We are live on ! Find out more
SDY icon

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
SEI Investments
276
SEI Investments
Pennsylvania
$927K +$760K +8,487 +512%
AC
277
Addison Capital
Pennsylvania
$899K +$3.14K +35 +0.4%
RWP
278
RWA Wealth Partners
Massachusetts
$892K -$9.68K -108 -1%
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$884K +$77K +859 +10%
KA
280
Kovack Advisors
Florida
$881K +$75.9K +847 +10%
CBU
281
CIBC Bank USA
Illinois
$876K +$50.6K +565 +6%
RG
282
Rikoon Group
New Mexico
$874K +$18.4K +205 +2%
SSB
283
Sandy Spring Bank
Maryland
$844K -$8.96K -100 -1%
CFMC
284
Curbstone Financial Management Corp
New Hampshire
$837K +$406K +4,534 +98%
NFG
285
Nadler Financial Group
Illinois
$836K -$148K -1,650 -15%
SA
286
SRH Advisors
Kansas
$827K
CAM
287
Crestone Asset Management
Colorado
$825K
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$821K -$305K -3,404 -27%
VC
289
Vicus Capital
Pennsylvania
$810K -$7.88K -88 -1%
TWA
290
TCI Wealth Advisors
Arizona
$809K +$103K +1,149 +15%
RMCM
291
Reynders McVeigh Capital Management
Massachusetts
$803K -$42.6K -475 -5%
FIM
292
Freedom Investment Management
Connecticut
$795K -$143K -1,599 -16%
MMPW
293
Mitchell McLeod Pugh & Williams
Alabama
$781K -$65.4K -730 -8%
BHWM
294
Bar Harbor Wealth Management
New Hampshire
$767K
BFO
295
Boston Family Office
Massachusetts
$758K -$11.6K -130 -2%
DADC
296
D.A. Davidson & Co
Montana
$738K +$356K +3,974 +97%
PFS
297
Prospera Financial Services
Texas
$737K +$47.4K +529 +7%
EDRH
298
Edmond de Rothschild Holding
Switzerland
$733K -$63.8K -712 -8%
SBSB
299
Sullivan, Bruyette, Speros & Blaney
Virginia
$723K -$7.08K -79 -1%
TAM
300
Tocqueville Asset Management
New York
$723K +$896 +10 +0.1%

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.