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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
WCM
451
WealthBridge Capital Management
Ohio
$468K +$47.4K +470 +11%
SHWM
452
Smith & Howard Wealth Management
Georgia
$468K +$138K +1,366 +43%
HCM
453
Hengehold Capital Management
Ohio
$467K -$3.63K -36 -0.8%
TFS
454
Thoroughbred Financial Services
Tennessee
$467K +$459K +4,549 New
FIM
455
Freedom Investment Management
Connecticut
$463K -$92.3K -915 -17%
CAM
456
Crestone Asset Management
Colorado
$462K -$48.9K -485 -10%
PAS
457
Park Avenue Securities
New York
$461K +$22.4K +222 +5%
CSIC
458
Clifford Swan Investment Counsel
California
$456K
EVM
459
Eaton Vance Management
Massachusetts
$454K
FCA
460
FLC Capital Advisors
California
$447K
MWM
461
Mission Wealth Management
California
$435K -$5.65K -56 -1%
SBSB
462
Sullivan, Bruyette, Speros & Blaney
Virginia
$433K -$72.3K -717 -15%
FC
463
Fulcrum Capital
Washington
$430K +$41K +407 +11%
TA
464
TCG Advisors
Texas
$427K +$222K +2,204 +112%
B
465
Bailard
California
$422K -$14.8K -147 -3%
CFA
466
Carroll Financial Associates
North Carolina
$421K -$10.1K -100 -2%
CAM
467
Covenant Asset Management
New Jersey
$418K
GI
468
GAMCO Investors
Connecticut
$414K
OWD
469
Osborn Williams & Donohoe
Ohio
$413K
AWE
470
Avidian Wealth Enterprises
Texas
$412K -$112K -1,106 -22%
GRP
471
Global Retirement Partners
California
$412K +$18.6K +184 +5%
TCPWM
472
Traverso Chambers Private Wealth Management
California
$411K
BWM
473
Brickley Wealth Management
California
$410K
TH
474
TCTC Holdings
Texas
$410K
EWA
475
Exencial Wealth Advisors
Oklahoma
$408K +$2.02K +20 +0.5%

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.