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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
VWM
151
Valley Wealth Managers
New Jersey
$3.63M +$174K +1,979 +5%
BAM
152
Bruderman Asset Management
New York
$3.61M -$1.67K -19 -0%
CWM
153
Connecticut Wealth Management
Connecticut
$3.55M -$173K -1,968 -5%
FWM
154
FSA Wealth Management
Massachusetts
$3.54M +$3.4M +38,666 +27,423%
NA
155
NewEdge Advisors
Louisiana
$3.5M -$173K -1,972 -5%
FCM
156
Firestone Capital Management
Florida
$3.48M -$434K -4,939 -11%
UB
157
UMB Bank
Missouri
$3.46M -$136K -1,550 -4%
HCM
158
Hollencrest Capital Management
California
$3.45M -$574K -6,536 -15%
DC
159
Derby & Company
Massachusetts
$3.42M +$204K +2,319 +7%
Fiera Capital (Canada)
160
Fiera Capital (Canada)
Quebec, Canada
$3.4M +$87.9K +1,000 +3%
MBTD
161
Mechanics Bank - Trust Department
California
$3.39M +$62.8K +715 +2%
EIG
162
Ellenbecker Investment Group
Wisconsin
$3.35M +$53.2K +605 +2%
MAM
163
Madison Asset Management
Wisconsin
$3.33M -$126K -1,433 -4%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$3.31M
CTC
165
Central Trust Company
Missouri
$3.3M +$132K +1,497 +4%
OC
166
Oppenheimer & Co
New York
$3.25M +$69.5K +791 +2%
GT
167
Greenleaf Trust
Michigan
$3.24M -$98K -1,115 -3%
SBL
168
Sargent Bickham Lagudis
Colorado
$3.23M +$21.5K +245 +0.7%
PV
169
Private Vista
Illinois
$3.2M -$3.19M -36,313 -51%
SFWC
170
Strategic Family Wealth Counselors
New Jersey
$3.19M -$144K -1,640 -4%
PWM
171
Peterson Wealth Management
Nevada
$3.18M +$353K +4,011 +13%
JWCA
172
J.W. Cole Advisors
Florida
$3.16M +$3.05M +34,663 New
KFA
173
Kays Financial Advisory
Georgia
$3.15M +$378K +4,304 +14%
TW
174
Transform Wealth
Colorado
$3.14M -$147K -1,669 -5%
FAAS
175
First Allied Advisory Services
California
$3.13M +$85.3K +971 +3%