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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
EC
401
Estate Counselors
Wisconsin
$324K -$44.8K -500 -12%
PWLP
402
Prio Wealth Limited Partnership
Massachusetts
$324K -$17.9K -200 -5%
WHG
403
Westwood Holdings Group
Texas
$323K +$317K +3,540 New
FFBTD
404
First Financial Bank - Trust Division
Ohio
$321K
CCM
405
Coldstream Capital Management
Washington
$320K -$37.1K -414 -11%
SAM
406
Sequent Asset Management
Texas
$319K
NEPWA
407
New England Private Wealth Advisors
Massachusetts
$318K +$448 +5 +0.1%
BHB
408
Bank Hapoalim BM
Israel
$317K -$69.7K -778 -18%
EVM
409
Eaton Vance Management
Massachusetts
$317K
CA
410
Capital Advantage
California
$317K +$42.5K +474 +16%
AAS
411
Annex Advisory Services
Wisconsin
$313K -$24K -268 -7%
HWM
412
Highwater Wealth Management
Colorado
$312K -$83.7K -934 -21%
BDF
413
Balasa Dinverno & Foltz
$311K
OIA
414
Optimum Investment Advisors
Illinois
$310K -$61.5K -687 -17%
CVM
415
Cheviot Value Management
California
$310K
QCG
416
Quadrant Capital Group
Ohio
$310K
TI
417
Truepoint Inc
Ohio
$308K -$7.35K -82 -2%
CCT
418
Chemung Canal Trust
New York
$308K +$302K +3,370 New
RCAG
419
Rehmann Capital Advisory Group
Michigan
$307K -$18K -201 -6%
WI
420
Wintrust Investments
Illinois
$306K -$53.8K -600 -15%
Truist Financial
421
Truist Financial
North Carolina
$306K
CFA
422
Carroll Financial Associates
North Carolina
$304K +$269 +3 +0.1%
AWA
423
Arete Wealth Advisors
Illinois
$302K -$48.6K -543 -14%
GC
424
Grimes & Company
Massachusetts
$299K
EWM
425
Empirical Wealth Management
Washington
$298K -$37.8K -422 -11%

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.