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State Street SPDR S&P Dividend ETF

569 hedge funds and large institutions have $4.96B invested in State Street SPDR S&P Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $14M | Put options by funds: $4.28M

3% more capital invested

Capital invested by funds: $4.82B → $4.96B (+$140M)

0.81% more ownership

Funds ownership: 30.97%31.78% (+0.81%)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 576569 (-7)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

Holders
569
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
14.19%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
1.2%
New
41
Increased
182
Reduced
217
Closed
43
Calls
$14M
Puts
$4.28M
Net Calls
+$9.72M
Net Calls Change
-$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
GAG
351
GM Advisory Group
New York
$463K -$155K -1,744 -25%
Comerica Bank
352
Comerica Bank
Texas
$459K -$2.66K -30 -0.6%
LSA
353
L & S Advisors
California
$458K +$457K +5,158 New
WA
354
WFG Advisors
Texas
$446K +$78.3K +883 +21%
RWM
355
Ritholtz Wealth Management
New York
$444K +$443K +4,995 New
VWA
356
V Wealth Advisors
Kansas
$443K +$144K +1,623 +48%
PAM
357
Peak Asset Management
Colorado
$434K
UBG
358
United Bank (Georgia)
Georgia
$430K +$13.1K +148 +3%
AIM
359
Acropolis Investment Management
Missouri
$430K +$75.4K +851 +21%
CWM
360
Calamos Wealth Management
Illinois
$428K +$22.5K +254 +6%
PIM
361
Penobscot Investment Management
Massachusetts
$416K -$10.6K -120 -2%
PSUF
362
People's United Financial
Connecticut
$413K +$8.86K +100 +2%
CFMC
363
Curbstone Financial Management Corp
New Hampshire
$412K
NIA
364
Northstar Investment Advisors
Colorado
$410K +$55.4K +625 +16%
ACP
365
Ashfield Capital Partners
California
$409K
BTIS
366
BB&T Investment Services
North Carolina
$408K +$67.5K +762 +20%
DK
367
Darrell & King
Virginia
$403K -$11K -124 -3%
PWMAG
368
Pinnacle Wealth Management Advisory Group
New Jersey
$402K +$401K +4,525 New
BMM
369
Buffington Mohr McNeal
Idaho
$398K +$397K +4,483 New
SFG
370
SNS Financial Group
Minnesota
$389K -$31K -350 -7%
HWM
371
Highwater Wealth Management
Colorado
$387K -$75.5K -852 -16%
UR
372
USCA RIA
Texas
$387K +$386K +4,354 New
HSA
373
HBK Sorce Advisory
Pennsylvania
$383K +$13.2K +149 +4%
BA
374
Birinyi Associates
Connecticut
$381K
SC
375
Savant Capital
Illinois
$379K +$118K +1,335 +46%

SDY Hedge Fund Activity: Q2 2017 in Review

569 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2017, worth a combined $4.96B — up 2.9% from $4.82B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SDY and 41 opened new positions — a net loss of 2 holders — while 217 trimmed existing stakes and 182 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $90.7M. The largest seller was Morgan Stanley, cutting an estimated $37.3M.

  • 569 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2017, down from 576 in Q1 2017.
  • Funds reported $4.96B of State Street SPDR S&P Dividend ETF stock for Q2 2017, up 2.9% quarter-over-quarter.
  • 41 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2017 and 43 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q2 2017 was LPL Financial, an estimated $90.7M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q2 2017 was Morgan Stanley, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2017.