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State Street SPDR S&P Dividend ETF
SDY

325 hedge funds and large institutions have $3.46B invested in State Street SPDR S&P Dividend ETF in 2013 Q2 according to their latest regulatory filings, with 325 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $6.99M

29.14% more ownership

Funds ownership: 0% → 29.14% (+29%)

Holders
325
Holders Change
+325
Holders Change %
–
% of All Funds
10.6%
Holding in Top 10
38
Holding in Top 10 Change
+38
Holding in Top 10 Change %
% of All Funds
1.24%
New
325
Increased
–
Reduced
–
Closed
–
Calls
$11.2M
Puts
$6.99M
Net Calls
+$4.2M
Net Calls Change
+$4.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
251
Clifford Swan Investment Counsel
California
$285K +$290K +4,300 New
BSB
252
Bangor Savings Bank
Maine
$277K +$282K +4,185 New
RT
253
Reliance Trust
Georgia
$268K +$273K +4,048 New
HCM
254
Harvest Capital Management
New Hampshire
$265K +$269K +4,000 New
SNT
255
Security National Trust
West Virginia
$262K +$266K +3,950 New
OC
256
Oarsman Capital
Wisconsin
$257K +$261K +3,870 New
TNBTD
257
Trustmark National Bank Trust Department
Mississippi
$255K +$260K +3,861 New
FLPIM
258
F.L. Putnam Investment Management
Massachusetts
$254K +$258K +3,830 New
SSI
259
Scott & Selber Inc
Texas
$238K +$242K +3,594 New
Truist Financial
260
Truist Financial
North Carolina
$237K +$241K +3,580 New
BFIM
261
Beese Fulmer Investment Management
Ohio
$232K +$236K +3,500 New
EVM
262
Eaton Vance Management
Massachusetts
$230K +$234K +3,469 New
NL
263
NWAM LLC
Washington
$229K +$232K +3,448 New
HR
264
Howe & Rusling
New York
$227K +$231K +3,425 New
RPGK
265
Retirement Planning Group (Kansas)
Kansas
$225K +$228K +3,389 New
OWD
266
Osborn Williams & Donohoe
Ohio
$219K +$222K +3,300 New
EWA
267
Exencial Wealth Advisors
Oklahoma
$218K +$209K +3,100 New
CFA
268
Carroll Financial Associates
North Carolina
$218K +$222K +3,295 New
LIC
269
Lodestar Investment Counsel
Illinois
$217K +$221K +3,275 New
BB
270
Busey Bank
Illinois
$214K +$218K +3,230 New
CL
271
CPWM LLC
Washington
$214K +$218K +3,235 New
T
272
Thomaspartners
Massachusetts
$213K +$206K +3,066 New
DS
273
DRW Securities
Illinois
$211K +$214K +3,183 New
VA
274
Valmark Advisers
Ohio
$210K +$213K +3,160 New
ACM
275
Antonetti Capital Management
Florida
$204K +$207K +3,075 New
9 10
11
12 13

SDY Hedge Fund Activity: Q2 2013 in Review

325 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2013, worth a combined $3.46B.

Buyers outnumbered sellers: 325 funds opened new SDY positions and 0 closed out — a net gain of 325 holders — while 0 added to existing stakes and 0 trimmed.

  • 325 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.46B of State Street SPDR S&P Dividend ETF stock for Q2 2013.
  • 325 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2013 and 0 closed out, a net change of +325 holders.

Based on aggregated 13F filings for Q2 2013.