Wealth Management
New Jersey
$220K +$1.84K +23 +0.8%
APWM
603
Atlas Private Wealth Management
New York
$219K -$399 -5 -0.2%
FFA
604
First Foundation Advisors
California
$219K +$25.8K +323 +13%
FWM
605
Frontier Wealth Management
Missouri
$219K +$219K +2,740 New
KF
606
Krilogy Financial
Missouri
$216K
LWA
607
Lenox Wealth Advisors
New York
$215K
MWM
608
Modera Wealth Management
New Jersey
$215K +$215K +2,690 New
QCG
609
Quadrant Capital Group
Ohio
$212K -$14.7K -185 -7%
WMG
610
WESCAP Management Group
California
$212K
IFAM
611
Institutional & Family Asset Management
Colorado
$212K +$480 +6 +0.2%
CS
612
Comerica Securities
Michigan
$211K -$28.9K -362 -12%
MCA
613
Magnolia Capital Advisors
Mississippi
$211K -$5.6K -70 -3%
TI
614
Trexquant Investment
Connecticut
$211K +$211K +2,645 New
GWAG
615
Garrett Wealth Advisory Group
Texas
$210K +$45.5K +572 +28%
EWM
616
Empirical Wealth Management
Washington
$208K -$5.36K -67 -3%
AAS
617
Annex Advisory Services
Wisconsin
$208K +$208K +2,589 New
PP
618
Patten & Patten
Tennessee
$206K -$12K -150 -5%
B
619
Bridgeworth
Alabama
$206K -$4.15K -52 -2%
SWP
620
Summit Wealth Partners
Florida
$205K -$84.2K -1,054 -29%
LSAG
621
Lake Street Advisors Group
New Hampshire
$202K -$384K -4,813 -66%
CWP
622
Capital Wealth Planning
Florida
$201K +$201K +2,515 New
SIAS
623
Shine Investment Advisory Services
Colorado
$200K +$68.5K +858 +52%
MA
624
MCF Advisors
Kentucky
$195K
CI
625
CX Institutional
Indiana
$192K -$15.4M -192,985 -99%