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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
GWMIA
726
Global Wealth Management Investment Advisory
Florida
$21K
QCIG
727
Quad-Cities Investment Group
Iowa
$21K
RCM
728
Rain Capital Management
Oregon
$21K +$21K +208 New
HGWM
729
Harvest Group Wealth Management
Massachusetts
$19K +$14.5K +144 +320%
AA
730
Advisory Alpha
Michigan
$17.4K +$17.6K +175 New
FRA
731
Front Row Advisors
California
$16K
JHCP
732
Jackson Hole Capital Partners
Oklahoma
$13K
WCM
733
Whitener Capital Management
North Carolina
$13K
CPA
734
Capital Planning Advisors
California
$11K +$11.1K +110 New
ANBT
735
American National Bank & Trust
Texas
$10K -$75.6K -750 -88%
HH
736
HWG Holdings
Texas
$10K
IRC
737
Investors Research Corp
Georgia
$10K
MPWT
738
MassMutual Private Wealth & Trust
Connecticut
$10K
PWMG
739
Prestige Wealth Management Group
New Jersey
$10K
SB
740
Strategic Blueprint
Georgia
$10K +$9.48K +94 New
CB
741
Community Bank
New York
$8K -$11.1K -110 -58%
LWANC
742
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K
BWL
743
Bogart Wealth LLC
Virginia
$6K
ME
744
McIlrath & Eck
Washington
$6K
QAM
745
QCI Asset Management
New York
$6K +$5.85K +58 New
AIS
746
Accurate Investment Solutions
Pennsylvania
$4K
UB
747
UMB Bank
Missouri
$3.81K -$582K -5,775 -13%
AFIA
748
America First Investment Advisors
Nebraska
$3K
BAMG
749
Brand Asset Management Group
Missouri
$3K
CCM
750
Cribstone Capital Management
Maine
$3K

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.