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SPDR S&P Dividend ETF

729 hedge funds and large institutions have $6.36B invested in SPDR S&P Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 233 increasing their positions, 207 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+82
Holders Change %
+12.67%
% of All Funds
16.27%
Holding in Top 10
69
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+40.82%
% of All Funds
1.54%
New
134
Increased
233
Reduced
207
Closed
45
Calls
$10.3M
Puts
$4.63M
Net Calls
+$5.68M
Net Calls Change
+$4.02M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
626
Tortoise Investment Management
New York
$95K
APC
627
Aspire Private Capital
North Carolina
$94K +$94K +1,045 New
KCM
628
Karp Capital Management
California
$94K +$94K +1,046 New
DAM
629
Delta Asset Management
Tennessee
$93K
PGWM
630
Parisi Gray Wealth Management
New Jersey
$92K
HDIM
631
Hanson & Doremus Investment Management
Vermont
$92K
DWM
632
Doyle Wealth Management
Florida
$92K +$92K +1,028 New
HIIFS
633
Harel Insurance Investments & Financial Services
Israel
$90K -$45K -500 -33%
EFSCE
634
Enterprise Financial Services Corp (EFSC)
Missouri
$89K -$3.94K -44 -4%
FMTCOCP
635
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$84K
BCM
636
Brasada Capital Management
Texas
$82K
PFGIA
637
Patriot Financial Group Insurance Agency
Massachusetts
$81K -$50.8K -568 -39%
FPB
638
First PREMIER Bank
South Dakota
$78K
NC
639
NewSquare Capital
Pennsylvania
$75K
FTI
640
Fiduciary Trust International
Massachusetts
$75K +$75K +835 New
PFBT
641
Parkside Financial Bank & Trust
Missouri
$74K +$27K +300 +57%
LWM
642
Liberty Wealth Management
California
$74K +$74K +832 New
TNBTD
643
Trustmark National Bank Trust Department
Mississippi
$72K
LFG
644
LifePlan Financial Group
Ohio
$67K
AIM
645
Advantage Investment Management
Iowa
$67K
AA
646
AlphaMark Advisors
Kentucky
$66K -$6.74K -75 -9%
AQA
647
Alpha Quant Advisors
Texas
$66K +$66K +740 New
EWM
648
Executive Wealth Management
Michigan
$64K +$64K +717 New
CT
649
Clearstead Trust
Maine
$63K +$63K +700 New
VFA
650
Valeo Financial Advisors
Indiana
$62K +$809 +9 +1%