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State Street SPDR S&P Dividend ETF

439 hedge funds and large institutions have $4.12B invested in State Street SPDR S&P Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 186 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $2.78M

1.04% more ownership

Funds ownership: 32.93%33.96% (+1%)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

5% less capital invested

Capital invested by funds: $4.32B → $4.12B (-$201M)

1% less funds holding

Funds holding: 444439 (-5)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

24% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 186

Holders
439
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
12.26%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
1.26%
New
26
Increased
141
Reduced
186
Closed
27
Calls
$16.5M
Puts
$2.78M
Net Calls
+$13.7M
Net Calls Change
-$901K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
AIA Group
Hong Kong
$870K +$482K +6,400 +113%
PMFA
202
Plante Moran Financial Advisors
Michigan
$869K +$1.2K +16 +0.1%
TBA
203
Train Babcock Advisors
New York
$864K -$27.5K -365 -3%
ATC
204
Argent Trust Co
Tennessee
$858K
RFC
205
Regions Financial Corp
Alabama
$856K +$50.9K +676 +6%
B
206
Bailard
California
$846K +$247K +3,286 +39%
MC
207
Moors & Cabot
Massachusetts
$836K -$97.8K -1,299 -10%
KeyBank National Association
208
KeyBank National Association
Ohio
$818K -$69K -917 -7%
IAA
209
Ironsides Asset Advisors
North Carolina
$818K
BFG
210
Bouchey Financial Group
New York
$813K
KA
211
Kovack Advisors
Florida
$812K -$1.41M -18,763 -63%
ALA
212
Atherton Lane Advisers
California
$802K
WSCM
213
Wellington Shields Capital Management
New York
$801K +$38.6K +513 +5%
SMA
214
Simply Money Advisors
Ohio
$796K +$346K +4,592 +71%
YP
215
Yellowstone Partners
Idaho
$784K -$30.9K -410 -4%
BWM
216
Braver Wealth Management
Massachusetts
$781K +$301 +4 +0%
BA
217
Birinyi Associates
Connecticut
$778K +$172K +2,282 +27%
AFG
218
Albion Financial Group
Utah
$768K -$1.89M -25,052 -70%
DSC
219
Duncker Streett & Co
Missouri
$763K -$112K -1,486 -12%
SFA
220
Sequoia Financial Advisors
Ohio
$763K -$7.38K -98 -0.9%
EAMA
221
EFG Asset Management (Americas)
Florida
$763K +$188K +2,497 +31%
Natixis Advisors
222
Natixis Advisors
Massachusetts
$762K +$18.2K +242 +2%
VNA
223
Valley National Advisers
Pennsylvania
$758K
MC
224
Mathes Company
New York
$755K -$15.1K -200 -2%
MFBTD
225
MB Financial Bank - Trust Department
Illinois
$734K -$199K -2,650 -21%