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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
BCP
426
Berkeley Capital Partners
Georgia
$297K -$1.43K -16 -0.5%
EWA
427
Exencial Wealth Advisors
Oklahoma
$297K
FF
428
Friedenthal Financial
New Jersey
$297K
Simplex Trading
429
Simplex Trading
Illinois
$297K +$292K +3,256 New
SIA
430
SeaBridge Investment Advisors
New Jersey
$295K -$17K -190 -6%
RT
431
Reliance Trust
Georgia
$295K
PPA
432
Parametric Portfolio Associates
Washington
$294K -$30.7K -343 -10%
CB
433
Commerce Bank
Missouri
$293K +$82.8K +924 +40%
PPSG
434
Princeton Portfolio Strategies Group
New Jersey
$290K +$284K +3,171 New
GS
435
Girard Securities
California
$287K -$383K -4,273 -58%
CWM
436
Concentric Wealth Management
California
$286K +$269 +3 +0.1%
ADL
437
Asset Dedication LLC
California
$284K -$250K -2,791 -47%
WAP
438
Wealthcare Advisory Partners
Pennsylvania
$282K +$256K +2,854 +1,204%
RIA
439
Regal Investment Advisors
Michigan
$278K
AL
440
Aspiriant LLC
California
$276K
HTC
441
Haverford Trust Company
Pennsylvania
$275K
BCP
442
Blue Chip Partners
Michigan
$273K
WCG
443
Wall Capital Group
Arizona
$273K
MA
444
MCF Advisors
Kentucky
$272K
SHGA
445
Sand Hill Global Advisors
California
$269K
SAM
446
Summit Asset Management
Tennessee
$267K +$3.23K +36 +1%
SCA
447
Stonebridge Capital Advisors
Minnesota
$267K +$3.58K +40 +1%
HH
448
Hilltop Holdings
Texas
$266K -$597K -6,664 -70%
SNT
449
Security National Trust
West Virginia
$265K
VNA
450
Valley National Advisers
Pennsylvania
$264K

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.