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
FPCP
301
Fort Point Capital Partners
California
$722K -$42.4K -473 -6%
AA
302
Ancora Advisors
Ohio
$717K +$11.6K +130 +2%
GLA
303
Good Life Advisors
Pennsylvania
$704K +$29.5K +329 +4%
SFSIG
304
San Francisco Sentry Investment Group
California
$702K +$177K +1,972 +34%
HCM
305
Hengehold Capital Management
Ohio
$689K -$3.4K -38 -0.5%
LIM
306
Loudon Investment Management
New Hampshire
$688K -$408K -4,550 -38%
MFBTD
307
MB Financial Bank - Trust Department
Illinois
$654K
CCM
308
Covington Capital Management
California
$652K +$639K +7,134 New
ACP
309
Aveo Capital Partners
Colorado
$643K +$313K +3,492 +98%
FPFS
310
First Personal Financial Services
North Carolina
$639K
SBH
311
Segall Bryant & Hamill
Illinois
$635K +$179 +2 +0%
CSIC
312
Clifford Swan Investment Counsel
California
$619K
DCM
313
Donaldson Capital Management
Indiana
$619K
GWS
314
Glassman Wealth Services
Virginia
$614K
FHC
315
First Heartland Consultants
Missouri
$613K +$44.3K +495 +8%
FMBTD
316
First Midwest Bank Trust Division
Illinois
$610K -$197K -2,200 -25%
KSA
317
Ken Stern & Associates
California
$610K +$22K +246 +4%
AP
318
Appleton Partners
Massachusetts
$606K -$17K -190 -3%
LP
319
LGL Partners
Pennsylvania
$598K -$1.06M -11,813 -64%
LNWWM
320
Laird Norton Wetherby Wealth Management
California
$582K +$10.3K +115 +2%
JWBC
321
J.W. Burns & Co
New York
$581K
PA
322
Pinnacle Associates
New York
$571K +$269 +3 +0%
PTC
323
Private Trust Company
Ohio
$568K -$55.3K -617 -9%
CA
324
Cambridge Advisors
Nebraska
$558K
FLPIM
325
F.L. Putnam Investment Management
Massachusetts
$557K +$546K +6,096 New

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.