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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
CCP
351
Corient Capital Partners
California
$481K
BTIS
352
BB&T Investment Services
North Carolina
$480K +$61.6K +688 +15%
NIA
353
Northstar Investment Advisors
Colorado
$478K +$55.5K +619 +13%
BCA
354
Bray Capital Advisors
Florida
$473K -$9.86K -110 -2%
UBG
355
United Bank (Georgia)
Georgia
$468K +$25.1K +280 +6%
VWA
356
V Wealth Advisors
Kansas
$457K
WEC
357
Winslow Evans & Crocker
Massachusetts
$454K -$238K -2,654 -35%
GIA
358
Guyasuta Investment Advisors
Pennsylvania
$453K -$75.7K -845 -15%
PAM
359
Peak Asset Management
Colorado
$445K
Barclays
360
Barclays
United Kingdom
$443K -$337K -3,764 -44%
AIM
361
Acropolis Investment Management
Missouri
$442K
CWM
362
Calamos Wealth Management
Illinois
$440K
DBT
363
Dubuque Bank & Trust
Iowa
$436K +$229K +2,561 +116%
JG
364
Jefferies Group
New York
$433K +$89.9K +1,003 +27%
PIM
365
Penobscot Investment Management
Massachusetts
$429K +$896 +10 +0.2%
ACP
366
Ashfield Capital Partners
California
$420K
BMM
367
Buffington Mohr McNeal
Idaho
$417K
DK
368
Darrell & King
Virginia
$414K
PWMAG
369
Pinnacle Wealth Management Advisory Group
New Jersey
$413K
BIAS
370
Beacon Investment Advisory Services
New Jersey
$403K +$395K +4,408 New
EAMA
371
EFG Asset Management (Americas)
Florida
$402K -$126K -1,405 -24%
SFG
372
SNS Financial Group
Minnesota
$400K
HSA
373
HBK Sorce Advisory
Pennsylvania
$395K +$985 +11 +0.3%
BA
374
Birinyi Associates
Connecticut
$391K
SS
375
Sunbelt Securities
Texas
$391K +$175K +1,950 +84%

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.