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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
HI
701
Hudock Inc
Pennsylvania
$39K +$302 +3 +0.8%
Simplex Trading
702
Simplex Trading
Illinois
$37K +$37.2K +369 New
PAI
703
Pittenger & Anderson Inc
Nebraska
$36K
FCH
704
Freestone Capital Holdings
Washington
$35.4K +$4.2M +41,664 +14%
BCM
705
Bourgeon Capital Management
Connecticut
$35K +$34.9K +346 New
LFG
706
Larson Financial Group
Missouri
$34K +$13K +129 +65%
Kayne Anderson Rudnick Investment Management
707
Kayne Anderson Rudnick Investment Management
California
$33K +$202 +2 +0.6%
GAM
708
Gemmer Asset Management
California
$33K +$32.8K +325 New
M
709
MOTCO
Texas
$32K
OC
710
Oakworth Capital
Alabama
$31K
VRM
711
Vectors Research Management
New York
$31K
AIC
712
Archer Investment Corporation
Indiana
$30K
SWM
713
Selective Wealth Management
Virginia
$30K +$29.9K +297 New
ARMC
714
American Research & Management Company
Massachusetts
$29K
CB
715
CNB Bank
Pennsylvania
$26K
FCB
716
First Command Bank
Texas
$26K +$5.34K +53 +27%
FCFS
717
First Command Financial Services
Texas
$26K +$5.34K +53 +27%
PCA
718
Providence Capital Advisors
North Carolina
$26K +$6.15K +61 +32%
PGAM
719
Princeton Global Asset Management
New Jersey
$26K +$25.2K +250 New
EFSCE
720
Enterprise Financial Services Corp (EFSC)
Missouri
$24K
AIM
721
Anchor Investment Management
South Carolina
$23.9K
GSC
722
G&S Capital
Colorado
$23K
JPLA
723
Joseph P. Lucia & Associates
New York
$23K
ATC
724
Adirondack Trust Company
New York
$22K
AP
725
Atwood & Palmer
Missouri
$21K

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.