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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
TF
426
Tompkins Financial
New York
$15K -$583K -7,750 -97%
LWCFA
427
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K
RFA
428
Reilly Financial Advisors
California
$14K
Thrivent Financial for Lutherans
429
Thrivent Financial for Lutherans
Minnesota
$13K -$4.82K -64 -28%
BWA
430
Burt Wealth Advisors
Maryland
$11K
FWM
431
Focused Wealth Management
New York
$11K
MSFP
432
Mark Sheptoff Financial Planning
Connecticut
$11K +$11.3K +150 New
CBT
433
Central Bank & Trust
Kentucky
$9K
WCM
434
Windsor Capital Management
Arizona
$7K +$7.53K +100 New
BIM
435
BlackRock Investment Management
Delaware
$6K +$6.78K +90 New
W
436
Wealthfront
California
$5K -$151 -2 -3%
CWM
437
Catamount Wealth Management
Connecticut
$2K
SEI Investments
438
SEI Investments
Pennsylvania
$2K +$2.11K +28 +2,800%
Manulife (Manufacturers Life Insurance)
439
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.38K -$104K -1,376 -7%
CC
440
Callan Capital
California
-$47M -616,724 Closed
SPIA
441
Strategic Point Investment Advisors
Rhode Island
-$21.6M -283,142 Closed
HF
442
HRT Financial
New York
-$2.99M -39,183 Closed
SFM
443
Signet Financial Management
New Jersey
-$1.97M -25,817 Closed
Invesco
444
Invesco
Georgia
-$1.24M -16,282 Closed
TH
445
Timber Hill
Connecticut
-$1.16M -15,268 Closed
Two Sigma Investments
446
Two Sigma Investments
New York
-$1.11M -14,600 Closed
Millennium Management
447
Millennium Management
New York
-$881K -11,554 Closed
SPL
448
Smart Portfolios LLC
Washington
-$878K -11,529 Closed
CWA
449
Convergent Wealth Advisors
Maryland
-$756K -9,924 Closed
VKH
450
Virtu KCG Holdings
New York
-$732K -9,601 Closed