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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
CAL
76
Capital Advisors Ltd
Ohio
$6.56M +$6.49M +90,277 New
FMWA
77
Forvis Mazars Wealth Advisors
Missouri
$6.44M -$193K -2,692 -3%
AIM
78
Aspen Investment Management
Michigan
$6.41M +$41.7K +580 +0.7%
AMM
79
American Money Management
California
$5.94M +$5.88M +81,744 New
MFS
80
MSI Financial Services
Massachusetts
$5.82M +$202K +2,809 +4%
PAG
81
Private Advisor Group
New Jersey
$5.79M +$5.73M +79,759 New
WA
82
WealthTrust-Arizona
Arizona
$5.74M +$148K +2,057 +3%
BAAM
83
Baker Avenue Asset Management
California
$5.5M -$1.47M -20,413 -21%
DG
84
Davidson & Garrard
Virginia
$5.48M -$108K -1,507 -2%
SHWM
85
Smith & Howard Wealth Management
Georgia
$5.47M +$21K +292 +0.4%
NES
86
New England Securities
New York
$5.35M +$1.31M +18,165 +33%
Citigroup
87
Citigroup
New York
$5.13M +$557K +7,750 +12%
MSU
88
Maple Securities USA
New Jersey
$5.09M -$2.36M -32,800 -32%
Creative Planning
89
Creative Planning
Kansas
$5.04M +$688K +9,574 +16%
Invesco
90
Invesco
Georgia
$4.97M +$326K +4,540 +7%
NB
91
NBT Bank
New York
$4.89M -$338K -4,702 -7%
HCP
92
Holt Capital Partners
Texas
$4.8M +$4.75M +66,050 New
AIG
93
American International Group
New York
$4.77M +$91.9K +1,278 +2%
HH
94
Hilltop Holdings
Texas
$4.61M +$342K +4,762 +8%
CK
95
Carnick & Kubik
Colorado
$4.6M +$4.55M +63,305 New
BTS
96
BB&T Securities
Virginia
$4.36M +$10.1K +141 +2%
BEC
97
Blue Edge Capital
Virginia
$4.35M +$4.3M +59,856 New
SG Americas Securities
98
SG Americas Securities
New York
$4.34M -$1.47M -20,484 -26%
FHA
99
First Horizon Advisors
Tennessee
$4.34M -$11.4K -159 -0.3%
ICOA
100
Investment Centers of America
North Dakota
$4.18M -$6.03M -83,865 -58%