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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
BFPW
451
BOK Financial Private Wealth
Colorado
$238K
TCM
452
Tradewinds Capital Management
Washington
$234K +$35.4K +400 +18%
BGC
453
Blue Granite Capital
South Carolina
$234K +$233K +2,627 New
TH
454
Timber Hill
Connecticut
$233K +$233K +2,625 New
NA
455
Nottingham Advisors
New York
$231K -$6.2K -70 -3%
IFAM
456
Institutional & Family Asset Management
Colorado
$230K
SFWA
457
Summit Financial Wealth Advisors
Louisiana
$228K -$3.54K -40 -2%
WP
458
WealthSource Partners
California
$227K +$886 +10 +0.4%
HCM
459
HMS Capital Management
Tennessee
$227K +$1.77K +20 +0.8%
NA
460
NewEdge Advisors
Louisiana
$227K +$227K +2,561 New
IGGA
461
Iron Gate Global Advisors
Utah
$226K +$225K +2,541 New
NPF
462
Norris Perne & French
Michigan
$222K -$18.6K -210 -8%
PFM
463
Peak Financial Management
Massachusetts
$220K -$9.22K -104 -4%
WSTAM
464
Wilbanks Smith & Thomas Asset Management
Virginia
$219K
PFO
465
Pathstone Family Office
New Jersey
$216K
IFWM
466
Institute for Wealth Management
Colorado
$215K +$215K +2,428 New
RCWMU
467
Rothschild & Co Wealth Management (UK)
United Kingdom
$213K
S
468
SignatureFD
Georgia
$211K +$6.65K +75 +3%
ISL
469
Ingalls & Snyder LLC
New York
$210K
PNC
470
Park National Corp
Ohio
$210K
FNT
471
First National Trust
Pennsylvania
$209K
SS
472
Sunbelt Securities
Texas
$208K +$975 +11 +0.5%
PAG
473
Pinnacle Advisory Group
Maryland
$203K -$76.3K -861 -27%
CB
474
Commerce Bank
Missouri
$203K
AA
475
Apriem Advisors
California
$201K +$44.6K +503 +29%

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.