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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
CIC
201
Carnegie Investment Counsel
Ohio
$2.65M +$605 +6 +0%
MA
202
Montag & Associates
Georgia
$2.64M +$202K +2,004 +8%
NNP
203
Nachman Norwood & Parrott
South Carolina
$2.56M
WF
204
Welch & Forbes
Massachusetts
$2.54M +$226K +2,246 +10%
PA
205
Parallel Advisors
California
$2.53M +$86.6K +859 +4%
NP
206
NorthRock Partners
Minnesota
$2.41M +$2.37M +23,479 New
LWM
207
Lenox Wealth Management
Ohio
$2.39M +$3.02K +30 +0.1%
MPM
208
Meritage Portfolio Management
Kansas
$2.39M +$539K +5,350 +30%
AIA
209
Alera Investment Advisors
Illinois
$2.39M
PWAC
210
Private Wealth Advisors (California)
California
$2.38M +$262K +2,595 +13%
DAS
211
Dynamic Advisor Solutions
Arizona
$2.32M +$90K +893 +4%
Jane Street
212
Jane Street
New York
$2.32M +$359K +3,562 +19%
TCOV
213
Trust Company of Vermont
Vermont
$2.3M -$21.4K -212 -0.9%
KFA
214
Kays Financial Advisory
Georgia
$2.28M +$192K +1,901 +9%
SW
215
SVB Wealth
Massachusetts
$2.27M +$530K +5,260 +31%
GSWM
216
Golden State Wealth Management
California
$2.27M -$201K -1,996 -8%
CAGAS
217
Capital Advisory Group Advisory Services
Minnesota
$2.26M +$15.1K +150 +0.7%
Millennium Management
218
Millennium Management
New York
$2.25M +$1.48M +14,650 +201%
TPWA
219
TRUE Private Wealth Advisors
Oregon
$2.22M +$419K +4,160 +24%
HCA
220
Harbour Capital Advisors
Virginia
$2.2M
DC
221
Davenport & Co
Virginia
$2.18M
BAM
222
Bruderman Asset Management
New York
$2.17M -$4.29M -42,595 -68%
IA
223
IFG Advisory
Georgia
$2.15M +$2.11M +20,951 New
FSC
224
Full Sail Capital
Oklahoma
$2.12M +$1.39M +13,822 +220%
NCM
225
Narwhal Capital Management
Georgia
$2.12M +$2.08M +20,633 New

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.