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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
MRWM
476
ML&R Wealth Management
Texas
$795K
KL
477
KWMG LLC
Kansas
$783K -$11.1K -89 -1%
CA
478
Cambridge Advisors
Nebraska
$782K
PPP
479
Private Portfolio Partners
New Jersey
$780K -$15K -120 -2%
Cerity Partners
480
Cerity Partners
New York
$774K +$12.7K +102 +2%
SFG
481
SevenBridge Financial Group
Pennsylvania
$773K +$873 +7 +0.1%
AW
482
ACG Wealth
Georgia
$772K +$9.97K +80 +1%
BB
483
Berkshire Bank
Massachusetts
$768K +$378K +3,029 +88%
BCFS
484
Butensky & Cohen Financial Security
Florida
$768K +$806K +6,468 New
RCAG
485
Rehmann Capital Advisory Group
Michigan
$765K -$16.1K -129 -2%
MWM
486
Mission Wealth Management
California
$762K -$4.36K -35 -0.5%
TNBTD
487
Trustmark National Bank Trust Department
Mississippi
$762K +$43.3K +347 +6%
MWM
488
Marion Wealth Management
Pennsylvania
$759K -$171K -1,369 -18%
CSPIA
489
Cary Street Partners Investment Advisory
Virginia
$758K +$225K +1,806 +39%
HWA
490
HHM Wealth Advisors
Tennessee
$757K -$64.2K -515 -7%
RWA
491
Redmont Wealth Advisors
Illinois
$754K
ECM
492
Evergreen Capital Management
Washington
$753K +$123K +985 +18%
JWBC
493
J.W. Burns & Co
New York
$751K -$2.37K -19 -0.3%
MLA
494
My Legacy Advisors
Oregon
$750K +$39.9K +320 +5%
SIG
495
Spinnaker Investment Group
California
$744K +$782K +6,272 New
GWM
496
Greenhouse Wealth Management
Connecticut
$741K +$2K +16 +0.3%
FPCP
497
Fort Point Capital Partners
California
$738K +$113K +906 +17%
BDFN
498
Bond & Devick Financial Network
Minnesota
$736K +$43.9K +352 +6%
CCP
499
Corient Capital Partners
California
$736K +$498K +3,992 +181%
OHWP
500
Oak Harbor Wealth Partners
North Carolina
$726K -$385K -3,089 -34%

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.