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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
ADL
401
Asset Dedication LLC
California
$648K +$241K +2,394 +61%
GLA
402
Good Life Advisors
Pennsylvania
$647K -$30.1K -299 -5%
BC
403
Burleson & Co
California
$645K +$403 +4 +0.1%
PCIA
404
Prime Capital Investment Advisors
Kansas
$645K +$331K +3,287 +110%
UR
405
USCA RIA
Texas
$644K +$6.55K +65 +1%
CCM
406
Compton Capital Management
Rhode Island
$638K
AIP
407
Almanack Investment Partners
Pennsylvania
$627K
TF
408
Trek Financial
Arizona
$625K +$310K +3,071 +100%
CA
409
Cambridge Advisors
Nebraska
$622K
FCFC
410
First Commonwealth Financial Corp
Pennsylvania
$615K
WP
411
WMS Partners
Maryland
$614K -$213K -2,111 -26%
JWBC
412
J.W. Burns & Co
New York
$613K
WAP
413
Wealthcare Advisory Partners
Pennsylvania
$611K -$86.4K -857 -13%
RWM
414
Ritholtz Wealth Management
New York
$607K -$7.66K -76 -1%
LSAG
415
Lake Street Advisors Group
New Hampshire
$606K
IAA
416
Independent Advisor Alliance
North Carolina
$600K +$569K +5,648 New
CWM
417
Calamos Wealth Management
Illinois
$596K +$55.5K +550 +10%
Toronto Dominion Bank
418
Toronto Dominion Bank
Ontario, Canada
$595K +$585K +5,800 New
VC
419
Vicus Capital
Pennsylvania
$591K -$184K -1,826 -24%
FNT
420
First National Trust
Pennsylvania
$585K -$79.4K -788 -12%
SWM
421
SeaCrest Wealth Management
New York
$570K -$3.53K -35 -0.6%
SSB
422
Sandy Spring Bank
Maryland
$565K
BWM
423
BigSur Wealth Management
Florida
$564K
CIC
424
Chase Investment Counsel
Virginia
$559K +$550K +5,455 New
GWS
425
Glassman Wealth Services
Virginia
$556K

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.