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State Street SPDR S&P Dividend ETF

1,033 hedge funds and large institutions have $8.62B invested in State Street SPDR S&P Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 397 increasing their positions, 291 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 291

24% more funds holding in top 10

Funds holding in top 10: 4961 (+12)

19% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 62

0.92% more ownership

Funds ownership: 41.07%41.99% (+0.92%)

0% more funds holding

Funds holding: 1,0301,033 (+3)

0% less capital invested

Capital invested by funds: $8.64B → $8.62B (-$22.7M)

42% less call options, than puts

Call options by funds: $9.66M | Put options by funds: $16.7M

Holders
1,033
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
17.4%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
1.03%
New
74
Increased
397
Reduced
291
Closed
62
Calls
$9.66M
Puts
$16.7M
Net Calls
-$7.06M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Analysts LLC
Pennsylvania
$3.21M -$265K -2,122 -7%
VWA
227
Visionary Wealth Advisors
Illinois
$3.2M -$133K -1,067 -4%
MCA
228
MSH Capital Advisors
Arizona
$3.19M +$856K +6,863 +34%
EWA
229
EverSource Wealth Advisors
Alabama
$3.19M +$694K +5,568 +26%
DBIA
230
Dumont & Blake Investment Advisors
New Jersey
$3.14M +$84.7K +679 +3%
JWCA
231
J.W. Cole Advisors
Florida
$3.09M +$24.1K +193 +0.7%
FNBT
232
FineMark National Bank & Trust
Florida
$3.08M -$28.1K -225 -0.9%
NRI
233
NFP Retirement Inc
California
$3.08M +$13K +104 +0.4%
HSBC Holdings
234
HSBC Holdings
United Kingdom
$3.02M
E
235
ETFidea
New York
$3.02M +$71.4K +573 +2%
AMG
236
Asset Management Group
Connecticut
$3M -$44.4K -356 -1%
HWA
237
Hillcrest Wealth Advisors
New Jersey
$2.97M
SYBT
238
Stock Yards Bank & Trust
Kentucky
$2.97M +$2.79M +22,342 +833%
BFPW
239
BOK Financial Private Wealth
Colorado
$2.96M +$38.8K +311 +1%
PBT
240
Pictet Bank & Trust
Bahamas
$2.96M
MA
241
Mutual Advisors
Nebraska
$2.95M +$64.1K +514 +2%
HTC
242
Haverford Trust Company
Pennsylvania
$2.94M -$5.86K -47 -0.2%
CPWA
243
Cerro Pacific Wealth Advisors
California
$2.92M -$189K -1,514 -6%
CT
244
Coastline Trust
Rhode Island
$2.92M +$243K +1,948 +9%
CWM
245
Connecticut Wealth Management
Connecticut
$2.91M -$57.7K -463 -2%
TCA
246
Transcend Capital Advisors
New Jersey
$2.86M +$1.23M +9,889 +70%
WF
247
Welch & Forbes
Massachusetts
$2.84M
TNB
248
Thomasville National Bank
Georgia
$2.83M +$8.73K +70 +0.3%
TWC
249
TD Waterhouse Canada
Ontario, Canada
$2.83M +$260K +2,087 +10%
CAGAS
250
Capital Advisory Group Advisory Services
Minnesota
$2.79M +$62.3K +500 +2%

SDY Hedge Fund Activity: Q2 2022 in Review

1,033 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2022, worth a combined $8.62B — down 0.26% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SDY positions and 62 closed out — a net gain of 12 holders — while 397 added to existing stakes and 291 trimmed.

The largest buyer was Ameriprise, adding an estimated $155M. The largest seller was 3EDGE Asset Management, cutting an estimated $37.7M.

  • 1,033 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2022, up from 1,030 in Q1 2022.
  • Funds reported $8.62B of State Street SPDR S&P Dividend ETF stock for Q2 2022, down 0.26% quarter-over-quarter.
  • 74 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2022 and 62 closed out, a net change of +12 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q2 2022 was Ameriprise, an estimated $155M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q2 2022 was 3EDGE Asset Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q2 2022.