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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
PAG
51
Private Advisor Group
New Jersey
$15.5M +$1.6M +18,174 +12%
WFM
52
Wolff Financial Management
Michigan
$15.2M -$28.7K -327 -0.2%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$14.7M -$967K -10,999 -6%
FCI
54
Financial Counselors Inc
Kansas
$14.7M +$354K +4,026 +3%
CAL
55
Capital Advisors Ltd
Ohio
$13.3M +$184K +2,095 +1%
JP Morgan Chase
56
JP Morgan Chase
New York
$13.1M -$11M -125,627 -47%
Mariner
57
Mariner
Kansas
$13M -$3.79M -43,099 -23%
FAM
58
Flaharty Asset Management
Florida
$12.8M -$355K -4,041 -3%
Stifel Financial
59
Stifel Financial
Missouri
$12.5M -$6.42M -73,088 -35%
FA
60
FDx Advisors
Illinois
$11.3M +$529K +6,020 +5%
CFS
61
CRA Financial Services
New Jersey
$11.2M -$560K -6,373 -5%
WFA
62
Wellspring Financial Advisors
Ohio
$11.2M -$1.14M -12,942 -10%
KTC
63
Kistler-Tiffany Companies
Pennsylvania
$11M -$80.4K -915 -0.8%
Citadel Advisors
64
Citadel Advisors
Florida
$10.8M -$846K -9,624 -7%
SL
65
Salomon & Ludwin
Virginia
$10.6M -$6.59M -75,003 -39%
SB
66
Simmons Bank
Arkansas
$10.6M -$479K -5,448 -4%
Northern Trust
67
Northern Trust
Illinois
$10.4M -$819K -9,316 -8%
WB
68
WesBanco Bank
West Virginia
$10.3M +$382K +4,344 +4%
Franklin Resources
69
Franklin Resources
California
$10.3M +$9.56M +108,799 New
LNC
70
Lincoln National Corp
Pennsylvania
$10.2M +$426K +4,847 +5%
WIC
71
Whitegate Investment Counselors
New Hampshire
$10.2M -$432K -4,912 -4%
PPW
72
Parcion Private Wealth
Washington
$10.2M +$9.12M +103,752 +1,410%
KIA
73
KCM Investment Advisors
California
$10M +$266K +3,026 +3%
FMWA
74
Forvis Mazars Wealth Advisors
Missouri
$9.84M -$588K -6,690 -6%
SPIA
75
Steward Partners Investment Advisory
New York
$9.75M -$478K -5,436 -5%