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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
CFMC
426
Curbstone Financial Management Corp
New Hampshire
$606K -$8.79K -100 -1%
BFO
427
Boston Family Office
Massachusetts
$603K
ACI
428
Alpha Cubed Investments
California
$600K -$1.81M -20,625 -76%
CA
429
Cambridge Advisors
Nebraska
$596K +$40.9K +465 +8%
FMBTD
430
First Midwest Bank Trust Division
Illinois
$592K -$14.5K -165 -2%
CCM
431
Coldstream Capital Management
Washington
$580K -$129K -1,470 -19%
IC
432
Intersect Capital
California
$578K -$41.3K -470 -7%
MAWCM
433
Mine & Arao Wealth Creation & Management
California
$577K -$439 -5 -0.1%
CWM
434
Calamos Wealth Management
Illinois
$575K
ADL
435
Asset Dedication LLC
California
$575K +$88 +1 +0%
FHC
436
First Heartland Consultants
Missouri
$570K -$543K -6,178 -50%
IAN
437
Integrated Advisors Network
Texas
$568K +$7.21K +82 +1%
IFG
438
Investors Financial Group
Minnesota
$564K
RCAG
439
Rehmann Capital Advisory Group
Michigan
$562K -$3.16K -36 -0.6%
FPGK
440
Financial Partners Group (Kansas)
Kansas
$561K +$21.7K +247 +4%
CCM
441
Compton Capital Management
Rhode Island
$557K
ASN
442
Advisory Services Network
Georgia
$552K -$24.8K -282 -4%
NFG
443
Nadler Financial Group
Illinois
$552K +$134K +1,519 +34%
AMCA
444
Arthur M. Cohen & Associates
Illinois
$551K -$410K -4,659 -44%
FCFC
445
First Commonwealth Financial Corp
Pennsylvania
$547K
JWBC
446
J.W. Burns & Co
New York
$544K +$88 +1 +0%
AP
447
Appleton Partners
Massachusetts
$543K
SAM
448
Strategy Asset Managers
California
$543K +$99K +1,126 +23%
BC
449
Burleson & Co
California
$531K
Toronto Dominion Bank
450
Toronto Dominion Bank
Ontario, Canada
$531K