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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
ABC
101
Associated Banc-Corp
Wisconsin
$6.46M -$763K -8,679 -11%
CCM
102
Covington Capital Management
California
$6.46M +$217K +2,464 +4%
1IA
103
1834 Investment Advisors
Wisconsin
$6.44M +$233K +2,653 +4%
RBC
104
Roble Belko & Company
Pennsylvania
$6.37M +$3.69M +41,948 +150%
TFA
105
TPG Financial Advisors
Oregon
$6.36M +$6.13M +69,723 New
Fidelity Investments
106
Fidelity Investments
Massachusetts
$6.33M -$665K -7,563 -10%
US Bancorp
107
US Bancorp
Minnesota
$6.28M -$801K -9,114 -12%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$6.24M +$1.39M +15,824 +30%
TA
109
Tiedemann Advisors
New York
$6.15M -$1.84M -20,952 -24%
TFS
110
TrustCore Financial Services
Tennessee
$6.01M -$972K -11,059 -14%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$5.84M -$1.58M -17,968 -22%
NCM
112
Neumann Capital Management
California
$5.79M +$156K +1,770 +3%
CA
113
Cornerstone Advisory
Maryland
$5.75M -$693K -7,880 -11%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$5.7M -$680K -7,739 -11%
CCP
115
Cardan Capital Partners
Colorado
$5.52M -$690K -7,850 -11%
1832 Asset Management
116
1832 Asset Management
Ontario, Canada
$5.48M -$17.3K -197 -0.3%
WT
117
Whittier Trust
California
$5.45M -$268K -3,050 -5%
LNB
118
Ledyard National Bank
$5.34M -$705K -8,021 -12%
MAFM
119
Mid Atlantic Financial Management
Pennsylvania
$5.22M -$315K -3,589 -6%
SDAM
120
Shulman DeMeo Asset Management
New York
$5.1M +$40.4K +460 +0.8%
FHA
121
Flagship Harbor Advisors
Massachusetts
$5.07M +$45.6K +519 +0.9%
MIAN
122
Mariner Independent Advisor Network
Kansas
$4.96M +$336K +3,820 +8%
EH
123
Equitable Holdings
New York
$4.86M -$1.17M -13,349 -20%
Brown Advisory
124
Brown Advisory
Maryland
$4.78M +$1.46M +16,578 +46%
FHB
125
First Hawaiian Bank
Hawaii
$4.76M