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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
TF
526
Tompkins Financial
New York
$48K
PFBT
527
Parkside Financial Bank & Trust
Missouri
$46K
PRS
528
Pinkerton Retirement Specialists
Idaho
$44K
BlackRock
529
BlackRock
New York
$38K -$31.1K -351 -45%
BBHC
530
Brown Brothers Harriman & Co
New York
$37K
LYV
531
Live Your Vision
Pennsylvania
$37K
PCA
532
Peddock Capital Advisors
Massachusetts
$34K
Thrivent Financial for Lutherans
533
Thrivent Financial for Lutherans
Minnesota
$34K +$11.3K +128 +51%
AF
534
Allworth Financial
California
$33K -$185K -2,093 -85%
SIM
535
Sonora Investment Management
Arizona
$30.5K
SFPIA
536
Stevens First Principles Investment Advisors
California
$30K -$1.24K -14 -4%
AP
537
Atwood & Palmer
Missouri
$29K
OC
538
Oakworth Capital
Alabama
$27K
TDC
539
Thompson Davis & Co
Virginia
$27K
CPA
540
Clear Perspective Advisors
Illinois
$27K +$4.52K +51 +20%
RFWA
541
RPg Family Wealth Advisory
Massachusetts
$26.7K
ARMC
542
American Research & Management Company
Massachusetts
$25K
MWM
543
MinichMacGregor Wealth Management
New York
$22K
NSIM
544
North Star Investment Management
Illinois
$22K
Schroder Investment Management Group
545
Schroder Investment Management Group
United Kingdom
$22K
WAP
546
Wealthcare Advisory Partners
Pennsylvania
$21K -$11.6K -131 -36%
OSNBOA
547
Old Second National Bank of Aurora
Illinois
$21K
AIM
548
Anchor Investment Management
South Carolina
$20.7K
HCC
549
Hirtle Callaghan & Co
Pennsylvania
$18K -$19.3K -218 -52%
RFA
550
Reilly Financial Advisors
California
$18K

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.