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State Street SPDR S&P Dividend ETF

751 hedge funds and large institutions have $7.13B invested in State Street SPDR S&P Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 305 increasing their positions, 216 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $9.91M | Put options by funds: $4.06M

50% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 40

41% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 216

1% more funds holding

Funds holding: 740751 (+11)

1% more capital invested

Capital invested by funds: $7.06B → $7.13B (+$68.2M)

0.05% more ownership

Funds ownership: 37.84%37.89% (+0.05%)

5% less funds holding in top 10

Funds holding in top 10: 5956 (-3)

Holders
751
Holders Change
+11
Holders Change %
+1.49%
% of All Funds
16.47%
Holding in Top 10
56
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.08%
% of All Funds
1.23%
New
60
Increased
305
Reduced
216
Closed
40
Calls
$9.91M
Puts
$4.06M
Net Calls
+$5.85M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
251
Dumont & Blake Investment Advisors
New Jersey
$1.71M -$4.54K -45 -0.3%
JIC
252
Johnson Investment Counsel
Ohio
$1.7M +$56.5K +560 +3%
MHS
253
M Holdings Securities
Oregon
$1.69M -$259K -2,568 -13%
ATC
254
Argent Trust Co
Tennessee
$1.67M
BOPW
255
Brandywine Oak Private Wealth
Pennsylvania
$1.65M +$108K +1,076 +7%
TCM
256
Tufton Capital Management
Maryland
$1.65M -$8.67K -86 -0.5%
PWM
257
PRW Wealth Management
Massachusetts
$1.64M
PVH
258
Psagot Value Holdings
Israel
$1.63M
BJL
259
Brighton Jones LLC
Washington
$1.63M +$8.97K +89 +0.6%
BSW
260
Buckingham Strategic Wealth
Missouri
$1.62M -$322K -3,191 -17%
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$1.61M +$241K +2,394 +18%
IA
262
IFP Advisors
Florida
$1.61M +$1.59M +15,783 New
FLPIM
263
F.L. Putnam Investment Management
Massachusetts
$1.61M +$1.08M +10,757 +220%
FDCDDQ
264
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.6M -$5.54K -55 -0.4%
SMG
265
Smart Money Group
Texas
$1.59M +$6.15K +61 +0.4%
LNWWM
266
Laird Norton Wetherby Wealth Management
California
$1.58M +$3.63K +36 +0.2%
KWM
267
Kingsview Wealth Management
Oregon
$1.56M +$26.3K +261 +2%
CCG
268
Cypress Capital Group
Florida
$1.56M -$54.9K -545 -3%
BAC
269
Boys Arnold & Co
North Carolina
$1.53M +$18.1K +180 +1%
BAS
270
Brown Advisory Securities
Maryland
$1.53M +$88.8K +881 +6%
CBN
271
Cadence Bank NA
Texas
$1.52M +$103K +1,018 +7%
IC
272
InterOcean Capital
Illinois
$1.52M
BO
273
Bank OZK
Arkansas
$1.51M +$14.6K +145 +1%
FWCM
274
Ferguson Wellman Capital Management
Oregon
$1.51M +$57.7K +572 +4%
JFA
275
Johanson Financial Advisors
California
$1.5M +$181K +1,798 +14%

SDY Hedge Fund Activity: Q3 2019 in Review

751 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2019, worth a combined $7.13B — up 0.97% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SDY positions and 40 closed out — a net gain of 20 holders — while 305 added to existing stakes and 216 trimmed.

The largest buyer was Ameriprise, adding an estimated $56.3M. The largest seller was JP Morgan Chase, cutting an estimated $133M.

  • 751 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2019, up from 740 in Q2 2019.
  • Funds reported $7.13B of State Street SPDR S&P Dividend ETF stock for Q3 2019, up 0.97% quarter-over-quarter.
  • 60 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2019 and 40 closed out, a net change of +20 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2019 was Ameriprise, an estimated $56.3M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2019 was JP Morgan Chase, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2019.