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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
BWL
776
Bogart Wealth LLC
Virginia
$6K
CWP
777
CFM Wealth Partners
Texas
$5K
ME
778
McIlrath & Eck
Washington
$5K
EI
779
Ellevest Inc
New York
$5K +$4.66K +53 New
CCM
780
Cribstone Capital Management
Maine
$3K
TC
781
Truvestments Capital
Florida
$3K
TPWA
782
TRUE Private Wealth Advisors
Oregon
$2K -$1.91M -21,708 -100%
FA
783
Fortis Advisors
Pennsylvania
$2K -$409K -4,653 -99%
WIM
784
Westside Investment Management
California
$1.11K +$102K +1,157 +10%
RWG
785
Regal Wealth Group
California
$1K
3AM
786
3EDGE Asset Management
Florida
-$11.6M -145,114 Closed
OCPWS
787
One Charles Private Wealth Services
Massachusetts
-$11.4M -142,887 Closed
Two Sigma Investments
788
Two Sigma Investments
New York
-$4M -50,059 Closed
PP
789
PagnatoKarp Partners
Virginia
-$3.42M -42,802 Closed
XS
790
XR Securities
Illinois
-$3.11M -38,914 Closed
Natixis Advisors
791
Natixis Advisors
Massachusetts
-$2.62M -32,814 Closed
AWM
792
Aberdeen Wealth Management
Illinois
-$1.74M -21,742 Closed
ARG
793
Advisory Resource Group
Oklahoma
-$1.46M -18,258 Closed
ACP
794
Aveo Capital Partners
Colorado
-$904K -11,322 Closed
BAC
795
Boys Arnold & Co
North Carolina
-$880K -11,015 Closed
FSC
796
Full Sail Capital
Oklahoma
-$694K -7,935 Closed
BP
797
Ballentine Partners
Massachusetts
-$579K -7,250 Closed
OR
798
Olympiad Research
Connecticut
-$573K -7,173 Closed
TCA
799
Transcend Capital Advisors
New Jersey
-$487K -6,094 Closed
AIP
800
Almanack Investment Partners
Pennsylvania
-$449K -5,625 Closed