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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
HWA
201
Hillcrest Wealth Advisors
New Jersey
$2.3M -$26.4K -300 -1%
SW
202
SVB Wealth
Massachusetts
$2.3M +$246K +2,803 +13%
BWM
203
Baystate Wealth Management
Massachusetts
$2.23M -$289K -3,293 -12%
WF
204
Welch & Forbes
Massachusetts
$2.22M -$32.5K -370 -1%
DW
205
Domani Wealth
Pennsylvania
$2.18M +$352K +4,007 +20%
SBWM
206
Sunflower Bank Wealth Management
Arizona
$2.18M -$26.8K -305 -1%
AIC
207
Ameritas Investment Company
Nebraska
$2.17M -$4.25M -48,335 -67%
NEWAS
208
N.E.W. Advisory Services
Wisconsin
$2.17M +$2.09M +23,737 New
OMC
209
Old Mission Capital
Illinois
$2.16M +$2.08M +23,664 New
PP
210
PDS Planning
Ohio
$2.16M -$153K -1,736 -7%
NP
211
NorthRock Partners
Minnesota
$2.15M -$232K -2,637 -10%
EWA
212
EP Wealth Advisors
California
$2.15M -$87.4K -994 -4%
DC
213
Davenport & Co
Virginia
$2.15M -$129K -1,468 -6%
PBT
214
Pictet Bank & Trust
Bahamas
$2.15M -$3.37M -38,300 -62%
VWA
215
Visionary Wealth Advisors
Illinois
$2.15M -$3.73M -42,419 -64%
PFPT
216
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.15M -$659K -7,502 -24%
CIC
217
Carnegie Investment Counsel
Ohio
$2.13M -$131K -1,492 -6%
LOIM
218
Liberty One Investment Management
Illinois
$2.1M -$3.52K -40 -0.2%
UBV
219
United Bank (Virginia)
Virginia
$2.1M -$844K -9,599 -29%
LIA
220
LS Investment Advisors
Michigan
$2.09M -$158K -1,800 -7%
MPM
221
Meritage Portfolio Management
Kansas
$2.09M -$739K -8,410 -27%
CAGAS
222
Capital Advisory Group Advisory Services
Minnesota
$2.07M -$8.7K -99 -0.4%
LWM
223
Lenox Wealth Management
Ohio
$2.06M -$6.94K -79 -0.3%
RA
224
RFG Advisory
Alabama
$1.98M -$1.61M -18,337 -46%
PJB
225
Paul John Balson
California
$1.97M +$9.58K +109 +0.5%