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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
SSB
276
Sandy Spring Bank
Maryland
$830K -$32.8K -370 -4%
MMPW
277
Mitchell McLeod Pugh & Williams
Alabama
$826K
RMCM
278
Reynders McVeigh Capital Management
Massachusetts
$824K
1GA
279
1st Global Advisors
Texas
$810K +$20.8K +235 +3%
Lido Advisors
280
Lido Advisors
California
$808K
SA
281
SRH Advisors
Kansas
$804K
CAM
282
Crestone Asset Management
Colorado
$803K
CBU
283
CIBC Bank USA
Illinois
$802K
VC
284
Vicus Capital
Pennsylvania
$796K +$19.5K +220 +3%
FMBTD
285
First Midwest Bank Trust Division
Illinois
$789K +$195K +2,200 +33%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$784K +$6.47K +73 +0.8%
KA
287
Kovack Advisors
Florida
$783K +$103K +1,167 +15%
EDRH
288
Edmond de Rothschild Holding
Switzerland
$777K
FWCM
289
Ferguson Wellman Capital Management
Oregon
$775K -$2.84K -32 -0.4%
Barclays
290
Barclays
United Kingdom
$766K +$44.3K +500 +6%
BFO
291
Boston Family Office
Massachusetts
$749K -$39.9K -450 -5%
BHWM
292
Bar Harbor Wealth Management
New Hampshire
$747K
FPCP
293
Fort Point Capital Partners
California
$745K -$468K -5,281 -39%
JIC
294
Johnson Investment Counsel
Ohio
$727K -$19.9K -225 -3%
SBSB
295
Sullivan, Bruyette, Speros & Blaney
Virginia
$711K -$237K -2,669 -25%
TAM
296
Tocqueville Asset Management
New York
$702K -$26.6K -300 -4%
AA
297
Ancora Advisors
Ohio
$686K -$44.1K -498 -6%
TWA
298
TCI Wealth Advisors
Arizona
$685K +$82.4K +930 +14%
WEC
299
Winslow Evans & Crocker
Massachusetts
$678K -$55.7K -628 -8%
HCM
300
Hengehold Capital Management
Ohio
$674K +$4.43K +50 +0.7%

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.