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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
WKWM
551
Walter & Keenan Wealth Management
Indiana
$302K -$649K -7,385 -69%
ST
552
Smithfield Trust
Pennsylvania
$300K
SFG
553
SNS Financial Group
Minnesota
$299K -$61K -694 -17%
EWM
554
EPG Wealth Management
Georgia
$297K -$26K -296 -8%
AAS
555
Annex Advisory Services
Wisconsin
$297K +$58.5K +666 +26%
NAM
556
NTV Asset Management
West Virginia
$292K
HTC
557
Haverford Trust Company
Pennsylvania
$290K
RCA
558
Resonant Capital Advisors
Wisconsin
$289K -$27.7K -315 -9%
BOS
559
Bingham Osborn & Scarborough
California
$284K
WOSD
560
WFA of San Diego
California
$283K +$273K +3,105 New
Bessemer Group
561
Bessemer Group
New Jersey
$282K +$134K +1,530 +98%
WPW
562
Waldron Private Wealth
Pennsylvania
$282K +$272K +3,093 New
GIA
563
Gladstone Institutional Advisory
Florida
$280K +$10.7K +122 +4%
GWAG
564
Garrett Wealth Advisory Group
Texas
$280K +$36.6K +416 +16%
I
565
IberiaBank
Louisiana
$275K -$60.4K -687 -19%
KWMG
566
King Wealth Management Group
Florida
$275K -$6.77K -77 -2%
TH
567
TCTC Holdings
Texas
$274K -$87.9K -1,000 -25%
Renaissance Technologies
568
Renaissance Technologies
New York
$274K +$264K +3,000 New
SFA
569
Sequoia Financial Advisors
Ohio
$273K -$10.7K -122 -4%
FFA
570
First Foundation Advisors
California
$273K +$22.1K +252 +9%
OIA
571
Optimum Investment Advisors
Illinois
$272K -$51.2K -582 -16%
CDH
572
Charles D. Hyman
$269K +$1.32K +15 +0.5%
S
573
SignatureFD
Georgia
$267K -$65K -740 -20%
IFWM
574
Institute for Wealth Management
Colorado
$267K
FT
575
Fiduciary Trust
Massachusetts
$265K