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State Street SPDR S&P Dividend ETF

575 hedge funds and large institutions have $5.09B invested in State Street SPDR S&P Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $3.32M

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

6% more funds holding in top 10

Funds holding in top 10: 4851 (+3)

1% more funds holding

Funds holding: 569575 (+6)

2% more capital invested

Capital invested by funds: $4.96B → $5.09B (+$121M)

0.27% more ownership

Funds ownership: 31.78%32.05% (+0.27%)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 208

Holders
575
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
14.34%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
35
Increased
188
Reduced
208
Closed
24
Calls
$5.6M
Puts
$3.32M
Net Calls
+$2.27M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
476
Ingalls & Snyder LLC
New York
$215K
B
477
BancorpSouth
Mississippi
$215K +$211K +2,358 New
PNC
478
Park National Corp
Ohio
$212K -$3.76K -42 -2%
VA
479
Valmark Advisers
Ohio
$212K +$6.72K +75 +3%
SI
480
Stephens Inc
Arkansas
$211K -$50.7K -566 -20%
S
481
SignatureFD
Georgia
$210K -$6.72K -75 -3%
GW
482
GW & Wade
Massachusetts
$206K
NA
483
Nottingham Advisors
New York
$205K -$31.4K -350 -13%
WPW
484
Waldron Private Wealth
Pennsylvania
$205K +$201K +2,245 New
WP
485
WealthSource Partners
California
$204K -$28.9K -323 -13%
NFP
486
Narus Financial Partners
Utah
$201K +$197K +2,200 New
NFG
487
Next Financial Group
Texas
$186K +$129K +1,441 +255%
CDIA
488
Capital Directions Investment Advisors
Georgia
$183K
Thrivent Financial for Lutherans
489
Thrivent Financial for Lutherans
Minnesota
$182K +$144K +1,611 +423%
IDBONY
490
Israel Discount Bank of New York
New York
$171K
HIIFS
491
Harel Insurance Investments & Financial Services
Israel
$164K
BC
492
Bartlett & Co
Ohio
$157K +$19.1K +213 +14%
FNB
493
Farmers National Bank
Kentucky
$155K -$4.48K -50 -3%
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
$149K
BWA
495
BDO Wealth Advisors
Florida
$144K +$17.9K +200 +15%
BWA
496
Burt Wealth Advisors
Maryland
$142K
HDIM
497
Hanson & Doremus Investment Management
Vermont
$140K
BEAM
498
Baker Ellis Asset Management
Washington
$133K
AWMS
499
Advocacy Wealth Management Services
Georgia
$130K +$65.2K +728 +100%
AA
500
AlphaMark Advisors
Kentucky
$124K

SDY Hedge Fund Activity: Q3 2017 in Review

575 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2017, worth a combined $5.09B — up 2.4% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SDY positions and 24 closed out — a net gain of 11 holders — while 188 added to existing stakes and 208 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $21.8M. The largest seller was Bank of America, cutting an estimated $45.9M.

  • 575 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2017, up from 569 in Q2 2017.
  • Funds reported $5.09B of State Street SPDR S&P Dividend ETF stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 35 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2017 and 24 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $21.8M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2017 was Bank of America, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2017.