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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
RJT
76
Raymond James Trust
Florida
$9.62M +$567K +6,453 +7%
Jones Financial Companies
77
Jones Financial Companies
Missouri
$9.53M -$65.9M -750,259 -88%
NB
78
NBT Bank
New York
$9.23M +$2.64K +30 +0%
EWMCB
79
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.2M +$702K +7,982 +9%
HCP
80
Holt Capital Partners
Texas
$9.19M +$136K +1,550 +2%
HSWM
81
Hubbell Strickland Wealth Management
Louisiana
$9.12M -$1.93K -22 -0%
FNC
82
First National Corp
Massachusetts
$8.86M -$87K -990 -1%
RPWA
83
Regent Peak Wealth Advisors
Georgia
$8.69M +$374K +4,257 +5%
M&T Bank
84
M&T Bank
New York
$8.63M -$427K -4,853 -5%
IWM
85
IHT Wealth Management
Illinois
$8.55M +$140K +1,591 +2%
BFPW
86
BOK Financial Private Wealth
Colorado
$8.4M -$6.01M -68,335 -43%
Citigroup
87
Citigroup
New York
$8.17M -$10.8K -123 -0.1%
Deutsche Bank
88
Deutsche Bank
Germany
$7.87M +$3.16M +35,896 +71%
FAIM
89
Financial Advocates Investment Management
Washington
$7.59M -$174K -1,985 -2%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$7.51M -$14.2K -161 -0.2%
APA
91
American Portfolios Advisors
New York
$7.48M +$499K +5,678 +7%
State Street
92
State Street
Massachusetts
$7.42M +$476K +5,410 +7%
SWP
93
Stratos Wealth Partners
Ohio
$7.39M -$4.56M -51,850 -39%
SRC
94
Sage Rhino Capital
California
$7.33M +$292K +3,319 +4%
SIA
95
Starfire Investment Advisers
Michigan
$7.29M -$139K -1,578 -2%
CIBC World Market
96
CIBC World Market
Ontario, Canada
$7.28M +$130K +1,482 +2%
GWM
97
Geneos Wealth Management
Colorado
$7.25M -$432K -4,916 -6%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$7.23M +$1M +11,379 +17%
CCWA
99
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.6M +$6.36M +72,411 New
CFGS
100
Concourse Financial Group Securities
Alabama
$6.6M +$477K +5,423 +8%