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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
B
351
Barings
North Carolina
$904K
NFC
352
Northeast Financial Consultants
Connecticut
$901K +$5.45K +62 +0.6%
MPCG
353
Matrix Private Capital Group
New York
$894K +$13.2K +150 +2%
NWP
354
Northstar Wealth Partners
Connecticut
$889K +$28.5K +324 +3%
WCG
355
Weaver Consulting Group
California
$888K -$157K -1,790 -16%
WB
356
West Bancorporation
Iowa
$883K -$34.3K -390 -4%
WAM
357
Wealthspire Advisors (Maryland)
Maryland
$866K -$548K -6,232 -40%
AWS
358
AJ Wealth Strategies
New York
$860K
VA
359
Valmark Advisers
Ohio
$857K -$57.2K -651 -6%
SA
360
SRH Advisors
Kansas
$845K
Neuberger Berman Group
361
Neuberger Berman Group
New York
$842K -$394K -4,480 -33%
CAC
362
Certified Advisory Corp
Florida
$841K -$213K -2,423 -21%
DT
363
Diversified Trust
Tennessee
$839K +$209K +2,377 +35%
MCM
364
Magnolia Capital Management
New York
$835K
MFW
365
Meristem Family Wealth
Minnesota
$835K
WA
366
Wealth Advisors
California
$829K
PCMC
367
Private Capital Management (Colorado)
Colorado
$822K -$4.66K -53 -0.6%
LWMM
368
Legacy Wealth Management (Mississippi)
Mississippi
$821K
MWM
369
McNaughton Wealth Management
California
$818K +$465K +5,290 +144%
MS
370
Maven Securities
Jersey
$811K +$782K +8,895 New
STA
371
Summit Trail Advisors
New York
$809K -$44.4K -505 -5%
SFSIG
372
San Francisco Sentry Investment Group
California
$808K -$1.32K -15 -0.2%
FTS
373
Fifth Third Securities
Ohio
$799K -$70.4K -801 -8%
ACM
374
Ategra Capital Management
Virginia
$796K +$767K +8,725 New
SS
375
Sunbelt Securities
Texas
$789K -$70K -796 -8%