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State Street SPDR S&P Dividend ETF

439 hedge funds and large institutions have $4.12B invested in State Street SPDR S&P Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 186 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $2.78M

1.04% more ownership

Funds ownership: 32.93%33.96% (+1%)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

5% less capital invested

Capital invested by funds: $4.32B → $4.12B (-$201M)

1% less funds holding

Funds holding: 444439 (-5)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

24% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 186

Holders
439
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
12.26%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
1.26%
New
26
Increased
141
Reduced
186
Closed
27
Calls
$16.5M
Puts
$2.78M
Net Calls
+$13.7M
Net Calls Change
-$901K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
401
Advantage Investment Management
Iowa
$54K
BKA
402
Brick & Kyle Associates
Pennsylvania
$54K
AA
403
Apriem Advisors
California
$51K +$226 +3 +0.4%
KCPG
404
Kavar Capital Partners Group
Kansas
$49K -$20.7K -275 -29%
LWM
405
LBA Wealth Management
Florida
$49K
CLOS
406
Compagnie Lombard Odier SCmA
Switzerland
$45K -$369K -4,900 -89%
DADC
407
D.A. Davidson & Co
Montana
$45K
CK
408
Carnick & Kubik
Colorado
$42.6K -$1.21M -16,076 -96%
AP
409
Atwood & Palmer
Missouri
$42K
TCM
410
Tradewinds Capital Management
Washington
$40K -$53.2K -707 -56%
PAI
411
Pittenger & Anderson Inc
Nebraska
$36K
UFA
412
US Financial Advisors
Massachusetts
$36K +$3.76K +50 +11%
BC
413
Bartlett & Co
Ohio
$31K -$13.2K -175 -29%
CFA
414
CT Financial Advisors
Pennsylvania
$30.1K
BBHC
415
Brown Brothers Harriman & Co
New York
$30K
PCTC
416
Perkins Coie Trust Company
Washington
$27K
MAS
417
Madden Advisory Services
Florida
$23K
OSNBOA
418
Old Second National Bank of Aurora
Illinois
$23K
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$22K
WRM
420
Westport Resources Management
Connecticut
$20K -$86.9K -1,155 -81%
TFO
421
Tarbox Family Office
California
$20K -$21.2K -282 -50%
ARMC
422
American Research & Management Company
Massachusetts
$20K
MCM
423
Manchester Capital Management
Vermont
$20K
NSIM
424
North Star Investment Management
Illinois
$18K
SGC
425
South Georgia Capital
Illinois
$16K