We are live on ! Find out more
SDY icon

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
JG
401
Jefferies Group
New York
$332K +$331K +3,735 New
B
402
Bailard
California
$329K -$798K -9,010 -71%
AAS
403
Annex Advisory Services
Wisconsin
$328K -$36.2K -408 -10%
FAB
404
First American Bank
Illinois
$328K -$16K -180 -5%
EWM
405
Empirical Wealth Management
Washington
$328K +$37.4K +422 +13%
PPA
406
Parametric Portfolio Associates
Washington
$317K -$627K -7,073 -66%
RCAG
407
Rehmann Capital Advisory Group
Michigan
$317K +$1.59K +18 +0.5%
ACP
408
Aveo Capital Partners
Colorado
$316K +$58.3K +658 +23%
FFBTD
409
First Financial Bank - Trust Division
Ohio
$312K -$3.99K -45 -1%
SAM
410
Sequent Asset Management
Texas
$311K -$139K -1,570 -31%
NEPWA
411
New England Private Wealth Advisors
Massachusetts
$310K -$3.63K -41 -1%
TI
412
Truepoint Inc
Ohio
$310K +$306K +3,450 New
EVM
413
Eaton Vance Management
Massachusetts
$309K
BFA
414
Benedict Financial Advisors
Georgia
$307K -$8.15K -92 -3%
SIA
415
SeaBridge Investment Advisors
New Jersey
$304K -$112K -1,259 -27%
BDF
416
Balasa Dinverno & Foltz
$303K -$6.82K -77 -2%
QCG
417
Quadrant Capital Group
Ohio
$301K
CVM
418
Cheviot Value Management
California
$301K +$13.3K +150 +5%
Truist Financial
419
Truist Financial
North Carolina
$297K
CFA
420
Carroll Financial Associates
North Carolina
$293K -$28K -316 -9%
GC
421
Grimes & Company
Massachusetts
$291K
BCP
422
Berkeley Capital Partners
Georgia
$290K -$354 -4 -0.1%
FF
423
Friedenthal Financial
New Jersey
$289K -$4.53M -51,150 -94%
EWA
424
Exencial Wealth Advisors
Oklahoma
$289K -$266 -3 -0.1%
RT
425
Reliance Trust
Georgia
$287K

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.