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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
NFG
151
NewFocus Financial Group
Washington
$1.56M -$1.67M -21,987 -51%
AMG
152
Asset Management Group
Connecticut
$1.56M +$360K +4,739 +30%
DMC
153
Drexel Morgan & Co
Pennsylvania
$1.55M -$15.2K -200 -1%
HPBT
154
High Point Bank & Trust
North Carolina
$1.53M +$607 +8 +0%
BFC
155
Blue Fin Capital
Rhode Island
$1.51M +$3.11K +41 +0.2%
GT
156
Greenleaf Trust
Michigan
$1.46M -$194K -2,562 -12%
TFCP
157
Twin Focus Capital Partners
Massachusetts
$1.45M +$531 +7 +0%
FPA
158
Fieldpoint Private Advisors
New York
$1.44M -$68.7K -905 -4%
SIC
159
Shoker Investment Counsel
Ohio
$1.42M -$72.4K -954 -5%
FIM
160
Freedom Investment Management
Connecticut
$1.4M +$553K +7,280 +64%
BC
161
Brinker Capital
Pennsylvania
$1.39M
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$1.33M -$2.41M -31,698 -64%
DBIA
163
Dumont & Blake Investment Advisors
New Jersey
$1.31M +$10.9K +144 +0.8%
MHS
164
M Holdings Securities
Oregon
$1.31M +$10.8K +142 +0.8%
SSB
165
Sandy Spring Bank
Maryland
$1.29M +$351K +4,625 +37%
BRWA
166
B. Riley Wealth Advisors
Florida
$1.29M -$485K -6,393 -27%
MC
167
Moors & Cabot
Massachusetts
$1.26M -$26.3K -346 -2%
LCM
168
LVM Capital Management
Michigan
$1.26M -$44K -580 -3%
CG
169
Colony Group
Massachusetts
$1.25M +$194K +2,557 +18%
QIM
170
Quest Investment Management
Oregon
$1.25M
PVH
171
Psagot Value Holdings
Israel
$1.19M
FA
172
FDx Advisors
Illinois
$1.18M +$434K +5,720 +57%
HB
173
Homrich & Berg
Georgia
$1.15M
CL
174
Choreo LLC
Illinois
$1.11M +$97K +1,278 +9%
CK
175
Carnick & Kubik
Colorado
$1.1M -$120K -1,585 -10%