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SPDR S&P Dividend ETF

859 hedge funds and large institutions have $7.95B invested in SPDR S&P Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 318 increasing their positions, 222 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+108
Holders Change %
+14.38%
% of All Funds
16.96%
Holding in Top 10
72
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+28.57%
% of All Funds
1.42%
New
153
Increased
318
Reduced
222
Closed
37
Calls
$8.2M
Puts
$3.56M
Net Calls
+$4.64M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Shares
Change %
APWM
626
Atlas Private Wealth Management
New York
$296K +$296K +2,750 New
TI
627
Truepoint Inc
Ohio
$295K
TCM
628
Towercrest Capital Management
Pennsylvania
$295K +$295K +2,735 New
PP
629
Patten & Patten
Tennessee
$294K
CWM
630
Circle Wealth Management
New Jersey
$294K +$294K +2,733 New
PAS
631
Partnervest Advisory Services
California
$292K -$70.2K -652 -19%
MCA
632
Magnolia Capital Advisors
Mississippi
$291K +$291K +2,710 New
LWA
633
Lenox Wealth Advisors
New York
$290K -$131K -1,220 -31%
KF
634
Krilogy Financial
Missouri
$290K -$46.5K -433 -14%
BP
635
BBR Partners
New York
$290K
CFB
636
Cullen/Frost Bankers
Texas
$287K -$74.8K -696 -21%
FA
637
Fagan Associates
New York
$287K -$48.1K -447 -14%
EWM
638
Empirical Wealth Management
Washington
$287K -$20.4K -190 -7%
BHB
639
Bank Hapoalim BM
Israel
$286K
WMG
640
WESCAP Management Group
California
$285K
IFAM
641
Institutional & Family Asset Management
Colorado
$285K +$431 +4 +0.2%
RIA
642
Realta Investment Advisors
Delaware
$285K +$18.6K +175 +7%
B
643
Bridgeworth
Alabama
$284K -$2.37K -22 -0.8%
TCM
644
Tradewinds Capital Management
Washington
$283K
SWM
645
SVA Wealth Management
Wisconsin
$283K +$283K +2,627 New
AF
646
Allworth Financial
California
$281K +$48.6K +452 +21%
PS
647
Portfolio Solutions
Michigan
$280K +$10.8K +101 +4%
TWM
648
Titus Wealth Management
California
$278K +$278K +2,585 New
JPG
649
Jordan Park Group
California
$273K +$273K +2,536 New
SWRP
650
Summit Wealth & Retirement Planning
California
$268K