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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
Bank of America
1
Bank of America
North Carolina
$594M -$34.1M -388,148 -6%
RJA
2
Raymond James & Associates
Florida
$540M +$25.4M +289,387 +5%
Morgan Stanley
3
Morgan Stanley
New York
$434M -$68.5M -778,777 -14%
Ameriprise
4
Ameriprise
Minnesota
$227M -$52.6M -598,947 -19%
UBS Group
5
UBS Group
Switzerland
$190M -$11.4M -129,325 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$187M -$20.2M -230,381 -10%
JIC
7
Joel Isaacson & Co
New York
$163M +$142K +1,618 +0.1%
Wells Fargo
8
Wells Fargo
California
$163M -$7.87M -89,527 -5%
LPL Financial
9
LPL Financial
California
$150M -$3.88M -44,146 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$146M -$8.03M -91,410 -5%
Truist Financial
11
Truist Financial
North Carolina
$112M -$8.38M -95,332 -7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$101M -$5.36M -61,031 -5%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$84M +$1.04M +11,855 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$82.4M -$912K -10,376 -1%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$79.1M +$27.6M +313,950 +57%
DWM
16
Destination Wealth Management
California
$75.3M +$2.61M +29,696 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$72.8M -$17.7M -201,415 -20%
1SB
18
1ST Source Bank
Indiana
$63.7M +$4.29M +48,836 +8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$62.6M +$9.17M +104,328 +18%
V
20
Veritable
Delaware
$62.3M -$4.58M -52,064 -7%
CIA
21
Capital Investment Advisors
Georgia
$60.9M -$33.2M -378,005 -36%
Goldman Sachs
22
Goldman Sachs
New York
$53.3M -$36.1M -410,254 -41%
MML Investors Services
23
MML Investors Services
Massachusetts
$42.1M -$5.55M -63,116 -12%
LW
24
Linscomb Wealth
Texas
$39.5M +$1.29M +14,685 +4%
Creative Planning
25
Creative Planning
Kansas
$38.7M +$10.9M +123,512 +41%