We are live on ! Find out more
SDY icon

State Street SPDR S&P Dividend ETF

391 hedge funds and large institutions have $4.01B invested in State Street SPDR S&P Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 165 increasing their positions, 129 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $9.38M | Put options by funds: $6.08M

28% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 129

1.11% more ownership

Funds ownership: 29.56%30.67% (+1.1%)

3% more capital invested

Capital invested by funds: $3.88B → $4.01B (+$127M)

2% less funds holding

Funds holding: 398391 (-7)

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

Holders
391
Holders Change
-7
Holders Change %
-1.76%
% of All Funds
11.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
1.25%
New
22
Increased
165
Reduced
129
Closed
25
Calls
$9.38M
Puts
$6.08M
Net Calls
+$3.3M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$34.6M -$2.57M -33,913 -7%
CC
27
Curian Capital
Colorado
$34.5M +$3.11M +40,989 +10%
MB
28
Mizuho Bank
Japan
$30M +$30.4M +400,000 New
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.3M -$3.04M -40,027 -9%
LW
30
Linscomb Wealth
Texas
$29.2M +$741K +9,765 +3%
MG
31
Mather Group
Illinois
$26.8M +$1.83M +24,148 +7%
1SB
32
1ST Source Bank
Indiana
$26.6M +$1.65M +21,698 +7%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$25.2M -$3.87M -50,993 -13%
JP Morgan Chase
34
JP Morgan Chase
New York
$24.7M +$37.1K +489 +0.1%
M&T Bank
35
M&T Bank
New York
$23.7M +$1.89M +24,881 +9%
FCI
36
Financial Counselors Inc
Kansas
$23.4M +$127K +1,668 +0.5%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$23.3M -$386K -5,080 -2%
SC
38
Scotia Capital
Ontario, Canada
$23M +$1.11M +14,634 +5%
BMM
39
Berkshire Money Management
Massachusetts
$22.6M +$8.84M +116,475 +63%
MIH
40
Madison Investment Holdings
Wisconsin
$21.4M +$124K +1,638 +0.6%
SC
41
Stratford Consulting
Texas
$20.3M +$608K +8,005 +3%
HCM
42
Hengehold Capital Management
Ohio
$18.9M +$14.1K +186 +0.1%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$18.2M +$1.62M +21,329 +10%
State Street
44
State Street
Massachusetts
$17.9M +$1.62M +21,349 +10%
CW
45
Cobiz Wealth
Colorado
$17.8M +$355K +4,678 +2%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$17.2M +$2.3M +30,242 +15%
CS
47
Credit Suisse
Switzerland
$16.4M -$145K -1,907 -0.9%
PMG
48
ProVise Management Group
Florida
$15.9M +$57.6K +759 +0.4%
MGIA
49
Moneta Group Investment Advisors
Missouri
$15.6M +$730K +9,622 +5%
CHFS
50
Cobble Hill Financial Services
New Jersey
$15.3M -$1.9M -25,000 -11%