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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 %
BWFA
151
Baltimore-Washington Financial Advisors
Maryland
$3.59M +$305K +3,816 +9%
LF
152
LifeSteps Financial
California
$3.55M -$182K -2,277 -5%
HCM
153
Hollencrest Capital Management
California
$3.54M -$4.63K -58 -0.1%
AFG
154
Albion Financial Group
Utah
$3.53M -$39.8K -498 -1%
AWM
155
Aries Wealth Management
Maine
$3.5M +$129K +1,663 +4%
FCM
156
Firestone Capital Management
Florida
$3.44M +$8.23K +103 +0.2%
PP
157
PagnatoKarp Partners
Virginia
$3.42M -$252K -3,151 -7%
APW
158
Austin Private Wealth
Texas
$3.4M -$114K -1,423 -3%
HSBC Holdings
159
HSBC Holdings
United Kingdom
$3.38M +$3.38M +41,938 New
FHA
160
First Horizon Advisors
Tennessee
$3.34M -$111K -1,389 -3%
HFRG
161
Houlihan Financial Resource Group
Virginia
$3.32M +$49.6K +621 +2%
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$3.31M -$2.86M -35,857 -46%
DAS
163
Dynamic Advisor Solutions
Arizona
$3.28M +$1.39M +17,450 +74%
CWM
164
Connecticut Wealth Management
Connecticut
$3.26M -$184K -2,299 -5%
IP
165
Investment Partners
Ohio
$3.24M +$373K +4,669 +13%
NA
166
NewEdge Advisors
Louisiana
$3.22M -$250K -3,134 -7%
RA
167
RFG Advisory
Alabama
$3.2M +$561K +7,023 +21%
UB
168
UMB Bank
Missouri
$3.16M +$261K +3,272 +9%
XS
169
XR Securities
Illinois
$3.11M +$3.11M +38,914 New
BAM
170
Bruderman Asset Management
New York
$3.04M +$1.66M +21,773 +120%
MAM
171
Madison Asset Management
Wisconsin
$3.03M -$1.54M -19,323 -34%
VWM
172
Valley Wealth Managers
New Jersey
$3.02M +$137K +1,719 +5%
GT
173
Greenleaf Trust
Michigan
$2.93M -$58.5K -733 -2%
SFWC
174
Strategic Family Wealth Counselors
New Jersey
$2.93M +$238K +2,977 +9%
MBTD
175
Mechanics Bank - Trust Department
California
$2.92M -$38.3K -480 -1%