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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
BMM
126
Berkshire Money Management
Massachusetts
$5.96M -$98.2K -974 -2%
FAIM
127
Financial Advocates Investment Management
Washington
$5.8M -$101K -998 -2%
SDAM
128
Shulman DeMeo Asset Management
New York
$5.74M +$259K +2,572 +5%
HCIA
129
Hochman Cole Investment Advisors
Illinois
$5.65M +$787K +7,805 +17%
Citadel Advisors
130
Citadel Advisors
Florida
$5.62M +$86.2K +855 +2%
ARG
131
Advisory Resource Group
Oklahoma
$5.46M +$64.2K +637 +1%
FHB
132
First Hawaiian Bank
Hawaii
$5.42M +$589K +5,837 +12%
MIAN
133
Mariner Independent Advisor Network
Kansas
$5.28M +$199K +1,976 +4%
PP
134
PagnatoKarp Partners
Virginia
$5.2M +$4.84K +48 +0.1%
MA
135
MONECO Advisors
Connecticut
$5.14M -$141K -1,396 -3%
FHA
136
Flagship Harbor Advisors
Massachusetts
$5.04M +$7.36K +73 +0.1%
GPWA
137
Great Point Wealth Advisors
Massachusetts
$4.96M -$1.32M -13,059 -21%
PWA
138
Providence Wealth Advisors
Illinois
$4.86M +$67.7K +671 +1%
WTC
139
WhitTier Trust Company
Nevada
$4.85M -$113K -1,125 -2%
BPWA
140
Beacon Pointe Wealth Advisors
California
$4.76M -$32.1K -318 -0.7%
AFG
141
Albion Financial Group
Utah
$4.6M -$4.33K -43 -0.1%
MSWMA
142
Market Street Wealth Management Advisors
Indiana
$4.57M -$315K -3,128 -7%
HCM
143
Hollencrest Capital Management
California
$4.55M
HB
144
Homrich & Berg
Georgia
$4.55M +$410K +4,063 +10%
MSAM
145
Moloney Securities Asset Management
Missouri
$4.54M -$1.83M -18,133 -29%
FHA
146
First Horizon Advisors
Tennessee
$4.54M +$38.1K +378 +0.9%
NA
147
NewEdge Advisors
Louisiana
$4.53M +$88.8K +881 +2%
CI
148
Conning Inc
Connecticut
$4.48M
UBV
149
United Bank (Virginia)
Virginia
$4.45M +$221K +2,190 +5%
FHC
150
First Heartland Consultants
Missouri
$4.42M +$229K +2,274 +6%

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.