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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
OR
251
Olympiad Research
Connecticut
$2.76M +$366K +2,939 +14%
FTS
252
Fifth Third Securities
Ohio
$2.74M +$2.88M +23,096 New
SQA
253
Simon Quick Advisors
New Jersey
$2.74M -$374K -2,997 -12%
BRWA
254
B. Riley Wealth Advisors
Florida
$2.71M -$557K -4,466 -16%
NEGWA
255
New England Guild Wealth Advisors
Connecticut
$2.67M
LNB
256
Ledyard National Bank
$2.67M -$130K -1,046 -4%
SCA
257
Snowden Capital Advisors
New York
$2.64M +$54.5K +437 +2%
ATC
258
Argent Trust Co
Tennessee
$2.61M
KeyBank National Association
259
KeyBank National Association
Ohio
$2.6M -$24.6K -197 -0.9%
LOIM
260
Liberty One Investment Management
Illinois
$2.57M +$68.5K +549 +3%
LRWA
261
Long Run Wealth Advisors
New York
$2.55M +$192K +1,543 +8%
JIC
262
Johnson Investment Counsel
Ohio
$2.54M -$481K -3,857 -15%
AWM
263
Apollon Wealth Management
South Carolina
$2.54M -$552K -4,426 -17%
SAS
264
Sanford Advisory Services
Michigan
$2.54M +$83.8K +672 +3%
MA
265
Montag & Associates
Georgia
$2.52M +$104K +836 +4%
AWM
266
AE Wealth Management
Kansas
$2.49M -$20.8K -167 -0.8%
BAM
267
Belpointe Asset Management
Nevada
$2.45M +$441K +3,533 +21%
DW
268
Domani Wealth
Pennsylvania
$2.44M +$88.5K +710 +4%
SBH
269
Segall Bryant & Hamill
Illinois
$2.41M +$500K +4,008 +25%
GW
270
GW & Wade
Massachusetts
$2.41M +$255K +2,046 +11%
EIG
271
Ellenbecker Investment Group
Wisconsin
$2.37M -$93.5K -750 -4%
ES
272
Eagle Strategies
New York
$2.37M +$283K +2,268 +13%
USCWA
273
U.S. Capital Wealth Advisors
Texas
$2.35M +$639K +5,121 +35%
AllianceBernstein
274
AllianceBernstein
Tennessee
$2.32M -$37.7K -302 -2%
PP
275
PDS Planning
Ohio
$2.3M +$7.48K +60 +0.3%

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.