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State Street SPDR S&P Dividend ETF

575 hedge funds and large institutions have $5.09B invested in State Street SPDR S&P Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $3.32M

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

6% more funds holding in top 10

Funds holding in top 10: 4851 (+3)

1% more funds holding

Funds holding: 569575 (+6)

2% more capital invested

Capital invested by funds: $4.96B → $5.09B (+$121M)

0.27% more ownership

Funds ownership: 31.78%32.05% (+0.27%)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 208

Holders
575
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
14.34%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
35
Increased
188
Reduced
208
Closed
24
Calls
$5.6M
Puts
$3.32M
Net Calls
+$2.27M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
226
M Holdings Securities
Oregon
$1.42M -$78.7K -879 -5%
BJL
227
Brighton Jones LLC
Washington
$1.39M +$14.2K +158 +1%
AGM
228
Alpine Global Management
New York
$1.36M +$1.33M +14,844 New
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.35M +$14.2K +159 +1%
DC
230
Davenport & Co
Virginia
$1.33M +$985 +11 +0.1%
AIP
231
Ameritas Investment Partners
Nebraska
$1.32M -$22.6K -252 -2%
PA
232
Parallel Advisors
California
$1.31M +$83.7K +934 +7%
SHWM
233
Smith & Howard Wealth Management
Georgia
$1.3M -$20K -223 -2%
IC
234
InterOcean Capital
Illinois
$1.3M
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$1.21M +$161K +1,800 +16%
FAG
236
Financial Advisory Group
Texas
$1.21M -$26.4K -295 -2%
Manulife (Manufacturers Life Insurance)
237
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.19M -$13.1K -146 -1%
AWS
238
AJ Wealth Strategies
New York
$1.18M
WAM
239
Wealthspire Advisors (Maryland)
Maryland
$1.18M +$44.8K +500 +4%
Wolverine Trading
240
Wolverine Trading
Illinois
$1.17M +$1.15M +12,835 New
TSWM
241
Triangle Securities Wealth Management
North Carolina
$1.16M -$25.4K -284 -2%
AFP
242
Ausdal Financial Partners
Iowa
$1.16M -$2.33K -26 -0.2%
BFG
243
Bouchey Financial Group
New York
$1.14M -$448 -5 -0%
CL
244
Choreo LLC
Illinois
$1.13M -$31.3K -349 -3%
CWM
245
Cornerstone Wealth Management
Missouri
$1.13M -$49.6K -554 -4%
FWP
246
FAS Wealth Partners
Kansas
$1.12M +$3.23K +36 +0.3%
JIC
247
Johnson Investment Counsel
Ohio
$1.09M +$341K +3,805 +46%
MC
248
Mathes Company
New York
$1.09M
OIA
249
OneDigital Investment Advisors
Kansas
$1.09M -$58.9K -658 -5%
BFA
250
Beaumont Financial Advisors
Massachusetts
$1.08M +$29.7K +332 +3%

SDY Hedge Fund Activity: Q3 2017 in Review

575 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2017, worth a combined $5.09B — up 2.4% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SDY positions and 24 closed out — a net gain of 11 holders — while 188 added to existing stakes and 208 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $21.8M. The largest seller was Bank of America, cutting an estimated $45.9M.

  • 575 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2017, up from 569 in Q2 2017.
  • Funds reported $5.09B of State Street SPDR S&P Dividend ETF stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 35 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2017 and 24 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $21.8M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2017 was Bank of America, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2017.