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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
BFS
451
Bradley Foster & Sargent
Connecticut
$859K +$118K +948 +15%
BDF
452
Black Diamond Financial
Maryland
$857K
LDB
453
Lee, Danner & Bass
Tennessee
$855K
IRC
454
Investors Research Corp
Georgia
$854K +$342K +2,743 +62%
CRI
455
Colonial River Investments
Virginia
$851K -$98K -786 -10%
TC
456
Telemus Capital
Michigan
$846K
ASFA
457
All Season Financial Advisors
Colorado
$845K -$590K -4,731 -40%
BAS
458
Brown Advisory Securities
Maryland
$845K
EIP
459
Ellis Investment Partners
Pennsylvania
$845K +$998 +8 +0.1%
MHS
460
M Holdings Securities
Oregon
$839K -$519K -4,162 -37%
VAS
461
Vestmark Advisory Solutions
Massachusetts
$837K +$556K +4,462 +172%
WCG
462
Weaver Consulting Group
California
$835K
SCA
463
Sandy Cove Advisors
Massachusetts
$833K +$67.6K +542 +8%
DSC
464
Duncker Streett & Co
Missouri
$831K
IWA
465
Intercontinental Wealth Advisors
Texas
$829K +$42.6K +342 +5%
WAP
466
Wealthcare Advisory Partners
Pennsylvania
$822K +$321K +2,573 +59%
HFS
467
Heritage Financial Services
Massachusetts
$818K
AP
468
Adero Partners
California
$814K
PCIA
469
Prime Capital Investment Advisors
Kansas
$813K -$423K -3,394 -33%
Carson Wealth (CWM LLC)
470
Carson Wealth (CWM LLC)
Nebraska
$810K -$178K -1,428 -17%
PA
471
Pinnacle Associates
New York
$809K -$72.7K -583 -8%
SF
472
Summit Financial
New Jersey
$806K +$362K +2,906 +75%
CAN
473
Claraphi Advisory Network
United States
$805K +$37.5K +301 +5%
SMC
474
Smith, Moore & Co
Missouri
$798K +$14.1K +113 +2%
FHC
475
First Heartland Consultants
Missouri
$796K

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.