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State Street SPDR S&P Dividend ETF

391 hedge funds and large institutions have $4.01B invested in State Street SPDR S&P Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $9.38M | Put options by funds: $6.08M

28% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 129

1.11% more ownership

Funds ownership: 29.56%30.67% (+1.1%)

3% more capital invested

Capital invested by funds: $3.88B → $4.01B (+$127M)

2% less funds holding

Funds holding: 398391 (-7)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

Holders
391
Holders Change
-7
Holders Change %
-1.76%
% of All Funds
11.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.25%
New
22
Increased
165
Reduced
129
Closed
25
Calls
$9.38M
Puts
$6.08M
Net Calls
+$3.3M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
51
William Blair & Company
Illinois
$15M +$866K +11,406 +6%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$14.5M +$750K +9,876 +5%
ICOA
53
Investment Centers of America
North Dakota
$14.3M +$2.98M +39,246 +26%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$14.2M +$2.27M +29,900 +19%
PGFC
55
Peapack-Gladstone Financial Corp
New Jersey
$12.6M -$10.2K -135 -0.1%
BF
56
BOK Financial
Oklahoma
$11.1M +$428K +5,634 +4%
BHB
57
Bank Hapoalim BM
Israel
$10.9M -$31.1K -410 -0.3%
MFS
58
MSI Financial Services
Massachusetts
$10.6M +$3.97M +52,264 +59%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$9.8M +$597K +7,869 +6%
SPL
60
Smart Portfolios LLC
Washington
$9.31M +$7.9M +104,061 +514%
KIA
61
KCM Investment Advisors
California
$9.29M -$41.7K -549 -0.4%
WCMN
62
Westchester Capital Management (Nebraska)
Nebraska
$9.11M -$38K -500 -0.4%
HighTower Advisors
63
HighTower Advisors
Illinois
$9M +$29.5K +389 +0.3%
KTC
64
Kistler-Tiffany Companies
Pennsylvania
$8.99M +$567K +7,476 +7%
CIBC World Market
65
CIBC World Market
Ontario, Canada
$8.91M +$5.78M +76,190 +178%
PWM
66
ParenteBeard Wealth Management
Pennsylvania
$8.43M -$447K -5,888 -5%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$8.32M +$400K +5,271 +5%
CAL
68
Capital Advisors Ltd
Ohio
$7.92M +$187K +2,469 +2%
NPC
69
National Planning Corporation
California
$7.82M +$632K +8,330 +9%
PBT
70
Pictet Bank & Trust
Bahamas
$7.8M -$121K -1,600 -2%
LNB
71
Ledyard National Bank
$7.6M -$587K -7,729 -7%
SWM
72
Strategic Wealth Management
Washington
$7.49M +$3.4M +44,753 +81%
WA
73
WealthTrust-Arizona
Arizona
$7.34M +$402K +5,292 +6%
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$7.33M +$311K +4,102 +4%
Barclays
75
Barclays
United Kingdom
$7.13M -$220K -2,899 -3%