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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
LC
501
Lindbrook Capital
California
$724K +$338K +2,713 +80%
LIM
502
Loudon Investment Management
New Hampshire
$723K -$37.4K -300 -5%
CFO
503
Collective Family Office
Pennsylvania
$718K
RMCM
504
Reynders McVeigh Capital Management
Massachusetts
$717K +$31.2K +250 +4%
FWCM
505
Ferguson Wellman Capital Management
Oregon
$716K +$41.1K +330 +6%
KA
506
Kovack Advisors
Florida
$715K +$71.6K +574 +11%
GIA
507
Guyasuta Investment Advisors
Pennsylvania
$715K +$77.2K +619 +11%
NFG
508
Nadler Financial Group
Illinois
$714K -$15.3K -123 -2%
FCFC
509
First Commonwealth Financial Corp
Pennsylvania
$712K
IP
510
Ignite Planners
California
$712K
EWM
511
Empirical Wealth Management
Washington
$711K -$64K -513 -8%
AP
512
Appleton Partners
Massachusetts
$708K -$132K -1,058 -15%
NCM
513
Noesis Capital Mangement
Florida
$704K
GTAM
514
Global Trust Asset Management
Florida
$701K +$217K +1,740 +42%
MPM
515
Meritage Portfolio Management
Kansas
$694K -$23.7K -190 -3%
CW
516
CreativeOne Wealth
Kansas
$692K +$69.1K +554 +10%
GLA
517
Good Life Advisors
Pennsylvania
$689K -$2.74K -22 -0.4%
PP
518
Patron Partners
Texas
$687K +$388K +3,115 +116%
LA
519
LexAurum Advisors
Kansas
$685K +$23.2K +186 +3%
SG
520
StoneX Group
New York
$684K -$148K -1,189 -17%
CWM
521
Calamos Wealth Management
Illinois
$683K
CCG
522
Cypress Capital Group
Florida
$682K
YIA
523
YHB Investment Advisors
Connecticut
$680K +$26.1K +209 +4%
HCM
524
Highview Capital Management
Illinois
$676K +$128K +1,026 +22%
WP
525
WealthSource Partners
California
$675K +$254K +2,038 +56%

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.