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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
CI
651
CX Institutional
Indiana
$173K -$44.6K -508 -21%
EP
652
Eudaimonia Partners
Tennessee
$172K +$69.6K +792 +72%
HR
653
Howe & Rusling
New York
$169K -$17K -193 -9%
EWP
654
Engrave Wealth Partners
Texas
$166K +$78.2K +890 +95%
GI
655
Gradient Investments
Minnesota
$161K +$10.7K +122 +7%
BWA
656
Burt Wealth Advisors
Maryland
$160K
TAM
657
Townsend Asset Management
North Carolina
$159K +$967 +11 +0.6%
AF
658
Allworth Financial
California
$157K -$96.4K -1,097 -39%
POIA
659
Pin Oak Investment Advisors
Texas
$155K
WCAMG
660
Woodard & Company Asset Management Group
North Carolina
$155K
CFB
661
Cullen/Frost Bankers
Texas
$154K -$45.9K -522 -24%
ST
662
Sageworth Trust
Pennsylvania
$148K +$143K +1,625 New
WT
663
Washington Trust
Rhode Island
$146K
SNT
664
Security National Trust
West Virginia
$146K +$17.9K +204 +15%
EDRH
665
Edmond de Rothschild Holding
Switzerland
$139K +$8.79K +100 +7%
PO
666
Private Ocean
California
$138K -$54.2K -617 -29%
BEAM
667
Baker Ellis Asset Management
Washington
$133K
PCG
668
Private Capital Group
Connecticut
$130K
TIM
669
Tortoise Investment Management
New York
$126K
RG
670
Retirement Group
California
$123K +$118K +1,345 New
First Manhattan
671
First Manhattan
New York
$121K -$18.2K -207 -13%
EWM
672
Elmwood Wealth Management
California
$120K
CWC
673
Carolinas Wealth Consulting
North Carolina
$119K +$115K +1,303 New
TFGT
674
TS Financial Group (TSFG)
Illinois
$118K
SIAS
675
Shine Investment Advisory Services
Colorado
$117K -$107K -1,221 -49%