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
SFG
326
SevenBridge Financial Group
Pennsylvania
$552K +$1.07K +12 +0.2%
Prudential Financial
327
Prudential Financial
New Jersey
$548K +$26.9K +300 +5%
BP
328
Ballentine Partners
Massachusetts
$547K
SAM
329
Sawgrass Asset Management
Florida
$546K -$26.9K -300 -5%
RWM
330
Ritholtz Wealth Management
New York
$539K +$81.7K +912 +18%
SMC
331
Smith, Moore & Co
Missouri
$539K +$529K +5,901 New
NCM
332
New Capital Management
Texas
$535K
ST
333
Smithfield Trust
Pennsylvania
$535K
PAM
334
Panagora Asset Management
Massachusetts
$533K -$3.05K -34 -0.6%
CCM
335
Canal Capital Management
Virginia
$531K -$1.52K -17 -0.3%
WP
336
WMS Partners
Maryland
$525K -$46.9K -523 -8%
SGAM
337
Steinberg Global Asset Management
Florida
$525K -$37.8K -422 -7%
IAA
338
Ironsides Asset Advisors
North Carolina
$518K +$508K +5,670 New
PWW
339
Pettyjohn Wood & White
Virginia
$516K
VIA
340
Vantage Investment Advisors
Pennsylvania
$513K
HC
341
Hourglass Capital
Texas
$507K
Comerica Bank
342
Comerica Bank
Texas
$505K +$31.1K +347 +7%
BWM
343
BigSur Wealth Management
Florida
$502K
PP
344
Patten & Patten
Tennessee
$499K +$13.4K +150 +3%
RFC
345
Regions Financial Corp
Alabama
$498K -$70.5K -787 -13%
EWM
346
Evercore Wealth Management
New York
$495K
Toronto Dominion Bank
347
Toronto Dominion Bank
Ontario, Canada
$495K
SMFG
348
Sumitomo Mitsui Financial Group
Japan
$486K +$9.14K +102 +2%
ASC
349
Atalanta Sosnoff Capital
New York
$486K +$477K +5,321 New
CCFCSB
350
Cape Cod Five Cents Savings Bank
Massachusetts
$484K

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.