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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
TIM
651
Tortoise Investment Management
New York
$142K
BC
652
Bartlett & Co
Ohio
$139K -$8.37K -83 -6%
BCWM
653
Bartlett & Co Wealth Management
Ohio
$139K -$8.37K -83 -6%
EWM
654
Elmwood Wealth Management
California
$135K -$13.3K -132 -9%
CG
655
Cutler Group
California
$133K +$131K +1,299 New
VCM
656
Versant Capital Management
Arizona
$132K
EDRH
657
Edmond de Rothschild Holding
Switzerland
$131K
SIM
658
Sonora Investment Management
Arizona
$129K +$80.7K +800 +175%
PFGIA
659
Patriot Financial Group Insurance Agency
Massachusetts
$126K -$31.2K -309 -20%
HDIM
660
Hanson & Doremus Investment Management
Vermont
$120K +$14.3K +142 +14%
SNT
661
Security National Trust
West Virginia
$118K
TWA
662
TCI Wealth Advisors
Arizona
$117K -$618K -6,130 -84%
JFGIW
663
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K
CHC
664
City Holding Co
West Virginia
$115K
BWM
665
BerganKDV Wealth Management
Minnesota
$114K
TL
666
TrueWealth LLC
Georgia
$112K +$504 +5 +0.5%
DAM
667
Delta Asset Management
Tennessee
$106K
JCM
668
Jacobi Capital Management
Pennsylvania
$102K +$10.1K +100 +11%
FMTCOCP
669
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$96K
BBHC
670
Brown Brothers Harriman & Co
New York
$92K
LWM
671
Liberty Wealth Management
California
$92K +$504 +5 +0.6%
AA
672
AlphaMark Advisors
Kentucky
$91K
VCM
673
Vigilant Capital Management
Maine
$86K +$52.7K +523 +165%
PFBT
674
Parkside Financial Bank & Trust
Missouri
$84K
PCTC
675
Perkins Coie Trust Company
Washington
$82K

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.