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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
JFA
251
Johanson Financial Advisors
California
$1.07M -$13.8K -154 -1%
DY
252
Dowling & Yahnke
California
$1.07M +$82.9K +925 +9%
ATC
253
Argent Trust Co
Tennessee
$1.07M +$896 +10 +0.1%
DSC
254
Duncker Streett & Co
Missouri
$1.06M -$58.2K -650 -5%
SIC
255
Shoker Investment Counsel
Ohio
$1.06M -$89.9K -1,004 -8%
TF
256
TIAA FSB
Florida
$1.05M +$20.2K +225 +2%
KFA
257
Kays Financial Advisory
Georgia
$1.04M +$154K +1,715 +18%
KeyBank National Association
258
KeyBank National Association
Ohio
$1.04M
BAS
259
Brown Advisory Securities
Maryland
$1.02M -$208K -2,320 -17%
TCM
260
Tufton Capital Management
Maryland
$1.02M +$121K +1,355 +14%
CBN
261
Cadence Bank NA
Texas
$1.02M +$999K +11,152 New
Lido Advisors
262
Lido Advisors
California
$1.02M +$171K +1,904 +21%
SFA
263
Sequoia Financial Advisors
Ohio
$995K +$28.1K +314 +3%
CCA
264
Conservest Capital Advisors
Pennsylvania
$992K -$18K -201 -2%
GEA
265
Glen Eagle Advisors
New Jersey
$984K -$285K -3,180 -23%
BAM
266
Belpointe Asset Management
Nevada
$983K +$964K +10,760 New
Mariner
267
Mariner
Kansas
$961K -$27.5K -307 -3%
TNB
268
Thomasville National Bank
Georgia
$959K
WS
269
Wedbush Securities
California
$956K +$56.1K +626 +6%
FWCM
270
Ferguson Wellman Capital Management
Oregon
$947K +$148K +1,650 +19%
CCM
271
Compton Capital Management
Rhode Island
$944K -$40.3K -450 -4%
CFD
272
Creative Financial Designs
Indiana
$942K +$339K +3,779 +58%
CAL
273
Capital Analysts LLC
Pennsylvania
$941K -$49K -547 -5%
Koshinski Asset Management
274
Koshinski Asset Management
Illinois
$938K -$27.2K -304 -3%
Neuberger Berman Group
275
Neuberger Berman Group
New York
$934K +$11.2K +125 +1%

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.