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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
SC
376
Savant Capital
Illinois
$390K
ASN
377
Advisory Services Network
Georgia
$388K +$34.7K +387 +10%
UR
378
USCA RIA
Texas
$387K
Cerity Partners
379
Cerity Partners
New York
$383K +$10.6K +118 +3%
FCAG
380
First Capital Advisors Group
New Jersey
$373K
CIA
381
Choate Investment Advisors
Massachusetts
$373K -$8.96K -100 -2%
TH
382
Timber Hill
Connecticut
$369K +$127K +1,419 +54%
LPC
383
Loeb Partners Corp
New York
$365K -$179K -2,000 -33%
TH
384
TCTC Holdings
Texas
$365K
Luther King Capital Management (LKCM)
385
Luther King Capital Management (LKCM)
Texas
$362K -$17.9K -200 -5%
KWMG
386
King Wealth Management Group
Florida
$362K
PWM
387
Patriot Wealth Management
Texas
$360K -$278K -3,106 -44%
LWA
388
Lenox Wealth Advisors
New York
$357K +$350K +3,907 New
CAG
389
Crestwood Advisors Group
Massachusetts
$354K
AWE
390
Avidian Wealth Enterprises
Texas
$350K -$180K -2,009 -34%
CCM
391
Colorado Capital Management
Colorado
$349K
KF
392
Krilogy Financial
Missouri
$348K
RWA
393
Ropes Wealth Advisors
Massachusetts
$348K
TA
394
Tiedemann Advisors
New York
$348K +$370K +4,128 New
BRWA
395
B. Riley Wealth Advisors
Florida
$344K +$717 +8 +0.2%
CAM
396
Covenant Asset Management
New Jersey
$342K
MWM
397
Mission Wealth Management
California
$342K
B
398
Bailard
California
$338K
FAB
399
First American Bank
Illinois
$337K
WAM
400
Watermark Asset Management
California
$335K -$7.26K -81 -2%

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.