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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
FFBTD
551
First Financial Bank - Trust Division
Ohio
$286K -$8.87K -88 -3%
HC
552
Hourglass Capital
Texas
$285K -$191K -1,890 -40%
PCA
553
Personal Capital Advisors
California
$285K +$56.8K +563 +25%
TI
554
Truepoint Inc
Ohio
$282K
PP
555
Patten & Patten
Tennessee
$281K
W
556
WealthOne
New York
$278K -$14.3K -142 -5%
BP
557
BBR Partners
New York
$277K
HCM
558
Hall Capital Management
Rhode Island
$277K
B
559
Bridgeworth
Alabama
$273K +$1.11K +11 +0.4%
GIM
560
Goelzer Investment Management
Indiana
$273K +$268K +2,660 New
BHB
561
Bank Hapoalim BM
Israel
$272K -$17.6K -175 -6%
WMG
562
WESCAP Management Group
California
$272K
IFAM
563
Institutional & Family Asset Management
Colorado
$271K +$403 +4 +0.2%
FIM
564
Frontier Investment Management
Texas
$271K +$1.61K +16 +0.6%
TCM
565
Tradewinds Capital Management
Washington
$270K
MCP
566
Martin Capital Partners
Oregon
$263K -$2.02K -20 -0.8%
HWM
567
Highwater Wealth Management
Colorado
$259K
MCP
568
Mirador Capital Partners
California
$259K +$255K +2,525 New
PS
569
Portfolio Solutions
Michigan
$257K +$253K +2,506 New
RIA
570
Realta Investment Advisors
Delaware
$256K -$424K -4,204 -63%
CIA
571
Choate Investment Advisors
Massachusetts
$255K -$1.01K -10 -0.4%
SWRP
572
Summit Wealth & Retirement Planning
California
$255K
Verition Fund Management
573
Verition Fund Management
Connecticut
$254K +$250K +2,480 New
EIA
574
Eldridge Investment Advisors
New Hampshire
$251K
BP
575
Broadleaf Partners
Ohio
$251K +$6.05K +60 +3%

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.