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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
NP
326
NorthRock Partners
Minnesota
$1.66M -$239K -1,917 -12%
SMA
327
Sage Mountain Advisors
Georgia
$1.65M
AIP
328
Almanack Investment Partners
Pennsylvania
$1.65M -$113K -910 -6%
MLFP
329
MPS Loria Financial Planners
Illinois
$1.63M -$11.3K -91 -0.7%
PAM
330
Peak Asset Management
Colorado
$1.6M
BS
331
Boenning & Scattergood
Pennsylvania
$1.56M -$30.5K -245 -2%
Comerica Bank
332
Comerica Bank
Texas
$1.56M +$67.3K +540 +4%
Lido Advisors
333
Lido Advisors
California
$1.54M +$211K +1,690 +15%
ICG
334
InterOcean Capital Group
Tennessee
$1.52M
PFPT
335
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.5M -$136K -1,091 -8%
AC
336
Addison Capital
Pennsylvania
$1.5M -$92.5K -742 -6%
FHB
337
First Hawaiian Bank
Hawaii
$1.5M
ACM
338
Ategra Capital Management
Virginia
$1.48M -$142K -1,139 -8%
IAN
339
Integrated Advisors Network
Texas
$1.47M +$316K +2,537 +26%
MF
340
Meridian Financial
Massachusetts
$1.45M -$125 -1 -0%
RVPG
341
Relative Value Partners Group
$1.45M
AL
342
Aspiriant LLC
California
$1.45M
FMN
343
Financial Management Network
California
$1.44M -$50.1K -402 -3%
BPA
344
Beacon Pointe Advisors
California
$1.43M -$175K -1,404 -10%
BFG
345
Bouchey Financial Group
New York
$1.42M
VA
346
Valmark Advisers
Ohio
$1.41M -$13.6K -109 -0.9%
SFPG
347
Stonebridge Financial Planning Group
Florida
$1.4M -$91.5K -734 -6%
TCM
348
Tufton Capital Management
Maryland
$1.4M -$3.12K -25 -0.2%
PWP
349
Pursue Wealth Partners
California
$1.4M
ANTB
350
AMG National Trust Bank
Colorado
$1.39M -$12.5K -100 -0.9%

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.