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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
PFS
276
Prospera Financial Services
Texas
$2.3M -$252K -2,019 -9%
MAWCM
277
Mine & Arao Wealth Creation & Management
California
$2.29M +$172K +1,382 +8%
GPWA
278
Great Point Wealth Advisors
Massachusetts
$2.29M -$31.9K -256 -1%
YWP
279
YorkBridge Wealth Partners
New York
$2.28M +$113K +907 +5%
SWM
280
Scissortail Wealth Management
Oklahoma
$2.28M +$2.2M +17,665 New
SFG
281
StrategIQ Financial Group
Indiana
$2.27M +$23.7K +190 +1%
CBN
282
Cadence Bank NA
Texas
$2.27M +$3.87K +31 +0.2%
BJL
283
Brighton Jones LLC
Washington
$2.25M +$1.37K +11 +0.1%
SWM
284
Spire Wealth Management
Virginia
$2.23M -$446K -3,574 -16%
PWP
285
Principle Wealth Partners
Connecticut
$2.2M
Prudential Financial
286
Prudential Financial
New Jersey
$2.2M +$433K +3,471 +23%
IP
287
Investment Partners
Ohio
$2.12M
HWIS
288
Hancock Whitney Investment Services
Louisiana
$2.11M -$8.23K -66 -0.4%
HCA
289
Harbour Capital Advisors
Virginia
$2.11M -$18.7K -150 -0.8%
OAM
290
Occidental Asset Management
California
$2.1M +$7.61K +61 +0.3%
PFO
291
Pathstone Family Office
New Jersey
$2.09M +$301K +2,417 +16%
AIFAIM
292
American Institute for Advanced Investment Management
Arizona
$2.09M +$117K +942 +6%
BWM
293
Baystate Wealth Management
Massachusetts
$2.08M -$5.36K -43 -0.2%
NCM
294
Narwhal Capital Management
Georgia
$2.07M
FLPIM
295
F.L. Putnam Investment Management
Massachusetts
$2.03M -$109K -878 -5%
KPWS
296
Kestra Private Wealth Services
Texas
$2.02M +$720K +5,777 +51%
HFA
297
High Falls Advisors
New York
$2.01M +$374 +3 +0%
GRP
298
Global Retirement Partners
California
$2.01M +$27.9K +224 +1%
FFN
299
Focus Financial Network
Minnesota
$2.01M -$65.5K -525 -3%
BSW
300
Buckingham Strategic Wealth
Missouri
$2M +$15.3K +123 +0.7%

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.