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State Street SPDR S&P Dividend ETF

364 hedge funds and large institutions have $3.9B invested in State Street SPDR S&P Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 128 increasing their positions, 116 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 21

46% more call options, than puts

Call options by funds: $5.26M | Put options by funds: $3.62M

15% more funds holding in top 10

Funds holding in top 10: 4046 (+6)

12% more capital invested

Capital invested by funds: $3.47B → $3.9B (+$426M)

12% more funds holding

Funds holding: 325364 (+39)

10% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 116

2.79% more ownership

Funds ownership: 27.98%30.78% (+2.8%)

Holders
364
Holders Change
+39
Holders Change %
+12%
% of All Funds
10.57%
Holding in Top 10
46
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15%
% of All Funds
1.34%
New
66
Increased
128
Reduced
116
Closed
21
Calls
$5.26M
Puts
$3.62M
Net Calls
+$1.65M
Net Calls Change
-$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
51
Mather Group
Illinois
$13.5M +$839K +11,672 +7%
PGFC
52
Peapack-Gladstone Financial Corp
New Jersey
$12.6M +$48.5K +675 +0.4%
GAG
53
GM Advisory Group
New York
$11.7M +$11.6M +160,983 New
LNB
54
Ledyard National Bank
$11.5M -$286K -3,980 -2%
AW
55
ACG Wealth
Georgia
$11.3M +$1.15M +16,028 +12%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$11.2M +$1.06M +14,688 +11%
AssetMark Inc
57
AssetMark Inc
California
$11M -$3.94M -54,853 -27%
MGIA
58
Moneta Group Investment Advisors
Missouri
$11M +$395K +5,495 +4%
BHB
59
Bank Hapoalim BM
Israel
$10.6M +$10.5M +145,666 New
CAN
60
Cetera Advisor Networks
California
$9.39M +$2.54M +35,312 +38%
BF
61
BOK Financial
Oklahoma
$9.19M +$217K +3,012 +2%
PWM
62
ParenteBeard Wealth Management
Pennsylvania
$9.16M -$395K -5,497 -4%
WCMN
63
Westchester Capital Management (Nebraska)
Nebraska
$8.75M +$809K +11,250 +10%
AC
64
Alexandria Capital
Virginia
$8.66M -$1.27M -17,638 -13%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$8.44M -$200K -2,781 -2%
HighTower Advisors
66
HighTower Advisors
Illinois
$8.28M +$3.15M +43,857 +62%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$8.25M +$251K +3,496 +3%
PBT
68
Pictet Bank & Trust
Bahamas
$8.01M +$7.93M +110,350 New
BHTS
69
Bar Harbor Trust Services
Maine
$7.95M +$50.3K +700 +0.6%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$7.93M -$2.32M -32,229 -23%
KTC
71
Kistler-Tiffany Companies
Pennsylvania
$7.54M +$421K +5,853 +6%
B
72
Baird
Wisconsin
$7.17M -$4.2M -58,409 -37%
NPC
73
National Planning Corporation
California
$7.09M +$434K +6,037 +7%
Barclays
74
Barclays
United Kingdom
$7.08M +$162K +2,251 +2%
KIA
75
KCM Investment Advisors
California
$6.59M +$72.7K +1,011 +1%