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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
HCM
576
Howland Capital Management
Massachusetts
$251K +$8.07K +80 +3%
PAMG
577
Patton Albertson Miller Group
Tennessee
$250K -$30.2K -300 -11%
MA
578
MCF Advisors
Kentucky
$250K
PCG
579
Private Capital Group
Connecticut
$249K +$38.6K +383 +19%
GTAM
580
Global Trust Asset Management
Florida
$248K
TFGT
581
TS Financial Group (TSFG)
Illinois
$248K
FFA
582
First Foundation Advisors
California
$248K +$30.4K +302 +14%
WSTAM
583
Wilbanks Smith & Thomas Asset Management
Virginia
$245K +$4.74K +47 +2%
BFIM
584
Beese Fulmer Investment Management
Ohio
$245K +$240K +2,384 New
CFG
585
Citizens Financial Group
Rhode Island
$244K
JCM
586
Janney Capital Management
Pennsylvania
$243K -$42.1K -418 -15%
SI
587
Stephens Inc
Arkansas
$242K -$68K -674 -22%
CB
588
Cadence Bank
Mississippi
$242K
GW
589
GW & Wade
Massachusetts
$241K +$403 +4 +0.2%
BONST
590
Bank of Nova Scotia Trust
Ontario, Canada
$240K -$22.8K -226 -9%
RPC
591
Rossmore Private Capital
Connecticut
$240K
WP
592
WealthSource Partners
California
$239K -$35.5K -352 -13%
BMM
593
Buffington Mohr McNeal
Idaho
$238K
RE
594
RBC Europe
United Kingdom
$233K
MWM
595
Merriman Wealth Management
Washington
$231K -$1.31K -13 -0.6%
WPW
596
Waldron Private Wealth
Pennsylvania
$230K
Fisher Asset Management
597
Fisher Asset Management
Washington
$230K +$226K +2,239 New
QCG
598
Quadrant Capital Group
Ohio
$227K
SCA
599
Stonebridge Capital Advisors
Minnesota
$227K +$6.75K +67 +3%
MHIM
600
MacNealy Hoover Investment Management
Ohio
$226K

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.