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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
CFMC
376
Curbstone Financial Management Corp
New Hampshire
$769K
CFD
377
Creative Financial Designs
Indiana
$751K +$2.42K +24 +0.3%
UBG
378
United Bank (Georgia)
Georgia
$751K +$13.3K +132 +2%
PAM
379
Peak Asset Management
Colorado
$748K +$20.2K +200 +3%
HWA
380
HHM Wealth Advisors
Tennessee
$744K
SWA
381
Stratos Wealth Advisors
Ohio
$743K +$83.3K +826 +13%
MMPW
382
Mitchell McLeod Pugh & Williams
Alabama
$741K
AWA
383
Arete Wealth Advisors
Illinois
$739K +$241K +2,390 +50%
PWW
384
Pettyjohn Wood & White
Virginia
$738K +$29.7K +295 +4%
Carson Wealth (CWM LLC)
385
Carson Wealth (CWM LLC)
Nebraska
$734K
CDIA
386
Capital Directions Investment Advisors
Georgia
$734K +$721K +7,151 New
DT
387
Diversified Trust
Tennessee
$719K +$18.4K +182 +3%
BP
388
Ballentine Partners
Massachusetts
$717K +$500K +4,962 +245%
BFO
389
Boston Family Office
Massachusetts
$705K -$42K -417 -6%
EWM
390
Evercore Wealth Management
New York
$692K
IC
391
Intersect Capital
California
$692K +$706 +7 +0.1%
SFS
392
Summit Financial Strategies
Ohio
$691K -$7.76K -77 -1%
PA
393
Pinnacle Associates
New York
$689K -$49K -486 -7%
JWM
394
Jackson Wealth Management
Florida
$680K +$685K +6,796 New
IWC
395
Integrated Wealth Concepts
Massachusetts
$677K -$64.4K -639 -9%
FMBTD
396
First Midwest Bank Trust Division
Illinois
$675K -$2.52K -25 -0.4%
VWA
397
V Wealth Advisors
Kansas
$674K +$32.9K +326 +5%
AL
398
Aspiriant LLC
California
$665K
AP
399
Appleton Partners
Massachusetts
$662K -$29.1K -289 -4%
SC
400
Savant Capital
Illinois
$657K +$177K +1,754 +38%

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.