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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
IGWM
351
ICA Group Wealth Management
Colorado
$1.39M +$374 +3 +0%
FFP
352
Forbes Financial Planning
Rhode Island
$1.38M +$594K +4,760 +69%
DCM
353
Donaldson Capital Management
Indiana
$1.38M +$1.12K +9 +0.1%
HC
354
Hourglass Capital
Texas
$1.37M -$162K -1,300 -10%
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$1.37M +$19.2K +154 +1%
CWM
356
Centric Wealth Management
Illinois
$1.35M -$499 -4 -0%
EA
357
Eudaimonia Advisors
Tennessee
$1.34M +$96.6K +775 +7%
HF
358
Halpern Financial
Virginia
$1.34M
BlackRock
359
BlackRock
New York
$1.32M +$303K +2,434 +28%
SS
360
Sunbelt Securities
Texas
$1.32M +$36.9K +296 +3%
TCOV
361
Trust Company of Vermont
Vermont
$1.31M -$3.12K -25 -0.2%
BFEC
362
Benjamin F. Edwards & Company
Missouri
$1.31M +$409K +3,278 +42%
BHWM
363
Bar Harbor Wealth Management
New Hampshire
$1.31M +$459K +3,681 +50%
DWMG
364
DB Wealth Management Group
California
$1.31M -$65.5K -525 -5%
CL
365
Choreo LLC
Illinois
$1.3M -$4.99K -40 -0.4%
Koshinski Asset Management
366
Koshinski Asset Management
Illinois
$1.29M -$8.48K -68 -0.6%
FPGK
367
Financial Partners Group (Kansas)
Kansas
$1.28M
PA
368
Parallel Advisors
California
$1.28M -$1.45M -11,628 -52%
RMAM
369
Raab & Moskowitz Asset Management
New Jersey
$1.27M -$79.1K -634 -6%
IF
370
Intrua Financial
Texas
$1.26M +$35.2K +282 +3%
VWA
371
V Wealth Advisors
Kansas
$1.25M +$53.6K +430 +4%
WFAG
372
Wescott Financial Advisory Group
Pennsylvania
$1.25M -$277K -2,218 -17%
BFC
373
Blue Fin Capital
Rhode Island
$1.24M -$29.6K -237 -2%
TF
374
TIAA FSB
Florida
$1.23M -$172K -1,380 -12%
FA
375
Flagstar Advisors
New York
$1.22M -$89.7K -719 -7%

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.