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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
LFG
701
LifePlan Financial Group
Ohio
$69K
HPC
702
HM Payson & Co
Maine
$68K +$65.9K +750 New
HIA
703
Harbor Investment Advisory
Maryland
$64K +$6.33K +72 +12%
CWM
704
Campbell Wealth Management
Virginia
$61K +$58.4K +664 New
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K -$65.7K -747 -53%
FA
706
Financial Advantage
Maryland
$57K
PA
707
Procyon Advisors
Connecticut
$57K
BCA
708
Bray Capital Advisors
Florida
$55K -$282K -3,212 -84%
MWC
709
MBM Wealth Consultants
Missouri
$52K
TL
710
TrueWealth LLC
Georgia
$51K -$17.4K -198 -26%
TCM
711
Tradewinds Capital Management
Washington
$51K
WPA
712
West Paces Advisors
Georgia
$50.2K
NSB
713
Norway Savings Bank
Maine
$50K
CFFP
714
Center for Financial Planning
Michigan
$47K -$156K -1,770 -78%
PB
715
Pinnacle Bancorp
Nebraska
$47K
AW
716
Avion Wealth
Texas
$46K
WB
717
Webster Bank
Connecticut
$46K
HFA
718
Hoover Financial Advisors
Pennsylvania
$46K +$43.9K +500 New
CG
719
Cutler Group
California
$45K +$43.9K +499 New
BWA
720
BDO Wealth Advisors
Florida
$44K
BFO
721
Biltmore Family Office
North Carolina
$44K
LFG
722
Larson Financial Group
Missouri
$44K
BW
723
Bison Wealth
Georgia
$43K -$330K -3,759 -89%
MSFP
724
Mark Sheptoff Financial Planning
Connecticut
$43K -$19.8K -225 -32%
TF
725
Tompkins Financial
New York
$42K