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State Street SPDR S&P Dividend ETF

569 hedge funds and large institutions have $4.96B invested in State Street SPDR S&P Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $14M | Put options by funds: $4.28M

3% more capital invested

Capital invested by funds: $4.82B → $4.96B (+$140M)

0.81% more ownership

Funds ownership: 30.97%31.78% (+0.81%)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 576569 (-7)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

Holders
569
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
14.19%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
1.2%
New
41
Increased
182
Reduced
217
Closed
43
Calls
$14M
Puts
$4.28M
Net Calls
+$9.72M
Net Calls Change
-$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMC
476
Heritage Investors Management Corp
Maryland
$201K +$201K +2,264 New
VA
477
Valmark Advisers
Ohio
$200K +$199K +2,248 New
FSA
478
Financial Sense Advisors
California
$200K +$199K +2,250 New
GW
479
GW & Wade
Massachusetts
$200K +$200K +2,255 New
DBT
480
Dubuque Bank & Trust
Iowa
$196K -$151K -1,702 -44%
FANJ
481
Financial Architects (New Jersey)
New Jersey
$181K +$8.86K +100 +5%
CDIA
482
Capital Directions Investment Advisors
Georgia
$178K +$177K +2,000 New
SG Americas Securities
483
SG Americas Securities
New York
$171K -$604K -6,814 -78%
IDBONY
484
Israel Discount Bank of New York
New York
$167K
HIIFS
485
Harel Insurance Investments & Financial Services
Israel
$160K
FNB
486
Farmers National Bank
Kentucky
$156K -$13.3K -150 -8%
SIAS
487
Shine Investment Advisory Services
Colorado
$150K +$149K +1,686 New
SEI Investments
488
SEI Investments
Pennsylvania
$147K +$67.2K +758 +84%
EFSCE
489
Enterprise Financial Services Corp (EFSC)
Missouri
$145K -$6.56K -74 -4%
BWA
490
Burt Wealth Advisors
Maryland
$138K
HDIM
491
Hanson & Doremus Investment Management
Vermont
$136K
BC
492
Bartlett & Co
Ohio
$134K
BEAM
493
Baker Ellis Asset Management
Washington
$130K
BWA
494
BDO Wealth Advisors
Florida
$122K +$122K +1,375 New
AA
495
AlphaMark Advisors
Kentucky
$121K
HS
496
Horan Securities
United States
$121K
WG
497
Welch Group
Alabama
$115K +$115K +1,294 New
EWM
498
Endurance Wealth Management
Rhode Island
$110K
RAM
499
Riggs Asset Management
Pennsylvania
$109K -$14.2K -160 -12%
GRP
500
Global Retirement Partners
California
$107K +$11.9K +134 +12%

SDY Hedge Fund Activity: Q2 2017 in Review

569 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2017, worth a combined $4.96B — up 2.9% from $4.82B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SDY and 41 opened new positions — a net loss of 2 holders — while 217 trimmed existing stakes and 182 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $90.7M. The largest seller was Morgan Stanley, cutting an estimated $37.3M.

  • 569 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2017, down from 576 in Q1 2017.
  • Funds reported $4.96B of State Street SPDR S&P Dividend ETF stock for Q2 2017, up 2.9% quarter-over-quarter.
  • 41 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2017 and 43 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q2 2017 was LPL Financial, an estimated $90.7M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q2 2017 was Morgan Stanley, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2017.