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State Street SPDR S&P Dividend ETF

783 hedge funds and large institutions have $5.61B invested in State Street SPDR S&P Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 209 increasing their positions, 347 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $3.22M

8% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 63

4% more capital invested

Capital invested by funds: $5.39B → $5.61B (+$221M)

0% less funds holding

Funds holding: 786783 (-3)

1.25% less ownership

Funds ownership: 38.18%36.93% (-1.2%)

20% less funds holding in top 10

Funds holding in top 10: 5645 (-11)

40% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 347

Holders
783
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
16.05%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.92%
New
68
Increased
209
Reduced
347
Closed
63
Calls
$7.96M
Puts
$3.22M
Net Calls
+$4.75M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
226
Buckingham Strategic Wealth
Missouri
$1.96M +$325K +3,692 +21%
MSWMA
227
Market Street Wealth Management Advisors
Indiana
$1.96M -$565K -6,423 -23%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$1.94M -$3.73M -42,470 -67%
HCA
229
Harbour Capital Advisors
Virginia
$1.91M -$35.2K -400 -2%
IWC
230
Integrated Wealth Concepts
Massachusetts
$1.9M -$1.28M -14,515 -41%
MA
231
Montag & Associates
Georgia
$1.9M -$131K -1,495 -7%
SMFG
232
Sumitomo Mitsui Financial Group
Japan
$1.88M -$2.17M -24,728 -55%
SFPG
233
Stonebridge Financial Planning Group
Florida
$1.87M -$33.1K -377 -2%
NCM
234
Narwhal Capital Management
Georgia
$1.87M -$7.56K -86 -0.4%
NRI
235
NFP Retirement Inc
California
$1.87M +$117K +1,336 +7%
APSP
236
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.84M +$11.5K +131 +0.7%
KOMWMG
237
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.83M -$4.57K -52 -0.3%
CAM
238
Cozad Asset Management
Illinois
$1.8M +$1.73M +19,723 New
OAM
239
Occidental Asset Management
California
$1.74M +$46.8K +533 +3%
TNB
240
TCF National Bank
South Dakota
$1.74M +$81.4K +926 +6%
CCM
241
Canal Capital Management
Virginia
$1.72M -$654K -7,439 -28%
MWA
242
Meridian Wealth Advisors
Texas
$1.67M -$40.8K -464 -2%
KeyBank National Association
243
KeyBank National Association
Ohio
$1.67M
PWM
244
PRW Wealth Management
Massachusetts
$1.66M +$146K +1,664 +10%
DMC
245
Drexel Morgan & Co
Pennsylvania
$1.65M -$31.2K -355 -2%
BAM
246
Belpointe Asset Management
Nevada
$1.62M +$252K +2,865 +19%
PBO
247
Peoples Bank (Ohio)
Ohio
$1.61M +$12K +136 +0.8%
GSWM
248
Golden State Wealth Management
California
$1.58M +$1.48M +16,887 +4,129%
YWP
249
YorkBridge Wealth Partners
New York
$1.57M -$47.1K -536 -3%
CT
250
Coastline Trust
Rhode Island
$1.57M -$193K -2,195 -11%