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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
KTC
76
Kistler-Tiffany Companies
Pennsylvania
$12.6M +$190K +1,888 +2%
Northern Trust
77
Northern Trust
Illinois
$12.5M -$380K -3,768 -3%
WIC
78
Whitegate Investment Counselors
New Hampshire
$12.3M -$91.1K -904 -0.7%
M&T Bank
79
M&T Bank
New York
$12.2M -$204K -2,026 -2%
FMWA
80
Forvis Mazars Wealth Advisors
Missouri
$12.1M +$1.19M +11,843 +11%
FTIOP
81
Fiduciary Trust International of Pennsylvania
Pennsylvania
$12M +$245K +2,432 +2%
PI
82
PFS Investments
Georgia
$11.6M +$536K +5,315 +5%
IWM
83
IHT Wealth Management
Illinois
$11.5M +$3.17M +31,436 +39%
SWP
84
Stratos Wealth Partners
Ohio
$10.8M -$40.3K -400 -0.4%
GWM
85
Geneos Wealth Management
Colorado
$10.7M -$90.5K -898 -0.9%
EWMCB
86
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$10.6M +$167K +1,652 +2%
NB
87
NBT Bank
New York
$10.4M -$1.4M -13,930 -12%
HCP
88
Holt Capital Partners
Texas
$10.2M +$250K +2,477 +3%
HSWM
89
Hubbell Strickland Wealth Management
Louisiana
$10M +$9.83M +97,497 New
Creative Planning
90
Creative Planning
Kansas
$9.65M +$432K +4,284 +5%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$9.46M -$241K -2,386 -3%
FNC
92
First National Corp
Massachusetts
$9.32M +$6.15K +61 +0.1%
State Street
93
State Street
Massachusetts
$9.2M +$283K +2,808 +3%
PV
94
Private Vista
Illinois
$9.16M -$131K -1,297 -1%
CWM
95
Cornerstone Wealth Management
Missouri
$9.13M -$509K -5,049 -5%
TA
96
Tiedemann Advisors
New York
$9.09M +$318K +3,156 +4%
SIA
97
Starfire Investment Advisers
Michigan
$8.99M +$148K +1,466 +2%
RJT
98
Raymond James Trust
Florida
$8.88M +$536K +5,313 +7%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$8.72M +$179K +1,775 +2%
WB
100
WesBanco Bank
West Virginia
$8.62M -$1.02M -10,158 -11%

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.