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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
BF
51
BOK Financial
Oklahoma
$20.4M +$294K +2,919 +1%
CA
52
Clearstead Advisors
Ohio
$20.2M +$118K +1,166 +0.6%
SPIA
53
Steward Partners Investment Advisory
New York
$19.7M +$1.21M +12,033 +7%
CIBC World Market
54
CIBC World Market
Ontario, Canada
$19.5M -$253K -2,508 -1%
SL
55
Salomon & Ludwin
Virginia
$18.9M -$438K -4,346 -2%
JGIA
56
Jackson Grant Investment Advisers
Connecticut
$18.7M +$35.1K +348 +0.2%
Mariner
57
Mariner
Kansas
$18.7M -$252K -2,498 -1%
PMG
58
ProVise Management Group
Florida
$18.5M -$102K -1,009 -0.6%
Stifel Financial
59
Stifel Financial
Missouri
$18.3M +$987K +9,791 +6%
SAS
60
Sage Advisory Services
Texas
$17.9M +$668K +6,630 +4%
CI
61
CX Institutional
Indiana
$17.7M +$433K +4,291 +3%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$17.3M +$520K +5,159 +3%
CAN
63
Cetera Advisor Networks
California
$16.8M +$1.38M +13,726 +9%
SQA
64
Simon Quick Advisors
New Jersey
$16.8M +$16.5M +163,337 +23,168%
FCI
65
Financial Counselors Inc
Kansas
$16.5M -$1.35M -13,434 -8%
SAMC
66
Spectrum Asset Management (California)
California
$15.9M +$197K +1,954 +1%
MSA
67
Marino Stram & Associates
Massachusetts
$15.7M +$456K +4,521 +3%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$15.5M +$270K +2,682 +2%
WFM
69
Wolff Financial Management
Michigan
$15.4M +$473K +4,691 +3%
FAM
70
Flaharty Asset Management
Florida
$14.4M +$461K +4,577 +3%
CAL
71
Capital Advisors Ltd
Ohio
$14.3M +$714K +7,077 +5%
CFS
72
CRA Financial Services
New Jersey
$13.1M +$511K +5,069 +4%
LNC
73
Lincoln National Corp
Pennsylvania
$12.9M +$1.3M +12,879 +11%
SB
74
Simmons Bank
Arkansas
$12.8M -$139K -1,383 -1%
KIA
75
KCM Investment Advisors
California
$12.7M +$123K +1,221 +1%

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.