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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
BRWM
801
B. Riley Wealth Management
Tennessee
-$427K -5,348 Closed
PIA
802
Perennial Investment Advisors
California
-$391K -4,892 Closed
Two Sigma Advisers
803
Two Sigma Advisers
New York
-$367K -4,600 Closed
JCM
804
Janney Capital Management
Pennsylvania
-$364K -4,554 Closed
ACG
805
Allen Capital Group
Nebraska
-$293K -3,666 Closed
PCA
806
Personal Capital Advisors
California
-$241K -3,516 Closed
BCP
807
Berkeley Capital Partners
Georgia
-$280K -3,503 Closed
BCP
808
Blackhawk Capital Partners
Wisconsin
-$331K -3,081 Closed
WCG
809
Wall Capital Group
Arizona
-$241K -3,018 Closed
PP
810
Palladium Partners
Virginia
-$240K -3,005 Closed
BPC
811
Banque Pictet & Cie
Switzerland
-$240K -3,000 Closed
PNAA
812
Pictet North America Advisors
Switzerland
-$240K -3,000 Closed
PWM
813
Perigon Wealth Management
California
-$259K -2,968 Closed
KCM
814
Karp Capital Management
California
-$231K -2,893 Closed
FFBTD
815
First Financial Bank - Trust Division
Ohio
-$223K -2,791 Closed
CWM
816
Circle Wealth Management
New Jersey
-$220K -2,756 Closed
SWP
817
Summit Wealth Partners
Florida
-$205K -2,570 Closed
LSAG
818
Lake Street Advisors Group
New Hampshire
-$202K -2,535 Closed
CWP
819
Capital Wealth Planning
Florida
-$201K -2,515 Closed
KFI
820
Key Financial Inc
Pennsylvania
-$179K -2,208 Closed
CBT
821
Capital Bank & Trust
California
-$133K -1,670 Closed
BII
822
Bainco International Investors
Massachusetts
-$110K -1,379 Closed
DWM
823
Darwin Wealth Management
Florida
-$101K -1,269 Closed
RCA
824
Rowland Carmichael Advisors
Arizona
-$91K -1,140 Closed
ICA
825
Infrastructure Capital Advisors
New York
-$87K -1,085 Closed