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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
KL
301
KWMG LLC
Kansas
$1.25M -$13.1K -130 -1%
PIMG
302
Patriot Investment Management Group
Tennessee
$1.25M -$29.5K -293 -2%
WCG
303
Weaver Consulting Group
California
$1.24M -$10.1K -100 -0.8%
LWS
304
Lucia Wealth Services
California
$1.23M +$143K +1,417 +13%
CL
305
Choreo LLC
Illinois
$1.22M +$55.7K +552 +5%
SCM
306
Smith Capital Management
Arkansas
$1.22M -$30.2K -300 -2%
CAC
307
Certified Advisory Corp
Florida
$1.21M +$43.8K +434 +4%
MFW
308
Meristem Family Wealth
Minnesota
$1.21M +$973K +9,647 +457%
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$1.2M -$24.9K -247 -2%
B
310
Barings
North Carolina
$1.18M -$101K -1,000 -8%
PSP
311
Principal Street Partners
Tennessee
$1.18M +$7.76K +77 +0.7%
RVPG
312
Relative Value Partners Group
$1.18M -$88.7K -880 -7%
VA
313
Valmark Advisers
Ohio
$1.17M -$56.1K -556 -5%
MA
314
MUFG Americas
New York
$1.16M +$63.1K +626 +6%
Prudential Financial
315
Prudential Financial
New Jersey
$1.15M +$60.8K +603 +6%
CB
316
Commerce Bank
Missouri
$1.13M +$326K +3,230 +41%
BFG
317
Bouchey Financial Group
New York
$1.13M
CCA
318
Conservest Capital Advisors
Pennsylvania
$1.09M -$34.9K -346 -3%
AA
319
Ancora Advisors
Ohio
$1.09M +$237K +2,347 +28%
TSWM
320
Triangle Securities Wealth Management
North Carolina
$1.08M -$13K -129 -1%
GEA
321
Glen Eagle Advisors
New Jersey
$1.06M +$807 +8 +0.1%
WWM
322
Western Wealth Management
Colorado
$1.06M -$1.31K -13 -0.1%
SMG
323
Spectrum Management Group
Indiana
$1.05M +$471K +4,673 +84%
ASN
324
Advisory Services Network
Georgia
$1.04M
FTS
325
Fifth Third Securities
Ohio
$1.04M +$126K +1,248 +12%

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.