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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
RWM
451
Ritholtz Wealth Management
New York
$531K +$88 +1 +0%
RPC
452
Rossmore Private Capital
Connecticut
$530K +$156K +1,780 +46%
FNT
453
First National Trust
Pennsylvania
$519K -$4.39K -50 -0.9%
GRP
454
Global Retirement Partners
California
$517K +$7.38K +84 +2%
KA
455
Kovack Advisors
Florida
$517K +$7.91K +90 +2%
BFA
456
Beaumont Financial Advisors
Massachusetts
$511K
BWM
457
BigSur Wealth Management
Florida
$511K
SWM
458
SeaCrest Wealth Management
New York
$508K +$967 +11 +0.2%
RIM
459
Rockbridge Investment Management
New York
$506K +$488K +5,548 New
BHTS
460
Bar Harbor Trust Services
Maine
$505K -$39.6K -450 -8%
CIAS
461
Capital Investment Advisory Services
North Carolina
$503K
PWAC
462
Private Wealth Advisors (California)
California
$497K -$1.56M -17,794 -77%
SBH
463
Segall Bryant & Hamill
Illinois
$496K -$404K -4,594 -46%
GWS
464
Glassman Wealth Services
Virginia
$496K +$264 +3 +0.1%
UBG
465
United Bank (Georgia)
Georgia
$494K -$54.1K -615 -10%
QCM
466
Quest Capital Management
Texas
$494K +$47.2K +537 +11%
MFG
467
Merit Financial Group
Georgia
$493K -$261K -2,966 -35%
DI
468
Disciplined Investments
Oklahoma
$490K +$3.96K +45 +0.8%
NCM
469
Noesis Capital Mangement
Florida
$481K -$8.79K -100 -2%
GIA
470
Guyasuta Investment Advisors
Pennsylvania
$479K
CS
471
Credit Suisse
Switzerland
$471K -$1.14M -12,940 -71%
MWM
472
Mission Wealth Management
California
$463K -$8.26K -94 -2%
GLA
473
Good Life Advisors
Pennsylvania
$458K -$33.9K -386 -7%
CC
474
Claybrook Capital
Massachusetts
$456K +$439K +5,000 New
SFP
475
Strategic Financial Partners
Oregon
$450K -$1.14K -13 -0.3%