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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
HCM
451
Howland Capital Management
Massachusetts
$263K
IC
452
Intersect Capital
California
$259K +$254K +2,834 New
WF
453
WealthTrust Fairport
Ohio
$256K -$19.7K -220 -7%
CDH
454
Charles D. Hyman
$253K +$896 +10 +0.4%
MA
455
MUFG Americas
New York
$249K
HCM
456
Hall Capital Management
Rhode Island
$246K
PWM
457
Perigon Wealth Management
California
$246K
FANJ
458
Financial Architects (New Jersey)
New Jersey
$246K +$59.2K +661 +32%
BFIM
459
Beese Fulmer Investment Management
Ohio
$245K
CS
460
Comerica Securities
Michigan
$244K -$4.48K -50 -2%
WSTAM
461
Wilbanks Smith & Thomas Asset Management
Virginia
$244K +$17.7K +198 +8%
BGC
462
Blue Granite Capital
South Carolina
$240K
TCM
463
Tradewinds Capital Management
Washington
$240K
BFA
464
Benedict Financial Advisors
Georgia
$237K -$73.1K -816 -24%
IFAM
465
Institutional & Family Asset Management
Colorado
$237K +$269 +3 +0.1%
HCM
466
HMS Capital Management
Tennessee
$237K +$3.67K +41 +2%
MWAC
467
Mariner Wealth Advisors (Cincinnati)
Ohio
$230K +$226K +2,521 New
GAG
468
GM Advisory Group
New York
$229K -$242K -2,706 -52%
RE
469
RBC Europe
United Kingdom
$229K +$225K +2,507 New
NPF
470
Norris Perne & French
Michigan
$228K
SFWA
471
Summit Financial Wealth Advisors
Louisiana
$222K -$11.6K -130 -5%
NB
472
Nicolet Bankshares
Wisconsin
$220K -$138K -1,542 -39%
RWM
473
RKL Wealth Management
Pennsylvania
$219K +$215K +2,405 New
RCWMU
474
Rothschild & Co Wealth Management (UK)
United Kingdom
$216K -$2.96K -33 -1%
FNT
475
First National Trust
Pennsylvania
$215K

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.