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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
Truist Financial
526
Truist Financial
North Carolina
$320K -$504 -5 -0.2%
MAA
527
Matrix Asset Advisors
New York
$319K +$101 +1 +0%
FA
528
Fagan Associates
New York
$319K +$11.8K +117 +4%
CAN
529
Claraphi Advisory Network
United States
$315K +$36.1K +358 +13%
RFN
530
RDA Financial Network
Iowa
$314K +$93.7K +929 +46%
CS
531
Comerica Securities
Michigan
$313K +$308K +3,050 New
PWM
532
Perigon Wealth Management
California
$311K -$3.83K -38 -1%
BCP
533
Blue Chip Partners
Michigan
$311K +$2.12K +21 +0.7%
CAM
534
Cresset Asset Management
Illinois
$311K +$4.03K +40 +1%
RCA
535
Ranch Capital Advisors
Florida
$310K +$305K +3,021 New
HSA
536
HBK Sorce Advisory
Pennsylvania
$309K +$1.21K +12 +0.4%
BPC
537
Banque Pictet & Cie
Switzerland
$308K
PNAA
538
Pictet North America Advisors
Switzerland
$308K
WCG
539
Wall Capital Group
Arizona
$307K
MRC
540
Millburn Ridgefield Corp
New York
$307K +$26.7K +265 +10%
GAG
541
GM Advisory Group
New York
$304K +$1.61K +16 +0.5%
IFWM
542
Institute for Wealth Management
Colorado
$303K
CDH
543
Charles D. Hyman
$299K +$1.31K +13 +0.4%
FT
544
Fiduciary Trust
Massachusetts
$299K +$294K +2,912 New
ACM
545
Allred Capital Management
Texas
$296K -$26.4K -262 -8%
SAM
546
Summit Asset Management
Tennessee
$296K
CCFM
547
Clear Creek Financial Management
Washington
$295K -$26.1K -259 -8%
ZIM
548
Zacks Investment Management
Illinois
$295K +$290K +2,873 New
EWM
549
Empirical Wealth Management
Washington
$293K -$134K -1,332 -32%
GC
550
Grimes & Company
Massachusetts
$289K +$10.1K +100 +4%

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.