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State Street SPDR S&P Dividend ETF

391 hedge funds and large institutions have $4.01B invested in State Street SPDR S&P Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $9.38M | Put options by funds: $6.08M

28% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 129

1.11% more ownership

Funds ownership: 29.56%30.67% (+1.1%)

3% more capital invested

Capital invested by funds: $3.88B → $4.01B (+$127M)

2% less funds holding

Funds holding: 398391 (-7)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

Holders
391
Holders Change
-7
Holders Change %
-1.76%
% of All Funds
11.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.25%
New
22
Increased
165
Reduced
129
Closed
25
Calls
$9.38M
Puts
$6.08M
Net Calls
+$3.3M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
101
Deutsche Bank
Germany
$3.83M +$167K +2,194 +4%
FHA
102
First Horizon Advisors
Tennessee
$3.8M -$605K -7,973 -14%
CT
103
Coastline Trust
Rhode Island
$3.64M -$222K -2,930 -6%
PI
104
Placemark Investments
Illinois
$3.6M -$254K -3,350 -7%
FAG
105
Financial Advisory Group
Texas
$3.59M +$78K +1,028 +2%
CTC
106
Central Trust Company
Missouri
$3.58M -$104K -1,375 -3%
BAAM
107
Baker Avenue Asset Management
California
$3.54M +$566K +7,462 +19%
RJT
108
Raymond James Trust
Florida
$3.44M +$63.4K +835 +2%
US Bancorp
109
US Bancorp
Minnesota
$3.43M +$159K +2,099 +5%
LMIM
110
Lockheed Martin Investment Management
Maryland
$3.32M +$1.38M +18,115 +69%
CA
111
Cetera Advisors
Colorado
$2.9M +$587K +7,739 +25%
RIA
112
Regal Investment Advisors
Michigan
$2.86M +$2.41M +31,702 +487%
LWM
113
Lenox Wealth Management
Ohio
$2.83M -$218K -2,878 -7%
SJIM
114
St. Johns Investment Management
Florida
$2.77M -$3.79K -50 -0.1%
1IA
115
1834 Investment Advisors
Wisconsin
$2.76M -$13.8K -182 -0.5%
TCOV
116
Trust Company of Vermont
Vermont
$2.61M +$25K +330 +1%
AFG
117
Albion Financial Group
Utah
$2.59M +$56.5K +744 +2%
FBNAT
118
FirstMerit Bank N.A. Trustee
Ohio
$2.56M -$98.3K -1,295 -4%
HCM
119
Hollencrest Capital Management
California
$2.5M +$759K +10,000 +43%
CWM
120
Concert Wealth Management
California
$2.48M -$19.9K -262 -0.8%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$2.46M -$104K -1,375 -4%
MA
122
Montag & Associates
Georgia
$2.45M -$45.4K -598 -2%
GGPS
123
Gary Goldberg Planning Services
New York
$2.42M +$77.4K +1,020 +3%
CIC
124
Carnegie Investment Counsel
Ohio
$2.42M +$84.3K +1,110 +4%
FNBT
125
FineMark National Bank & Trust
Florida
$2.41M +$318K +4,183 +15%