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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
Bank of America
1
Bank of America
North Carolina
$752M +$12.9M +127,680 +2%
Morgan Stanley
2
Morgan Stanley
New York
$543M +$19.8M +196,835 +4%
RJA
3
Raymond James & Associates
Florida
$468M +$20.5M +203,787 +5%
Ameriprise
4
Ameriprise
Minnesota
$355M +$56.3M +558,826 +19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$281M +$12M +119,072 +5%
JP Morgan Chase
6
JP Morgan Chase
New York
$262M -$133M -1,318,752 -34%
UBS Group
7
UBS Group
Switzerland
$247M +$2.14M +21,229 +0.9%
Wells Fargo
8
Wells Fargo
California
$214M -$11.3M -111,925 -5%
JIC
9
Joel Isaacson & Co
New York
$192M +$1.53M +15,218 +0.8%
LPL Financial
10
LPL Financial
California
$170M +$9.31M +92,330 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$169M +$1.73M +17,122 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$132M +$3.78M +37,524 +3%
SB
13
Suntrust Banks
Georgia
$131M -$13.9M -137,727 -10%
CIA
14
Capital Investment Advisors
Georgia
$117M -$2.42M -23,986 -2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$106M -$3.25M -32,240 -3%
Goldman Sachs
16
Goldman Sachs
New York
$102M +$7.06M +70,063 +8%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$83.3M +$4.83M +47,951 +6%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$81.2M -$525K -5,211 -0.7%
DWM
19
Destination Wealth Management
California
$78.8M +$2.18M +21,621 +3%
V
20
Veritable
Delaware
$75.4M +$1.43M +14,212 +2%
MML Investors Services
21
MML Investors Services
Massachusetts
$65.4M -$8.13M -80,597 -11%
1SB
22
1ST Source Bank
Indiana
$64M +$3.76M +37,277 +6%
MGIA
23
Moneta Group Investment Advisors
Missouri
$60.8M +$120K +1,188 +0.2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$52.1M -$1.03M -10,226 -2%
BUB
25
BBVA USA Bancshares
Texas
$42.9M +$358K +3,549 +0.9%

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.