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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
Bessemer Group
526
Bessemer Group
New Jersey
$673K
DT
527
Diversified Trust
Tennessee
$673K +$62.8K +504 +10%
BI
528
Berkeley Inc
Idaho
$672K -$1.65M -13,269 -70%
TCWM
529
Total Clarity Wealth Management
Illinois
$668K +$78.6K +630 +13%
BWM
530
BigSur Wealth Management
Florida
$665K
PWAC
531
Private Wealth Advisors (California)
California
$665K +$125 +1 +0%
PIA
532
Perennial Investment Advisors
California
$662K +$401K +3,217 +136%
FNT
533
First National Trust
Pennsylvania
$660K +$78.4K +629 +13%
SW
534
SlateStone Wealth
Florida
$659K +$692K +5,550 New
BC
535
Burleson & Co
California
$653K
DI
536
Disciplined Investments
Oklahoma
$650K -$10.1K -81 -1%
AA
537
Ashford Advisors
New York
$649K
TFS
538
Thoroughbred Financial Services
Tennessee
$646K +$125 +1 +0%
PWM
539
Perigon Wealth Management
California
$645K +$143K +1,149 +27%
DFA
540
DHJJ Financial Advisors
Illinois
$643K +$6.36K +51 +1%
RA
541
RFG Advisory
Alabama
$643K +$110K +883 +21%
MC
542
Moors & Cabot
Massachusetts
$639K +$15K +120 +2%
MWM
543
Meridian Wealth Management
Kentucky
$638K +$60.1K +482 +10%
CDIA
544
Capital Directions Investment Advisors
Georgia
$637K
JIR
545
James Investment Research
Ohio
$637K +$228K +1,831 +52%
BWM
546
Benchmark Wealth Management
Connecticut
$633K -$112K -899 -14%
Amundi
547
Amundi
France
$624K
JCM
548
Jacobi Capital Management
Pennsylvania
$613K -$12.2K -98 -2%
FIM
549
Freedom Investment Management
Connecticut
$608K -$63K -505 -9%
JWCA
550
J.W. Coons Advisors
Ohio
$603K

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.