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State Street SPDR S&P Dividend ETF

757 hedge funds and large institutions have $7.03B invested in State Street SPDR S&P Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 264 increasing their positions, 255 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 41

42% more call options, than puts

Call options by funds: $9.66M | Put options by funds: $6.78M

11% more capital invested

Capital invested by funds: $6.36B → $7.03B (+$671M)

4% more funds holding

Funds holding: 729757 (+28)

4% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 255

1.4% less ownership

Funds ownership: 39.74%38.33% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 6964 (-5)

Holders
757
Holders Change
+28
Holders Change %
+3.84%
% of All Funds
16.39%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.39%
New
77
Increased
264
Reduced
255
Closed
41
Calls
$9.66M
Puts
$6.78M
Net Calls
+$2.88M
Net Calls Change
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
26
Sage Advisory Services
Texas
$41M +$8.68M +90,360 +28%
LW
27
Linscomb Wealth
Texas
$40.8M -$3.95M -41,095 -9%
UCFA
28
United Capital Financial Advisors
Texas
$39.1M -$337K -3,506 -0.9%
BUB
29
BBVA USA Bancshares
Texas
$38.3M +$786K +8,176 +2%
MWP
30
MYCIO Wealth Partners
Pennsylvania
$35.9M -$245K -2,549 -0.7%
SC
31
Stratford Consulting
Texas
$34.6M +$268K +2,784 +0.8%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$33.8M +$1.73M +18,008 +6%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$33.3M +$1.52M +15,784 +5%
FA
34
FDx Advisors
Illinois
$33.1M +$6.78M +70,502 +27%
HNB
35
Huntington National Bank
Ohio
$30.6M
ACI
36
Alpha Cubed Investments
California
$30.5M -$232K -2,418 -0.8%
CW
37
Cobiz Wealth
Colorado
$29M +$901K +9,374 +3%
BAAM
38
Baker Avenue Asset Management
California
$28.5M +$3.9M +40,613 +17%
MCM
39
MAI Capital Management
Ohio
$28.2M -$1.19M -12,391 -4%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$27.6M +$444K +4,622 +2%
SC
41
Scotia Capital
Ontario, Canada
$27.6M +$2.85M +29,685 +12%
BTS
42
BB&T Securities
Virginia
$27.4M -$15.6M -162,153 -37%
CM
43
Churchill Management
California
$27.2M +$26.3M +273,771 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$27.2M +$3.52M +36,636 +15%
CCP
45
Cardan Capital Partners
Colorado
$25.6M -$3.08M -32,086 -11%
AG
46
Advisor Group
Arizona
$24.9M +$2.62M +27,237 +12%
HighTower Advisors
47
HighTower Advisors
Illinois
$22.9M +$2.74M +28,504 +14%
KA
48
Klingman & Associates
New York
$22.7M -$224K -2,334 -1%
BC
49
Brinker Capital
Pennsylvania
$22.5M +$1.04M +10,841 +5%
FCH
50
Freestone Capital Holdings
Washington
$22.2M +$14.1M +146,719 +192%

SDY Hedge Fund Activity: Q1 2019 in Review

757 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2019, worth a combined $7.03B — up 11% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SDY positions and 41 closed out — a net gain of 36 holders — while 264 added to existing stakes and 255 trimmed.

The largest buyer was Ameriprise, adding an estimated $54.4M. The largest seller was Bank of America, cutting an estimated $82.6M.

  • 757 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2019, up from 729 in Q4 2018.
  • Funds reported $7.03B of State Street SPDR S&P Dividend ETF stock for Q1 2019, up 11% quarter-over-quarter.
  • 77 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2019 and 41 closed out, a net change of +36 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q1 2019 was Ameriprise, an estimated $54.4M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q1 2019 was Bank of America, an estimated $82.6M sold.

Based on aggregated 13F filings for Q1 2019.