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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
CFD
626
Creative Financial Designs
Indiana
$211K +$132K +1,504 +187%
SB
627
Sunflower Bank
Texas
$210K +$203K +2,313 New
PL
628
Plancorp LLC
Missouri
$208K +$200K +2,275 New
RE
629
RBC Europe
United Kingdom
$207K
HCM
630
Howland Capital Management
Massachusetts
$207K +$199K +2,267 New
BOPW
631
Brandywine Oak Private Wealth
Pennsylvania
$206K -$83.9K -955 -30%
PAMG
632
Patton Albertson Miller Group
Tennessee
$206K +$198K +2,255 New
BA
633
Bristlecone Advisors
Washington
$206K +$199K +2,262 New
TCBWMS
634
Texas Capital Bank Wealth Management Services
Texas
$205K -$413K -4,702 -68%
BO
635
BRR OpCo
Ohio
$205K +$198K +2,251 New
WWM
636
Windsor Wealth Management
Indiana
$204K +$197K +2,240 New
SDWIA
637
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$203K -$110K -1,250 -36%
BMM
638
Berkshire Money Management
Massachusetts
$202K
BHB
639
Bank Hapoalim BM
Israel
$202K +$195K +2,214 New
BFC
640
Bedel Financial Consulting
Indiana
$201K +$615 +7 +0.3%
VFA
641
Valeo Financial Advisors
Indiana
$198K -$44.9K -511 -19%
GFPC
642
Global Financial Private Client
Florida
$197K -$94.1K -1,071 -33%
RDWM
643
Red Door Wealth Management
Tennessee
$195K +$42.5K +483 +29%
CT
644
Caldwell Trust
Florida
$195K
SIA
645
SeaBridge Investment Advisors
New Jersey
$192K
APWM
646
Atlas Private Wealth Management
New York
$189K -$59K -671 -24%
EC
647
Estate Counselors
Wisconsin
$186K +$180K +2,050 New
SIC
648
Salem Investment Counselors
North Carolina
$181K
CF
649
Centaurus Financial
California
$179K
BFIM
650
Beese Fulmer Investment Management
Ohio
$177K +$170K +1,936 New