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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
JWM
301
Jeppson Wealth Management
California
$1.99M +$2.09M +16,798 New
GWM
302
Geneos Wealth Management
Colorado
$1.98M -$111K -893 -5%
PSP
303
Principal Street Partners
Tennessee
$1.96M +$13.3K +107 +0.7%
LNWWM
304
Laird Norton Wetherby Wealth Management
California
$1.94M -$366K -2,935 -15%
BTWM
305
Baker Tilly Wealth Management
Wisconsin
$1.93M -$500K -4,010 -20%
CAM
306
Cozad Asset Management
Illinois
$1.93M
AWM
307
Aberdeen Wealth Management
Illinois
$1.89M -$19.1K -153 -1%
SIG
308
Stonegate Investment Group
Alabama
$1.88M +$896K +7,187 +83%
TW
309
Transform Wealth
Colorado
$1.85M -$187K -1,500 -9%
CS
310
Comerica Securities
Michigan
$1.84M +$1.03M +8,263 +114%
AF
311
Advisornet Financial
Minnesota
$1.83M +$294K +2,361 +18%
CIC
312
Carnegie Investment Counsel
Ohio
$1.83M
AIA
313
Alera Investment Advisors
Illinois
$1.82M
WPC
314
White Pine Capital
Minnesota
$1.81M
BO
315
Bank OZK
Arkansas
$1.79M -$46K -369 -2%
LIA
316
LS Investment Advisors
Michigan
$1.77M +$249 +2 +0%
AC
317
Abbrea Capital
California
$1.75M +$49.9K +400 +3%
LWAC
318
Laurel Wealth Advisors (California)
California
$1.74M -$10.8K -87 -0.6%
FT
319
Fiduciary Trust
Massachusetts
$1.74M
PA
320
PSI Advisors
Florida
$1.74M -$1.75K -14 -0.1%
APP
321
Avantax Planning Partners
Iowa
$1.72M
ASN
322
Advisory Services Network
Georgia
$1.72M +$286K +2,294 +19%
MSWMA
323
Market Street Wealth Management Advisors
Indiana
$1.69M +$170K +1,361 +11%
CMP
324
Coston McIsaac & Partners
Maine
$1.68M +$1.77M +14,160 New
TFCP
325
Twin Focus Capital Partners
Massachusetts
$1.67M +$4.24K +34 +0.2%

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.