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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
WS
476
Wela Strategies
Georgia
$406K -$2.68M -26,604 -87%
OAM
477
Oak Asset Management
California
$403K
DIM
478
Delta Investment Management
California
$403K +$397K +3,937 New
LWA
479
Lenox Wealth Advisors
New York
$401K
SFG
480
SNS Financial Group
Minnesota
$400K
GIA
481
Gladstone Institutional Advisory
Florida
$396K +$5.95K +59 +2%
CIAS
482
Capital Investment Advisory Services
North Carolina
$395K +$20K +198 +5%
SFA
483
Sequoia Financial Advisors
Ohio
$394K +$202 +2 +0.1%
WF
484
WoodTrust Financial
Wisconsin
$393K
BW
485
Bison Wealth
Georgia
$393K +$30.3K +301 +9%
SFS
486
Sowell Financial Services
Arkansas
$393K +$386K +3,830 New
BCA
487
Bray Capital Advisors
Florida
$391K
KWMG
488
King Wealth Management Group
Florida
$390K
SC
489
Sepio Capital
Utah
$390K
EW
490
Evoke Wealth
California
$388K +$382K +3,785 New
WS
491
Wedbush Securities
California
$386K -$504 -5 -0.1%
HA
492
Harfst & Associates
Wyoming
$382K
CL
493
CPWM LLC
Washington
$381K +$1.51K +15 +0.4%
CCP
494
Corient Capital Partners
California
$380K -$39.2K -389 -10%
RWA
495
River Wealth Advisors
Pennsylvania
$377K
SG
496
StoneX Group
New York
$374K +$5.14K +51 +1%
CCM
497
Coldstream Capital Management
Washington
$371K
ACG
498
Allen Capital Group
Nebraska
$364K
PWLP
499
Prio Wealth Limited Partnership
Massachusetts
$364K +$24.2K +240 +7%
IGGA
500
Iron Gate Global Advisors
Utah
$364K +$358K +3,552 New

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.