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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
HS
501
Horan Securities
United States
$119K -$7.44K -83 -6%
EWM
502
Endurance Wealth Management
Rhode Island
$113K
SIAS
503
Shine Investment Advisory Services
Colorado
$112K -$41K -458 -27%
RAM
504
Riggs Asset Management
Pennsylvania
$112K
GRP
505
Global Retirement Partners
California
$110K
M
506
MOTCO
Texas
$109K
AIM
507
Arcadia Investment Management
Michigan
$106K +$40.6K +453 +64%
ANBT
508
American National Bank & Trust
Texas
$100K
OFS
509
Orrstown Financial Services
Pennsylvania
$100K
TIM
510
Tortoise Investment Management
New York
$99K
CHP
511
Cable Hill Partners
Oregon
$98K +$91.1K +1,017 +1,724%
BONST
512
Bank of Nova Scotia Trust
Ontario, Canada
$98K +$95.9K +1,070 New
BBHC
513
Brown Brothers Harriman & Co
New York
$93K +$53.1K +593 +141%
FMTCOCP
514
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$85.5K
JCM
515
Jacobi Capital Management
Pennsylvania
$82K +$14.3K +160 +22%
UBS AM
516
UBS AM
Illinois
$79.7K -$11K -123 -12%
DAM
517
Delta Asset Management
Tennessee
$79K +$10.6K +118 +16%
NC
518
NewSquare Capital
Pennsylvania
$76K
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$76K +$4.03K +45 +6%
PCTC
520
Perkins Coie Trust Company
Washington
$70K
PFGIA
521
Patriot Financial Group Insurance Agency
Massachusetts
$69K +$269 +3 +0.4%
AIM
522
Advantage Investment Management
Iowa
$68K
PG
523
Patten Group
Tennessee
$62K
RCA
524
Rowland Carmichael Advisors
Arizona
$61K
NSB
525
Norway Savings Bank
Maine
$59K

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.