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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
AIM
676
Advantage Investment Management
Iowa
$77K
LFG
677
LifePlan Financial Group
Ohio
$77K
CT
678
Clearstead Trust
Maine
$72K
MSFP
679
Mark Sheptoff Financial Planning
Connecticut
$72K
HPC
680
HM Payson & Co
Maine
$70K
FCMT
681
Founders Capital Management (Texas)
Texas
$68K
SFSG
682
Stearns Financial Services Group
North Carolina
$67K -$25.2K -250 -28%
WC
683
Whitnell & Co
Illinois
$67K +$504 +5 +0.8%
VFA
684
Valeo Financial Advisors
Indiana
$65K +$3.23K +32 +5%
FA
685
Financial Advantage
Maryland
$64K +$63.5K +630 New
CLOS
686
Compagnie Lombard Odier SCmA
Switzerland
$60K
MWC
687
MBM Wealth Consultants
Missouri
$59K
AAP
688
Arax Advisory Partners
Colorado
$59K +$302 +3 +0.5%
AM
689
Atwater Malick
Pennsylvania
$58K +$56.9K +564 New
BlackRock
690
BlackRock
New York
$57K
NSB
691
Norway Savings Bank
Maine
$56K
NSIM
692
North Star Investment Management
Illinois
$55K +$53.8K +534 New
PB
693
Pinnacle Bancorp
Nebraska
$53K
RAM
694
Riggs Asset Management
Pennsylvania
$53K
WB
695
Webster Bank
Connecticut
$51K +$50.4K +500 New
TF
696
Tompkins Financial
New York
$47K
TC
697
Truvestments Capital
Florida
$47K
AIM
698
Arcadia Investment Management
Michigan
$46K
FGAM
699
Financial Gravity Asset Management
Texas
$43K -$4.94K -49 -10%
TA
700
Thor Advisors
New York
$43K +$42K +417 New

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.