We are live on ! Find out more
SDY icon

State Street SPDR S&P Dividend ETF

439 hedge funds and large institutions have $4.12B invested in State Street SPDR S&P Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 186 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $2.78M

1.04% more ownership

Funds ownership: 32.93%33.96% (+1%)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

5% less capital invested

Capital invested by funds: $4.32B → $4.12B (-$201M)

1% less funds holding

Funds holding: 444439 (-5)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

24% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 186

Holders
439
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
12.26%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
1.26%
New
26
Increased
141
Reduced
186
Closed
27
Calls
$16.5M
Puts
$2.78M
Net Calls
+$13.7M
Net Calls Change
-$901K
Name Holding Trade Value Shares
Change
Change in
Stake
1SB
26
1ST Source Bank
Indiana
$29.8M +$966K +12,831 +3%
BUB
27
BBVA USA Bancshares
Texas
$29.3M -$843K -11,193 -3%
BMM
28
Berkshire Money Management
Massachusetts
$24.6M -$4.15M -55,113 -15%
SC
29
Scotia Capital
Ontario, Canada
$22.1M +$407K +5,402 +2%
SC
30
Stratford Consulting
Texas
$21.2M -$52.3K -695 -0.2%
Ameriprise
31
Ameriprise
Minnesota
$21.2M -$930K -12,357 -4%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$21.2M -$976K -12,972 -4%
MWP
33
MYCIO Wealth Partners
Pennsylvania
$19.5M +$2.26M +30,012 +12%
Goldman Sachs
34
Goldman Sachs
New York
$19.1M -$32.8M -435,779 -62%
MCM
35
MAI Capital Management
Ohio
$19.1M -$469K -6,236 -2%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$18.9M -$1.59M -21,088 -7%
KA
37
Klingman & Associates
New York
$18.7M +$24.1K +320 +0.1%
MGIA
38
Moneta Group Investment Advisors
Missouri
$18.5M +$1.89M +25,079 +11%
MIH
39
Madison Investment Holdings
Wisconsin
$18.1M -$813K -10,804 -4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$18.1M +$16.2M +214,864 +600%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$18M -$725K -9,626 -4%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$17.9M -$501K -6,660 -3%
CIBC Asset Management
43
CIBC Asset Management
Ontario, Canada
$17.6M
M&T Bank
44
M&T Bank
New York
$17.3M -$2.68M -35,618 -13%
FCI
45
Financial Counselors Inc
Kansas
$16.5M -$1.01M -13,414 -6%
ICOA
46
Investment Centers of America
North Dakota
$16.5M +$880K +11,687 +5%
CW
47
Cobiz Wealth
Colorado
$16.3M -$350K -4,655 -2%
PMG
48
ProVise Management Group
Florida
$15.7M +$99.3K +1,319 +0.6%
BC
49
Brinker Capital
Pennsylvania
$14.9M -$6.14M -81,560 -28%
William Blair & Company
50
William Blair & Company
Illinois
$14.3M -$367K -4,875 -2%