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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
PTC
401
Private Trust Company
Ohio
$1.08M +$24.6K +197 +2%
RWA
402
Rainsberger Wealth Advisors
Colorado
$1.07M +$11.2K +90 +1%
AWM
403
Atticus Wealth Management
Florida
$1.07M
ARC
404
Advisor Resource Council
Texas
$1.07M +$866K +6,949 +342%
APA
405
Astoria Portfolio Advisors
New York
$1.06M +$76.3K +612 +7%
SHFA
406
SC&H Financial Advisors
Maryland
$1.05M +$125 +1 +0%
VWM
407
Venturi Wealth Management
Texas
$1.05M +$553K +4,432 +100%
AI
408
Atria Investments
North Carolina
$1.05M +$1.1M +8,857 New
SPA
409
Sentinel Pension Advisors
Massachusetts
$1.04M -$5.49K -44 -0.5%
HNWAG
410
High Net Worth Advisory Group
Florida
$1.04M -$8.35K -67 -0.8%
GEA
411
Glen Eagle Advisors
New Jersey
$1.04M +$182K +1,461 +20%
CAI
412
Capital Advisors Inc
Oklahoma
$1.03M
CGA
413
Crescent Grove Advisors
Illinois
$1.03M
STA
414
Summit Trail Advisors
New York
$1.02M
VCA
415
Verdence Capital Advisors
Maryland
$1.01M +$125 +1 +0%
CCA
416
Conservest Capital Advisors
Pennsylvania
$1.01M +$22.4K +180 +2%
WB
417
West Bancorporation
Iowa
$1M +$167K +1,340 +19%
APIM
418
Agate Pass Investment Management
Washington
$995K
PWG
419
Private Wealth Group
Florida
$994K -$23.4K -188 -2%
WIA
420
World Investment Advisors
California
$992K +$647K +5,188 +195%
RIA
421
Realta Investment Advisors
Delaware
$989K +$14.7K +118 +1%
MC
422
Mathes Company
New York
$973K
PCMC
423
Private Capital Management (Colorado)
Colorado
$973K
SSWG
424
Seven Springs Wealth Group
Tennessee
$972K
JWA
425
JFS Wealth Advisors
Pennsylvania
$967K -$8.73K -70 -0.9%

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.