We are live on ! Find out more
SDY icon

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
RFC
401
Regions Financial Corp
Alabama
$684K -$2.64K -30 -0.4%
EIP
402
Ellis Investment Partners
Pennsylvania
$680K +$26.4K +300 +4%
AW
403
ACG Wealth
Georgia
$674K -$143K -1,629 -18%
GEA
404
Glen Eagle Advisors
New Jersey
$669K -$259K -2,952 -29%
SI
405
Stephens Inc
Arkansas
$666K +$28.2K +321 +5%
FWP
406
FAS Wealth Partners
Kansas
$665K -$35.8K -407 -5%
AllianceBernstein
407
AllianceBernstein
Tennessee
$664K +$216K +2,455 +51%
HC
408
Hourglass Capital
Texas
$662K +$364K +4,145 +133%
IFG
409
Independent Financial Group
California
$659K +$38.2K +435 +6%
SFG
410
SevenBridge Financial Group
Pennsylvania
$655K -$20.4K -232 -3%
AWA
411
Arete Wealth Advisors
Illinois
$654K +$1.85K +21 +0.3%
AWM
412
AE Wealth Management
Kansas
$650K -$126K -1,434 -17%
TAM
413
Tocqueville Asset Management
New York
$649K -$24.2K -275 -4%
CDIA
414
Capital Directions Investment Advisors
Georgia
$649K
MMPW
415
Mitchell McLeod Pugh & Williams
Alabama
$648K -$10.5K -120 -2%
AL
416
Aspiriant LLC
California
$640K
IWA
417
Intercontinental Wealth Advisors
Texas
$637K +$57.3K +652 +10%
IAIM
418
International Assets Investment Management
Florida
$634K +$16.8K +191 +3%
MC
419
Moors & Cabot
Massachusetts
$633K -$19.2K -219 -3%
HWA
420
HHM Wealth Advisors
Tennessee
$629K
AP
421
Adero Partners
California
$627K
SAG
422
Spotlight Asset Group
Illinois
$624K +$601K +6,838 New
SWA
423
Stratos Wealth Advisors
Ohio
$620K -$147K -1,667 -20%
BWM
424
Benchmark Wealth Management
Connecticut
$613K
PA
425
Pinnacle Associates
New York
$613K +$88 +1 +0%