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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
OIA
501
Optimum Investment Advisors
Illinois
$361K +$1.61K +16 +0.5%
BCP
502
Berkeley Capital Partners
Georgia
$359K -$1.11K -11 -0.3%
SDWIA
503
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$359K
PFO
504
Pathstone Family Office
New Jersey
$359K +$107K +1,060 +44%
VAG
505
VisionPoint Advisory Group
Texas
$353K +$87.5K +868 +33%
BDF
506
Balasa Dinverno & Foltz
$350K
VNA
507
Valley National Advisers
Pennsylvania
$350K +$1.01K +10 +0.3%
WIA
508
World Investment Advisors
California
$349K -$11K -109 -3%
KCM
509
Karp Capital Management
California
$347K
HTC
510
Haverford Trust Company
Pennsylvania
$347K +$18.1K +180 +6%
CCT
511
Chemung Canal Trust
New York
$346K
PAS
512
Partnervest Advisory Services
California
$345K +$46.6K +462 +16%
CFB
513
Cullen/Frost Bankers
Texas
$345K +$100K +993 +42%
FANJ
514
Financial Architects (New Jersey)
New Jersey
$344K
S
515
SignatureFD
Georgia
$344K +$30.8K +305 +10%
AWM
516
Avior Wealth Management
Nebraska
$343K +$166K +1,651 +97%
TF
517
TimeScale Financial
Massachusetts
$340K -$11.1K -110 -3%
CA
518
Calton & Associates
Florida
$339K +$124K +1,226 +59%
ST
519
Smithfield Trust
Pennsylvania
$337K
PWP
520
Principle Wealth Partners
Connecticut
$335K -$3.23K -32 -1%
ECM
521
Evergreen Capital Management
Washington
$332K
NAM
522
NTV Asset Management
West Virginia
$328K
H
523
HoyleCohen
California
$324K
F
524
F3Logic
Minnesota
$322K -$62.6K -621 -17%
KF
525
Krilogy Financial
Missouri
$321K

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.