We are live on ! Find out more
SDY icon

State Street SPDR S&P Dividend ETF

439 hedge funds and large institutions have $4.12B invested in State Street SPDR S&P Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 186 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $2.78M

1.04% more ownership

Funds ownership: 32.93%33.96% (+1%)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

5% less capital invested

Capital invested by funds: $4.32B → $4.12B (-$201M)

1% less funds holding

Funds holding: 444439 (-5)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

24% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 186

Holders
439
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
12.26%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
1.26%
New
26
Increased
141
Reduced
186
Closed
27
Calls
$16.5M
Puts
$2.78M
Net Calls
+$13.7M
Net Calls Change
-$901K
Name Holding Trade Value Shares
Change
Change in
Stake
DC
276
Davenport & Co
Virginia
$448K -$22.6K -300 -5%
Comerica Bank
277
Comerica Bank
Texas
$447K -$470K -6,238 -50%
VC
278
Vicus Capital
Pennsylvania
$443K -$19K -253 -4%
FA
279
FDx Advisors
Illinois
$438K -$836K -11,103 -65%
BHWM
280
Bar Harbor Wealth Management
New Hampshire
$436K +$455K +6,042 New
CFMC
281
Curbstone Financial Management Corp
New Hampshire
$435K
Toronto Dominion Bank
282
Toronto Dominion Bank
Ontario, Canada
$435K +$30.1K +400 +7%
ST
283
Smithfield Trust
Pennsylvania
$426K
CSIC
284
Clifford Swan Investment Counsel
California
$426K +$86.6K +1,150 +24%
JFA
285
JNBA Financial Advisors
Minnesota
$419K -$403K -5,360 -48%
LI
286
LMCG Investments
Massachusetts
$400K
SIA
287
SeaBridge Investment Advisors
New Jersey
$400K
BCA
288
Bray Capital Advisors
Florida
$389K -$4.89K -65 -1%
CCFCSB
289
Cape Cod Five Cents Savings Bank
Massachusetts
$382K
LSA
290
L & S Advisors
California
$378K -$348K -4,627 -47%
BDF
291
Balasa Dinverno & Foltz
$377K
LNWWM
292
Laird Norton Wetherby Wealth Management
California
$377K +$10K +133 +3%
Truist Financial
293
Truist Financial
North Carolina
$374K +$10.9K +145 +3%
CCM
294
Coldstream Capital Management
Washington
$366K -$333K -4,426 -47%
FCH
295
Freestone Capital Holdings
Washington
$365K +$381K +5,063 New
GIA
296
Guyasuta Investment Advisors
Pennsylvania
$362K
HSA
297
HBK Sorce Advisory
Pennsylvania
$359K -$39.3K -522 -9%
BTS
298
BB&T Securities
Virginia
$358K -$14.5M -192,934 -97%
FLPIM
299
F.L. Putnam Investment Management
Massachusetts
$358K -$8.28K -110 -2%
OIA
300
Optimum Investment Advisors
Illinois
$358K +$373K +4,957 New