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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
CHC
676
City Holding Co
West Virginia
$117K -$6.15K -70 -5%
VCM
677
Versant Capital Management
Arizona
$117K
IRAG
678
Investment Research & Advisory Group
Georgia
$111K
SCA
679
Stonebridge Capital Advisors
Minnesota
$109K -$40.4K -460 -28%
HB
680
Horizon Bancorp
Indiana
$107K -$36.3K -413 -26%
HDIM
681
Hanson & Doremus Investment Management
Vermont
$107K
JWBC
682
John W. Brooker & Co
California
$106K +$88 +1 +0.1%
PFBT
683
Parkside Financial Bank & Trust
Missouri
$103K +$879 +10 +0.9%
BWM
684
BerganKDV Wealth Management
Minnesota
$101K
TWA
685
TCI Wealth Advisors
Arizona
$99K -$3.87K -44 -4%
IWP
686
IAG Wealth Partners
Wisconsin
$95K
CCA
687
Column Capital Advisors
Indiana
$91K
JCM
688
Jacobi Capital Management
Pennsylvania
$91K
DAM
689
Delta Asset Management
Tennessee
$88K
BA
690
Ballast Advisors
Minnesota
$85K
FMTCOCP
691
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$85K
LWM
692
Liberty Wealth Management
California
$84K +$527 +6 +0.7%
PWM
693
Provident Wealth Management
Tennessee
$83K +$80.4K +915 New
AA
694
AlphaMark Advisors
Kentucky
$81K
TF
695
TimeScale Financial
Massachusetts
$80K -$25.1K -286 -24%
GTAM
696
Global Trust Asset Management
Florida
$77K
PFGIA
697
Patriot Financial Group Insurance Agency
Massachusetts
$73K -$13.4K -152 -16%
MRC
698
Millburn Ridgefield Corp
New York
$73K +$30.5K +347 +77%
BBHC
699
Brown Brothers Harriman & Co
New York
$71K
OPS
700
Orion Portfolio Solutions
Nebraska
$71K +$4.39K +50 +7%