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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
AMCA
251
Arthur M. Cohen & Associates
Illinois
$1.03M
BFA
252
Beaumont Financial Advisors
Massachusetts
$1.02M +$35.9K +405 +4%
Mirae Asset Global Investments
253
Mirae Asset Global Investments
South Korea
$1.02M +$526K +5,940 +108%
KeyBank National Association
254
KeyBank National Association
Ohio
$1.01M +$217K +2,446 +27%
TF
255
TIAA FSB
Florida
$1M +$997K +11,251 New
CCA
256
Conservest Capital Advisors
Pennsylvania
$984K -$3.01K -34 -0.3%
CAL
257
Capital Analysts LLC
Pennsylvania
$964K +$798 +9 +0.1%
Mariner
258
Mariner
Kansas
$962K -$321K -3,620 -25%
NFG
259
Nadler Financial Group
Illinois
$960K -$202K -2,280 -17%
CCM
260
Compton Capital Management
Rhode Island
$959K -$6.65K -75 -0.7%
DY
261
Dowling & Yahnke
California
$959K +$443 +5 +0%
Koshinski Asset Management
262
Koshinski Asset Management
Illinois
$940K -$40.1K -453 -4%
SFA
263
Sequoia Financial Advisors
Ohio
$940K
AFG
264
Albion Financial Group
Utah
$938K -$4.96K -56 -0.5%
TNB
265
Thomasville National Bank
Georgia
$934K
FIM
266
Freedom Investment Management
Connecticut
$916K +$188K +2,118 +26%
Neuberger Berman Group
267
Neuberger Berman Group
New York
$898K +$55.8K +630 +7%
TBA
268
Train Babcock Advisors
New York
$886K -$7.98K -90 -0.9%
RWP
269
RWA Wealth Partners
Massachusetts
$877K +$266 +3 +0%
TCM
270
Tufton Capital Management
Maryland
$875K +$93.9K +1,060 +12%
WS
271
Wedbush Securities
California
$875K +$136K +1,533 +18%
AC
272
Addison Capital
Pennsylvania
$872K +$2.39K +27 +0.3%
KFA
273
Kays Financial Advisory
Georgia
$864K +$65.7K +741 +8%
HH
274
Hilltop Holdings
Texas
$852K -$199K -2,251 -19%
RG
275
Rikoon Group
New Mexico
$832K +$4.87K +55 +0.6%

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.