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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
TFA
626
TPG Financial Advisors
Oregon
$208K +$204K +2,027 New
BPCE
627
Bank Pictet & Cie (Europe)
Germany
$205K -$1.2M -11,950 -86%
VWM
628
Venturi Wealth Management
Texas
$205K -$33.3K -330 -14%
MPW
629
MA Private Wealth
California
$205K -$2.12K -21 -1%
EC
630
Estate Counselors
Wisconsin
$205K
LCM
631
LVM Capital Management
Michigan
$203K +$199K +1,978 New
AA
632
Apriem Advisors
California
$202K +$198K +1,966 New
PNC
633
Park National Corp
Ohio
$202K +$199K +1,971 New
BWA
634
Burt Wealth Advisors
Maryland
$201K -$55.9K -554 -22%
PA
635
Paracle Advisors
Washington
$201K +$198K +1,960 New
PL
636
Plancorp LLC
Missouri
$201K +$198K +1,964 New
SIC
637
Salem Investment Counselors
North Carolina
$195K
GWAG
638
Garrett Wealth Advisory Group
Texas
$179K +$175K +1,739 New
POIA
639
Pin Oak Investment Advisors
Texas
$177K
HR
640
Howe & Rusling
New York
$174K +$9.48K +94 +6%
CBT
641
Capital Bank & Trust
California
$171K
SIAS
642
Shine Investment Advisory Services
Colorado
$168K +$706 +7 +0.4%
GI
643
Gradient Investments
Minnesota
$166K -$47K -466 -22%
Bessemer Group
644
Bessemer Group
New Jersey
$166K
HWA
645
Heritage Wealth Advisors
Virginia
$154K
MAU
646
MRA Associates USA
Arizona
$154K
First Manhattan
647
First Manhattan
New York
$152K
BEAM
648
Baker Ellis Asset Management
Washington
$150K
Rockefeller Capital Management
649
Rockefeller Capital Management
New York
$150K +$39.4K +391 +37%
FCA
650
FinTrust Capital Advisors
South Carolina
$149K

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.