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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
PMFA
276
Plante Moran Financial Advisors
Michigan
$1.48M +$101 +1 +0%
PWAG
277
Polaris Wealth Advisory Group
California
$1.47M +$1.49M +14,801 New
PAM
278
Palisade Asset Management
Minnesota
$1.47M -$25.7K -255 -2%
BPA
279
Beacon Pointe Advisors
California
$1.42M -$48.2K -478 -3%
AW
280
ACG Wealth
Georgia
$1.41M -$81.5K -808 -6%
FA
281
FCG Advisors
New Jersey
$1.39M -$16.4K -163 -1%
AF
282
Advisornet Financial
Minnesota
$1.39M +$55.8K +553 +4%
OBWP
283
O'Brien Wealth Partners
Massachusetts
$1.39M -$34.7K -344 -2%
APP
284
Avantax Planning Partners
Iowa
$1.38M -$16.7K -166 -1%
PFM
285
Phillips Financial Management
Indiana
$1.36M -$27.5K -273 -2%
DSC
286
Duncker Streett & Co
Missouri
$1.35M +$2.82K +28 +0.2%
TNB
287
Thomasville National Bank
Georgia
$1.35M -$17.2K -171 -1%
CAL
288
Capital Analysts LLC
Pennsylvania
$1.35M -$13.8K -137 -1%
SS
289
Sunbelt Securities
Texas
$1.35M +$422K +4,188 +47%
AIP
290
Ameritas Investment Partners
Nebraska
$1.34M -$35.2K -349 -3%
LFAS
291
Level Four Advisory Services
Texas
$1.33M +$1.71K +17 +0.1%
OIA
292
OneDigital Investment Advisors
Kansas
$1.32M +$234K +2,325 +22%
WPC
293
White Pine Capital
Minnesota
$1.31M
TC
294
Telemus Capital
Michigan
$1.31M +$76.5K +759 +6%
FPGK
295
Financial Partners Group (Kansas)
Kansas
$1.31M -$72.5K -719 -5%
CAAS
296
Capital Asset Advisory Services
Michigan
$1.31M -$102K -1,016 -7%
BRWA
297
B. Riley Wealth Advisors
Florida
$1.3M +$99.6K +988 +8%
PPA
298
Parametric Portfolio Associates
Washington
$1.28M -$54.2K -538 -4%
LP
299
LGL Partners
Pennsylvania
$1.27M +$403 +4 +0%
CBU
300
CIBC Bank USA
Illinois
$1.25M

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.