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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 %
ICA
676
Infrastructure Capital Advisors
New York
$87K +$87K +1,085 New
VCP
677
Verus Capital Partners
Arizona
$83K -$2.32K -29 -3%
IWP
678
IAG Wealth Partners
Wisconsin
$83K
CCA
679
Column Capital Advisors
Indiana
$80K
JCM
680
Jacobi Capital Management
Pennsylvania
$79K
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$77K -$13.2K -165 -15%
DAM
682
Delta Asset Management
Tennessee
$77K
FMTCOCP
683
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$75K
BA
684
Ballast Advisors
Minnesota
$74K -$398 -5 -0.5%
EWP
685
Engrave Wealth Partners
Texas
$74K
LWM
686
Liberty Wealth Management
California
$73K +$640 +8 +0.9%
AA
687
AlphaMark Advisors
Kentucky
$71K
GTAM
688
Global Trust Asset Management
Florida
$68K -$127K -1,574 -65%
BCM
689
Bourgeon Capital Management
Connecticut
$67K +$39.5K +496 +143%
NC
690
NewSquare Capital
Pennsylvania
$67K +$67K +836 New
CFD
691
Creative Financial Designs
Indiana
$64K -$538K -6,761 -89%
PCTC
692
Perkins Coie Trust Company
Washington
$64K
BBHC
693
Brown Brothers Harriman & Co
New York
$62K -$221K -2,776 -78%
TL
694
TrueWealth LLC
Georgia
$61K -$26.7K -333 -30%
LFG
695
LifePlan Financial Group
Ohio
$60K
OPS
696
Orion Portfolio Solutions
Nebraska
$58K
MSFP
697
Mark Sheptoff Financial Planning
Connecticut
$56K
CT
698
Clearstead Trust
Maine
$56K
FCMT
699
Founders Capital Management (Texas)
Texas
$53K
HIA
700
Harbor Investment Advisory
Maryland
$50K -$5.03K -63 -9%