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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 %
TCWM
751
Total Clarity Wealth Management
Illinois
$119K +$119K +1,105 New
TL
752
TrueWealth LLC
Georgia
$118K +$647 +6 +0.6%
VCP
753
Verus Capital Partners
Arizona
$115K +$115K +1,066 New
IWP
754
IAG Wealth Partners
Wisconsin
$112K +$112K +1,036 New
RWG
755
Regal Wealth Group
California
$111K +$111K +1,033 New
EW
756
Element Wealth
Mississippi
$108K +$108K +1,003 New
JCM
757
Jacobi Capital Management
Pennsylvania
$107K
CCA
758
Column Capital Advisors
Indiana
$107K +$107K +1,000 New
DAM
759
Delta Asset Management
Tennessee
$104K -$7.77K -72 -7%
PO
760
Private Ocean
California
$101K -$119K -1,104 -54%
FMTCOCP
761
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$101K
BA
762
Ballast Advisors
Minnesota
$101K +$101K +935 New
AIM
763
Anchor Investment Management
South Carolina
$100K +$75.3K +700 +300%
EWP
764
Engrave Wealth Partners
Texas
$100K +$100K +938 New
LWM
765
Liberty Wealth Management
California
$97K +$750 +7 +0.8%
RCG
766
Ruggie Capital Group
Florida
$95K -$3.17M -29,285 -97%
AA
767
AlphaMark Advisors
Kentucky
$95K
Chevy Chase Trust
768
Chevy Chase Trust
Maryland
$88K +$88K +820 New
PCTC
769
Perkins Coie Trust Company
Washington
$86K
RMAM
770
Raab & Moskowitz Asset Management
New Jersey
$82K +$82K +764 New
LFG
771
LifePlan Financial Group
Ohio
$81K
OPS
772
Orion Portfolio Solutions
Nebraska
$79K +$79K +731 New
RAM
773
Riggs Asset Management
Pennsylvania
$77K +$20.9K +193 +37%
MSFP
774
Mark Sheptoff Financial Planning
Connecticut
$75K
CT
775
Clearstead Trust
Maine
$75K