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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
NFP
601
Narus Financial Partners
Utah
$226K
CAG
602
Crestwood Advisors Group
Massachusetts
$224K -$8.07K -80 -4%
BFC
603
Bedel Financial Consulting
Indiana
$224K +$605 +6 +0.3%
SIA
604
SeaBridge Investment Advisors
New Jersey
$223K -$4.03K -40 -2%
AF
605
Allworth Financial
California
$222K +$907 +9 +0.4%
WI
606
Wintrust Investments
Illinois
$221K +$217K +2,150 New
PW
607
Peninsula Wealth
California
$221K +$217K +2,151 New
CF
608
Centaurus Financial
California
$220K +$33.8K +335 +18%
BFA
609
Benedict Financial Advisors
Georgia
$219K -$29.3K -291 -12%
RPG
610
Resource Planning Group
Georgia
$219K -$5.04K -50 -2%
FFG
611
Ford Financial Group
California
$218K +$1.51K +15 +0.7%
BOS
612
Bingham Osborn & Scarborough
California
$217K -$15.8K -157 -7%
PPP
613
Private Portfolio Partners
New Jersey
$216K +$212K +2,102 New
SWMG
614
Signature Wealth Management Group
Georgia
$215K
NIA
615
Northstar Investment Advisors
Colorado
$215K +$3.13K +31 +1%
RC
616
Rinet Company
Massachusetts
$215K +$73.1K +725 New
ASC
617
Atalanta Sosnoff Capital
New York
$214K -$138K -1,370 -40%
DI
618
DFPG Investments
Utah
$213K -$10.8K -107 -5%
SCP
619
Shorepoint Capital Partners
Massachusetts
$212K -$2.17M -21,520 -91%
BWP
620
Bernardo Wealth Planning
Pennsylvania
$212K +$209K +2,072 New
SYBT
621
Stock Yards Bank & Trust
Kentucky
$211K -$13.7K -136 -6%
GG
622
Gofen & Glossberg
Illinois
$211K
PO
623
Private Ocean
California
$210K +$180K +1,789 +713%
VCM
624
Violich Capital Management
California
$209K
RWM
625
Reston Wealth Management
Virginia
$209K +$1.41K +14 +0.7%

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.