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SPDR S&P Dividend ETF

751 hedge funds and large institutions have $7.13B invested in SPDR S&P Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 305 increasing their positions, 216 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+11
Holders Change %
+1.49%
% of All Funds
16.49%
Holding in Top 10
56
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.08%
% of All Funds
1.23%
New
60
Increased
305
Reduced
216
Closed
40
Calls
$9.91M
Puts
$4.06M
Net Calls
+$5.85M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
651
Tortoise Investment Management
New York
$142K
BC
652
Bartlett & Co
Ohio
$139K -$8.53K -83 -6%
BCWM
653
Bartlett & Co Wealth Management
Ohio
$139K -$8.52K -83 -6%
EWM
654
Elmwood Wealth Management
California
$135K -$13.6K -132 -9%
CG
655
Cutler Group
California
$133K +$133K +1,299 New
VCM
656
Versant Capital Management
Arizona
$132K
EDRH
657
Edmond de Rothschild Holding
Switzerland
$131K
SIM
658
Sonora Investment Management
Arizona
$129K +$82.1K +800 +175%
PFGIA
659
Patriot Financial Group Insurance Agency
Massachusetts
$126K -$31.6K -309 -20%
HDIM
660
Hanson & Doremus Investment Management
Vermont
$120K +$14.5K +142 +14%
SNT
661
Security National Trust
West Virginia
$118K
TWA
662
TCI Wealth Advisors
Arizona
$117K -$631K -6,130 -84%
JFGIW
663
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K
CHC
664
City Holding Co
West Virginia
$115K
BWM
665
BerganKDV Wealth Management
Minnesota
$114K
TL
666
TrueWealth LLC
Georgia
$112K +$515 +5 +0.5%
DAM
667
Delta Asset Management
Tennessee
$106K
JCM
668
Jacobi Capital Management
Pennsylvania
$102K +$10.3K +100 +11%
FMTCOCP
669
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$96K
BBHC
670
Brown Brothers Harriman & Co
New York
$92K
LWM
671
Liberty Wealth Management
California
$92K +$512 +5 +0.6%
AA
672
AlphaMark Advisors
Kentucky
$91K
VCM
673
Vigilant Capital Management
Maine
$86K +$53.5K +523 +165%
PFBT
674
Parkside Financial Bank & Trust
Missouri
$84K
PCTC
675
Perkins Coie Trust Company
Washington
$82K