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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
PSF
376
Pacific Sun Financial
California
$1.22M +$6.23K +50 +0.5%
CST
377
Charles Schwab Trust
Nevada
$1.21M -$867K -6,957 -41%
IA
378
IFP Advisors
Florida
$1.2M
KOC
379
Koss-Olinger Consulting
Florida
$1.2M +$1.12K +9 +0.1%
GT
380
Glenmede Trust
Pennsylvania
$1.19M +$23.7K +190 +2%
LCM
381
Lynwood Capital Management
Ontario, Canada
$1.19M +$1.25M +10,000 New
RIA
382
Richwood Investment Advisors
Ohio
$1.18M -$37.4K -300 -3%
WF
383
Warner Financial
Maryland
$1.18M +$2.99K +24 +0.2%
HGWM
384
Horst & Graben Wealth Management
Oregon
$1.18M +$21.9K +176 +2%
PAM
385
Palisade Asset Management
Minnesota
$1.17M -$1.25K -10 -0.1%
ASC
386
Atalanta Sosnoff Capital
New York
$1.16M +$136K +1,091 +13%
MWM
387
McNaughton Wealth Management
California
$1.16M +$71.9K +577 +6%
IFG
388
Independent Financial Group
California
$1.15M -$10.6K -85 -0.9%
PIMG
389
Patriot Investment Management Group
Tennessee
$1.14M -$12.3K -99 -1%
Susquehanna International Group
390
Susquehanna International Group
Pennsylvania
$1.14M -$6.28M -50,330 -84%
CIA
391
Compass Ion Advisors
Pennsylvania
$1.13M -$2K -16 -0.2%
DY
392
Dowling & Yahnke
California
$1.11M
OBWP
393
O'Brien Wealth Partners
Massachusetts
$1.11M +$6.23K +50 +0.5%
SA
394
SRH Advisors
Kansas
$1.1M
NFC
395
Northeast Financial Consultants
Connecticut
$1.1M +$7.23K +58 +0.6%
CCA
396
Childress Capital Advisors
Texas
$1.09M +$4.61K +37 +0.4%
LA
397
Legacy Advisors
Pennsylvania
$1.08M
MA
398
MUFG Americas
New York
$1.08M -$82.9K -665 -7%
TA
399
TFG Advisers
Michigan
$1.08M +$70.2K +563 +7%
AA
400
Ancora Advisors
Ohio
$1.08M +$4.61K +37 +0.4%

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.