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State Street SPDR S&P Dividend ETF

864 hedge funds and large institutions have $6.98B invested in State Street SPDR S&P Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 278 increasing their positions, 284 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 36

25% more capital invested

Capital invested by funds: $5.6B → $6.98B (+$1.38B)

18% more funds holding in top 10

Funds holding in top 10: 4047 (+7)

11% more funds holding

Funds holding: 777864 (+87)

3.59% more ownership

Funds ownership: 37.47%41.06% (+3.6%)

2% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 284

9% less call options, than puts

Call options by funds: $8.01M | Put options by funds: $8.8M

Holders
864
Holders Change
+87
Holders Change %
+11.2%
% of All Funds
15.29%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.83%
New
141
Increased
278
Reduced
284
Closed
36
Calls
$8.01M
Puts
$8.8M
Net Calls
-$789K
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
676
Gradient Investments
Minnesota
$222K
JWCA
677
J.W. Coons Advisors
Ohio
$221K -$344K -3,400 -62%
MP
678
McDonald Partners
Ohio
$221K +$211K +2,083 New
PWG
679
Private Wealth Group
Florida
$221K +$211K +2,083 New
WP
680
WealthSource Partners
California
$221K +$211K +2,088 New
BA
681
Bristlecone Advisors
Washington
$220K -$19.6K -194 -9%
GG
682
Gofen & Glossberg
Illinois
$220K +$210K +2,078 New
ACM
683
Allred Capital Management
Texas
$220K +$211K +2,084 New
HIMC
684
Heritage Investors Management Corp
Maryland
$219K +$210K +2,072 New
EC
685
Estate Counselors
Wisconsin
$217K +$207K +2,050 New
GI
686
GAMCO Investors
Connecticut
$216K -$202K -2,000 -50%
BP
687
Ballentine Partners
Massachusetts
$215K +$205K +2,027 New
SIA
688
SeaBridge Investment Advisors
New Jersey
$213K
PWM
689
Provident Wealth Management
Tennessee
$213K +$6.07K +60 +3%
AA
690
Apriem Advisors
California
$212K +$202K +1,999 New
VWM
691
Venturi Wealth Management
Texas
$212K +$202K +2,000 New
GC
692
Grimes & Company
Massachusetts
$212K +$203K +2,006 New
BC
693
Burney Company
Virginia
$211K +$202K +1,992 New
RWP
694
RWA Wealth Partners
Massachusetts
$210K +$201K +1,983 New
PIMG
695
Patriot Investment Management Group
Tennessee
$207K -$713K -7,050 -78%
EDRH
696
Edmond de Rothschild Holding
Switzerland
$207K +$42.5K +420 +27%
SW
697
StrongBox Wealth
Missouri
$205K -$74.4K -735 -28%
BFIM
698
Beese Fulmer Investment Management
Ohio
$205K +$196K +1,937 New
BFA
699
Beacon Financial Advisory
Ohio
$205K +$196K +1,941 New
EWM
700
Empirical Wealth Management
Washington
$204K -$60.6K -599 -24%

SDY Hedge Fund Activity: Q4 2020 in Review

864 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2020, worth a combined $6.98B — up 25% from $5.6B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new SDY positions and 36 closed out — a net gain of 105 holders — while 278 added to existing stakes and 284 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $149M. The largest seller was Brinker Capital Investments, cutting an estimated $17.7M.

  • 864 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2020, up from 777 in Q3 2020.
  • Funds reported $6.98B of State Street SPDR S&P Dividend ETF stock for Q4 2020, up 25% quarter-over-quarter.
  • 141 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2020 and 36 closed out, a net change of +105 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q4 2020 was SG Americas Securities, an estimated $149M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q4 2020 was Brinker Capital Investments, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2020.