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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
AllianceBernstein
426
AllianceBernstein
Tennessee
$556K +$2.02K +20 +0.4%
SMC
427
Smith, Moore & Co
Missouri
$552K -$48.5K -481 -8%
FIG
428
FundX Investment Group
California
$551K
WEC
429
Winslow Evans & Crocker
Massachusetts
$548K +$403 +4 +0.1%
Two Sigma Investments
430
Two Sigma Investments
New York
$538K +$529K +5,248 New
ACP
431
Ashfield Capital Partners
California
$534K +$524K +5,200 New
AI
432
Atria Investments
North Carolina
$531K +$7.66K +76 +1%
AIM
433
Acropolis Investment Management
Missouri
$528K +$13.7K +136 +3%
NFG
434
Nadler Financial Group
Illinois
$526K +$1.01K +10 +0.2%
SIC
435
Shoker Investment Counsel
Ohio
$521K -$162K -1,611 -24%
Cerity Partners
436
Cerity Partners
New York
$513K +$138K +1,370 +38%
I
437
IberiaBank
Louisiana
$512K +$143K +1,422 +40%
CCFCSB
438
Cape Cod Five Cents Savings Bank
Massachusetts
$510K -$10.1K -100 -2%
HFP
439
Holistic Financial Partners
Indiana
$510K -$1.31K -13 -0.3%
GIA
440
Guyasuta Investment Advisors
Pennsylvania
$508K
GM
441
GeoWealth Management
Illinois
$507K +$146K +1,444 +41%
EFS
442
Essex Financial Services
Connecticut
$498K +$445K +4,413 +989%
UBS AM
443
UBS AM
Illinois
$489K
MA
444
Mutual Advisors
Nebraska
$489K -$125K -1,242 -21%
IIC
445
Integrated Investment Consultants
Michigan
$482K +$1.92K +19 +0%
SAM
446
Sawgrass Asset Management
Florida
$480K
UWPG
447
Ullmann Wealth Partners Group
Florida
$479K
FAG
448
Financial Advisory Group
Texas
$478K -$14.1K -140 -3%
SAM
449
Sequent Asset Management
Texas
$475K
CCM
450
Canal Capital Management
Virginia
$470K +$4.13K +41 +0.9%

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.