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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 %
EWM
651
Elmwood Wealth Management
California
$120K +$120K +1,314 New
BEAM
652
Baker Ellis Asset Management
Washington
$117K
PCG
653
Private Capital Group
Connecticut
$114K -$17.6K -221 -13%
EDRH
654
Edmond de Rothschild Holding
Switzerland
$114K +$12K +150 +12%
JFGIW
655
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K -$21.2K -264 -16%
SNT
656
Security National Trust
West Virginia
$112K
TIM
657
Tortoise Investment Management
New York
$110K
BII
658
Bainco International Investors
Massachusetts
$110K +$110K +1,379 New
CHC
659
City Holding Co
West Virginia
$108K -$3.59K -45 -3%
BC
660
Bartlett & Co
Ohio
$108K +$108K +1,352 New
BCWM
661
Bartlett & Co Wealth Management
Ohio
$108K -$38.4K -481 -26%
TFGT
662
TS Financial Group (TSFG)
Illinois
$103K -$129K -1,622 -56%
VCM
663
Versant Capital Management
Arizona
$103K -$7.97K -100 -7%
DWM
664
Darwin Wealth Management
Florida
$101K +$101K +1,269 New
IRAG
665
Investment Research & Advisory Group
Georgia
$98K
HDIM
666
Hanson & Doremus Investment Management
Vermont
$94K
TF
667
TimeScale Financial
Massachusetts
$93K -$150K -1,889 -62%
JWBC
668
John W. Brooker & Co
California
$92K -$6.36K -80 -6%
RCA
669
Rowland Carmichael Advisors
Arizona
$91K -$461K -5,778 -84%
SFS
670
Sowell Financial Services
Arkansas
$90K -$107K -1,341 -54%
TWA
671
TCI Wealth Advisors
Arizona
$90K -$796 -10 -0.9%
PFBT
672
Parkside Financial Bank & Trust
Missouri
$90K
BWM
673
BerganKDV Wealth Management
Minnesota
$89K
PP
674
PrairieView Partners
Minnesota
$89K +$89K +1,120 New
EP
675
Eudaimonia Partners
Tennessee
$88K -$51.6K -643 -37%