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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
MCM
26
MAI Capital Management
Ohio
$55.7M +$7.93M +63,559 +16%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$52.4M -$186K -1,490 -0.3%
Goldman Sachs
28
Goldman Sachs
New York
$50.3M +$127K +1,017 +0.2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$47.5M -$12.1M -97,362 -20%
LW
30
Linscomb Wealth
Texas
$47.3M +$79.7K +639 +0.2%
MB
31
Mizuho Bank
Japan
$45.1M +$47.4M +380,000 New
Legacy Financial Group (Iowa)
32
Legacy Financial Group (Iowa)
Iowa
$44.8M +$532K +4,263 +1%
UCFA
33
United Capital Financial Advisors
Texas
$44.6M -$559K -4,486 -1%
BCI
34
Brinker Capital Investments
Pennsylvania
$43.4M -$1.22M -9,820 -3%
MGIA
35
Moneta Group Investment Advisors
Missouri
$43.3M +$2.79M +22,401 +7%
CAN
36
Cetera Advisor Networks
California
$39.1M +$1.24M +9,964 +3%
JP Morgan Chase
37
JP Morgan Chase
New York
$36.5M +$2.13M +17,122 +6%
BFS
38
Bard Financial Services
Connecticut
$34.1M +$3.99K +32 +0%
ODG
39
O'Dell Group
Ohio
$31.6M +$1.08M +8,635 +3%
TPCW
40
TD Private Client Wealth
New York
$30.2M -$4M -32,059 -11%
CAAS
41
Capital Asset Advisory Services
Michigan
$30.1M -$2.45M -19,649 -7%
ERWM
42
Elk River Wealth Management
Colorado
$28.6M +$895K +7,176 +3%
MSA
43
Marino Stram & Associates
Massachusetts
$28.2M +$2.63M +21,082 +10%
3AM
44
3EDGE Asset Management
Florida
$27.8M -$37.7M -302,548 -56%
GLLW
45
Graves Light Lenhart Wealth
Virginia
$27.5M +$118K +944 +0.4%
SC
46
Scotia Capital
Ontario, Canada
$26.5M -$1.05M -8,404 -4%
KA
47
Klingman & Associates
New York
$26.3M -$167K -1,337 -0.6%
KAS
48
Kestra Advisory Services
Texas
$25.6M +$3.98M +31,909 +17%
PAG
49
Private Advisor Group
New Jersey
$25.3M +$4.57M +36,681 +21%
FCH
50
Freestone Capital Holdings
Washington
$24.4M -$4.22M -33,882 -14%

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.