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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
AMCA
751
Arthur M. Cohen & Associates
Illinois
$1.31K +$8.07K +80 +0.6%
ACA
752
Aptus Capital Advisors
Alabama
$1K +$1.92K +19 New
GT
753
Glenmede Trust
Pennsylvania
$764 -$15K -149 -2%
AIA
754
Arrow Investment Advisors
Maryland
-$12.8M -127,194 Closed
DWA
755
Dorsey Wright & Associates
California
-$3.32M -32,947 Closed
CS
756
Credit Suisse
Switzerland
-$2.29M -22,726 Closed
Susquehanna International Group
757
Susquehanna International Group
Pennsylvania
-$1.91M -18,982 Closed
Koshinski Asset Management
758
Koshinski Asset Management
Illinois
-$1.51M -14,950 Closed
Two Sigma Advisers
759
Two Sigma Advisers
New York
-$1.39M -13,800 Closed
PS
760
Portfolio Strategies
New York
-$1.35M -13,354 Closed
SRSA
761
S.R. Schill & Associates
Washington
-$1.32M -13,113 Closed
GFPC
762
Global Financial Private Capital
Florida
-$1.05M -10,457 Closed
FPFS
763
First Personal Financial Services
North Carolina
-$676K -6,700 Closed
RCAG
764
Rehmann Capital Advisory Group
Michigan
-$613K -6,074 Closed
VSWA
765
Vontobel Swiss Wealth Advisors
Switzerland
-$389K -3,858 Closed
WWM
766
Windsor Wealth Management
Indiana
-$371K -3,667 Closed
FF
767
Friedenthal Financial
New Jersey
-$328K -3,255 Closed
TWM
768
Tolleson Wealth Management
Texas
-$291K -2,889 Closed
APC
769
Aspire Private Capital
North Carolina
-$287K -2,844 Closed
PP
770
Palladium Partners
Virginia
-$278K -2,756 Closed
RMDI
771
R.M. Davis Inc
Maine
-$252K -2,501 Closed
BRWM
772
B. Riley Wealth Management
Tennessee
-$243 -2,411 Closed
MMA
773
Miracle Mile Advisors
California
-$241K -2,389 Closed
GFP
774
Gryphon Financial Partners
Ohio
-$172K -1,705 Closed
BHWM
775
Bay Harbor Wealth Management
Maryland
-$144K -1,424 Closed

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.