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State Street SPDR S&P Dividend ETF

569 hedge funds and large institutions have $4.96B invested in State Street SPDR S&P Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $14M | Put options by funds: $4.28M

3% more capital invested

Capital invested by funds: $4.82B → $4.96B (+$140M)

0.81% more ownership

Funds ownership: 30.97%31.78% (+0.81%)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 576569 (-7)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

Holders
569
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
14.19%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
1.2%
New
41
Increased
182
Reduced
217
Closed
43
Calls
$14M
Puts
$4.28M
Net Calls
+$9.72M
Net Calls Change
-$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
FAG
226
Financial Advisory Group
Texas
$1.2M -$277K -3,130 -19%
TCM
227
Tuttle Capital Management
Connecticut
$1.2M +$235K +2,656 +24%
PA
228
Parallel Advisors
California
$1.19M +$205K +2,311 +21%
Manulife (Manufacturers Life Insurance)
229
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17M +$374K +4,224 +47%
TSWM
230
Triangle Securities Wealth Management
North Carolina
$1.15M -$12.3K -139 -1%
AWS
231
AJ Wealth Strategies
New York
$1.15M
CWM
232
Cornerstone Wealth Management
Missouri
$1.14M -$678K -7,646 -37%
KWM
233
Kingsview Wealth Management
Oregon
$1.13M +$136K +1,529 +14%
CL
234
Choreo LLC
Illinois
$1.13M +$3.81K +43 +0.3%
AFP
235
Ausdal Financial Partners
Iowa
$1.13M +$15.2K +171 +1%
OIA
236
OneDigital Investment Advisors
Kansas
$1.12M +$1.12M +12,589 New
SIC
237
Shoker Investment Counsel
Ohio
$1.12M -$20.1K -227 -2%
SC
238
SouthState Corp
Florida
$1.11M +$1.11M +12,520 New
ACI
239
Alpha Cubed Investments
California
$1.11M +$117K +1,323 +12%
BFG
240
Bouchey Financial Group
New York
$1.11M -$14.2K -160 -1%
WAM
241
Wealthspire Advisors (Maryland)
Maryland
$1.1M +$341K +3,850 +45%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$1.1M -$56.9K -642 -5%
DSC
243
Duncker Streett & Co
Missouri
$1.09M +$77.4K +873 +8%
FWP
244
FAS Wealth Partners
Kansas
$1.09M +$76.7K +865 +8%
LIM
245
Loudon Investment Management
New Hampshire
$1.07M -$335K -3,776 -24%
MC
246
Mathes Company
New York
$1.06M
JFA
247
Johanson Financial Advisors
California
$1.06M +$4.96K +56 +0.5%
WPC
248
White Pine Capital
Minnesota
$1.05M
VKH
249
Virtu KCG Holdings
New York
$1.05M +$787K +8,885 +308%
ATC
250
Argent Trust Co
Tennessee
$1.04M

SDY Hedge Fund Activity: Q2 2017 in Review

569 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2017, worth a combined $4.96B — up 2.9% from $4.82B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SDY and 41 opened new positions — a net loss of 2 holders — while 217 trimmed existing stakes and 182 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $90.7M. The largest seller was Morgan Stanley, cutting an estimated $37.3M.

  • 569 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2017, down from 576 in Q1 2017.
  • Funds reported $4.96B of State Street SPDR S&P Dividend ETF stock for Q2 2017, up 2.9% quarter-over-quarter.
  • 41 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2017 and 43 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q2 2017 was LPL Financial, an estimated $90.7M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q2 2017 was Morgan Stanley, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2017.