We are live on ! Find out more
SDY icon

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
M
501
MOTCO
Texas
$106K
UWPG
502
Ullmann Wealth Partners Group
Florida
$100K
ANBT
503
American National Bank & Trust
Texas
$98K
OFS
504
Orrstown Financial Services
Pennsylvania
$98K
TIM
505
Tortoise Investment Management
New York
$96K
UBS AM
506
UBS AM
Illinois
$88.5K +$34K +384 +63%
FMTCOCP
507
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$83.2K
GI
508
Gradient Investments
Minnesota
$79K +$16.3K +184 +26%
NC
509
NewSquare Capital
Pennsylvania
$74K
JFGIW
510
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K -$19.1K -216 -22%
PCTC
511
Perkins Coie Trust Company
Washington
$68K
PFGIA
512
Patriot Financial Group Insurance Agency
Massachusetts
$66K -$5.23K -59 -7%
AIM
513
Advantage Investment Management
Iowa
$66K
DAM
514
Delta Asset Management
Tennessee
$66K
AWMS
515
Advocacy Wealth Management Services
Georgia
$65K
JCM
516
Jacobi Capital Management
Pennsylvania
$65K
MBT
517
Monroe Bank & Trust
Michigan
$64K
AIM
518
Arcadia Investment Management
Michigan
$62K
PG
519
Patten Group
Tennessee
$61K
RCA
520
Rowland Carmichael Advisors
Arizona
$60K
NSB
521
Norway Savings Bank
Maine
$58K
PAI
522
Pittenger & Anderson Inc
Nebraska
$56K
FCMT
523
Founders Capital Management (Texas)
Texas
$54K
MSFP
524
Mark Sheptoff Financial Planning
Connecticut
$53K -$89 -1 -0.2%
NFG
525
Next Financial Group
Texas
$50K -$6.65K -75 -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.