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State Street SPDR S&P Dividend ETF

757 hedge funds and large institutions have $7.03B invested in State Street SPDR S&P Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 264 increasing their positions, 255 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 41

42% more call options, than puts

Call options by funds: $9.66M | Put options by funds: $6.78M

11% more capital invested

Capital invested by funds: $6.36B → $7.03B (+$671M)

4% more funds holding

Funds holding: 729757 (+28)

4% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 255

1.4% less ownership

Funds ownership: 39.74%38.33% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 6964 (-5)

Holders
757
Holders Change
+28
Holders Change %
+3.84%
% of All Funds
16.39%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.39%
New
77
Increased
264
Reduced
255
Closed
41
Calls
$9.66M
Puts
$6.78M
Net Calls
+$2.88M
Net Calls Change
-$2.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
776
Hayden Royal
North Carolina
-$342K -3,817 Closed
LA
777
LVW Advisors
New York
-$336K -3,751 Closed
CA
778
Crewe Advisors
Utah
-$304K -3,394 Closed
RT
779
Reliance Trust
Georgia
-$289K -3,229 Closed
BIAS
780
Beacon Investment Advisory Services
New Jersey
-$285K -3,188 Closed
EC
781
Estate Counselors
Wisconsin
-$269K -3,000 Closed
SWM
782
SVA Wealth Management
Wisconsin
-$217K -2,420 Closed
CA
783
Calton & Associates
Florida
-$205K -2,291 Closed
CA
784
Claro Advisors
Massachusetts
-$122K -1,249 Closed
RWA
785
River Wealth Advisors
Pennsylvania
-$96K -1,076 Closed
DWM
786
Doyle Wealth Management
Florida
-$92K -1,028 Closed
AWM
787
Arbor Wealth Management
Florida
-$32K -933 Closed
BCM
788
Brasada Capital Management
Texas
-$82K -920 Closed
FTI
789
Fiduciary Trust International
Massachusetts
-$75K -835 Closed
SIAG
790
Signet Investment Advisory Group
Rhode Island
-$56K -626 Closed
JA
791
JOYN Advisors
Georgia
-$56K -624 Closed
IIM
792
Ipswich Investment Management
Massachusetts
-$54K -600 Closed
PG
793
Patten Group
Tennessee
-$46K -510 Closed
MOS
794
MGO One Seven
Ohio
-$26K -291 Closed
RWA
795
Ropes Wealth Advisors
Massachusetts
-$18K -200 Closed
HS
796
Horan Securities
United States
-$10K -108 Closed
HT
797
Heritage Trust
Oklahoma
-$9K -100 Closed
SFA
798
Spectrum Financial Alliance
Kentucky
-$8K -100 Closed
EWM
799
Endurance Wealth Management
Rhode Island
-$6K -70 Closed

SDY Hedge Fund Activity: Q1 2019 in Review

757 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2019, worth a combined $7.03B — up 11% from $6.36B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SDY positions and 41 closed out — a net gain of 36 holders — while 264 added to existing stakes and 255 trimmed.

The largest buyer was Ameriprise, adding an estimated $54.4M. The largest seller was Bank of America, cutting an estimated $82.6M.

  • 757 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2019, up from 729 in Q4 2018.
  • Funds reported $7.03B of State Street SPDR S&P Dividend ETF stock for Q1 2019, up 11% quarter-over-quarter.
  • 77 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2019 and 41 closed out, a net change of +36 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q1 2019 was Ameriprise, an estimated $54.4M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q1 2019 was Bank of America, an estimated $82.6M sold.

Based on aggregated 13F filings for Q1 2019.