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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
Susquehanna International Group
426
Susquehanna International Group
Pennsylvania
$279K +$278K +3,142 New
CWM
427
Concentric Wealth Management
California
$278K +$354 +4 +0.1%
TSS
428
Two Sigma Securities
New York
$274K +$273K +3,083 New
RIA
429
Regal Investment Advisors
Michigan
$270K -$80.8K -912 -23%
AL
430
Aspiriant LLC
California
$268K
WF
431
WealthTrust Fairport
Ohio
$268K +$443 +5 +0.2%
HTC
432
Haverford Trust Company
Pennsylvania
$267K -$4.43K -50 -2%
WCG
433
Wall Capital Group
Arizona
$266K -$664K -7,493 -71%
BCP
434
Blue Chip Partners
Michigan
$266K
CA
435
Capital Advantage
California
$266K +$11.2K +126 +4%
MA
436
MCF Advisors
Kentucky
$265K
SHGA
437
Sand Hill Global Advisors
California
$262K
SNT
438
Security National Trust
West Virginia
$258K
SAM
439
Summit Asset Management
Tennessee
$257K
VNA
440
Valley National Advisers
Pennsylvania
$257K +$15.5K +175 +6%
SCA
441
Stonebridge Capital Advisors
Minnesota
$256K -$14.5K -164 -5%
HCM
442
Howland Capital Management
Massachusetts
$256K
SI
443
Stephens Inc
Arkansas
$256K +$255K +2,881 New
CDH
444
Charles D. Hyman
$246K +$245K +2,765 New
CS
445
Comerica Securities
Michigan
$242K -$65.1K -735 -21%
MA
446
MUFG Americas
New York
$242K -$15.8K -178 -6%
HW
447
Hedeker Wealth
Illinois
$241K
PWM
448
Perigon Wealth Management
California
$240K -$1.59K -18 -0.7%
HCM
449
Hall Capital Management
Rhode Island
$240K
BFIM
450
Beese Fulmer Investment Management
Ohio
$239K

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.