We are live on ! Find out more
SDY icon

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
PAI
526
Pittenger & Anderson Inc
Nebraska
$57K
FCMT
527
Founders Capital Management (Texas)
Texas
$56K
MSFP
528
Mark Sheptoff Financial Planning
Connecticut
$55K
AIS
529
Accurate Investment Solutions
Pennsylvania
$52K +$48K +536 +1,449%
VFA
530
Valeo Financial Advisors
Indiana
$52K +$50.6K +565 New
TF
531
Tompkins Financial
New York
$49K
PFBT
532
Parkside Financial Bank & Trust
Missouri
$48K
CPIG
533
Chicago Partners Investment Group
Illinois
$47K +$46.6K +520 New
PRS
534
Pinkerton Retirement Specialists
Idaho
$46K
NIC
535
Northwest Investment Counselors
Oregon
$42K +$41.2K +460 New
SIM
536
Sonora Investment Management
Arizona
$38.4K +$6.9K +77 +22%
LYV
537
Live Your Vision
Pennsylvania
$38K
PCA
538
Peddock Capital Advisors
Massachusetts
$35K
SFPIA
539
Stevens First Principles Investment Advisors
California
$31K -$179 -2 -0.6%
BlackRock
540
BlackRock
New York
$30K -$8.87K -99 -23%
AP
541
Atwood & Palmer
Missouri
$30K
RFWA
542
RPg Family Wealth Advisory
Massachusetts
$27.4K
OC
543
Oakworth Capital
Alabama
$27K
TDC
544
Thompson Davis & Co
Virginia
$27K
AFNAS
545
American Financial Network Advisory Services
California
$27K +$26.3K +294 New
ARMC
546
American Research & Management Company
Massachusetts
$26K
CPA
547
Clear Perspective Advisors
Illinois
$23K -$4.57K -51 -17%
NSIM
548
North Star Investment Management
Illinois
$23K
Schroder Investment Management Group
549
Schroder Investment Management Group
United Kingdom
$23K
MWM
550
MinichMacGregor Wealth Management
New York
$22K

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.