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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
MA
326
Mutual Advisors
Nebraska
$1.04M +$262K +2,982 +35%
PAM
327
Peak Asset Management
Colorado
$1.03M +$6.15K +70 +0.6%
SPA
328
Sentinel Pension Advisors
Massachusetts
$1.03M -$3.52K -40 -0.4%
Comerica Bank
329
Comerica Bank
Texas
$1.02M -$4.05M -46,081 -81%
CIAS
330
CBIZ Investment Advisory Services
Ohio
$1.02M
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
$1.01M +$33.1K +377 +4%
SCA
332
Snowden Capital Advisors
New York
$1.01M +$42.2K +480 +5%
BFG
333
Bouchey Financial Group
New York
$1M
RVPG
334
Relative Value Partners Group
$1M
HWM
335
Howard Wealth Management
Connecticut
$1M +$20.7K +235 +2%
ACM
336
Anfield Capital Management
California
$999K
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$995K -$154K -1,752 -14%
PIMG
338
Patriot Investment Management Group
Tennessee
$988K -$133K -1,513 -12%
CCG
339
Cypress Capital Group
Florida
$983K -$182K -2,070 -16%
AA
340
Ancora Advisors
Ohio
$983K -$17.2K -196 -2%
LA
341
LexAurum Advisors
Kansas
$979K +$26.7K +304 +3%
MA
342
MUFG Americas
New York
$976K
CCA
343
Conservest Capital Advisors
Pennsylvania
$973K -$7.29K -83 -0.8%
AWM
344
Atticus Wealth Management
Florida
$967K -$216K -2,454 -19%
AWA
345
Acorn Wealth Advisors
Michigan
$958K +$176 +2 +0%
PSF
346
Pacific Sun Financial
California
$938K +$22K +250 +2%
TSWM
347
Triangle Securities Wealth Management
North Carolina
$924K +$4.22K +48 +0.5%
IWAG
348
Integer Wealth Advisors Group
Georgia
$911K +$176 +2 +0%
DCM
349
Donaldson Capital Management
Indiana
$907K -$3.78K -43 -0.4%
AGA
350
Arkos Global Advisors
Texas
$905K -$258K -2,930 -23%