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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
ACM
551
Armbruster Capital Management
New York
$22K +$21.6K +241 New
AIM
552
Anchor Investment Management
South Carolina
$21.3K
OSNBOA
553
Old Second National Bank of Aurora
Illinois
$21K
HCC
554
Hirtle Callaghan & Co
Pennsylvania
$19K
HT
555
Heritage Trust
Oklahoma
$18K
RFA
556
Reilly Financial Advisors
California
$18K
AIA
557
Armor Investment Advisors
North Carolina
$16K
CHC
558
City Holding Co
West Virginia
$16K
GBBWRPM
559
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K
BA
560
Bristlecone Advisors
Washington
$15K +$14.3K +160 New
FWM
561
Focused Wealth Management
New York
$13K
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$11K
First Manhattan
563
First Manhattan
New York
$11K
CB
564
Community Bank
New York
$10K
HH
565
HWG Holdings
Texas
$9K
ZB
566
Zions Bancorporation
Utah
$6K
IIC
567
Integrated Investment Consultants
Michigan
$5K +$4.48K +50 New
BWL
568
Bogart Wealth LLC
Virginia
$5K +$4.84K +54 New
AFIA
569
America First Investment Advisors
Nebraska
$3K
BWP
570
Baldwin Wealth Partners
Massachusetts
$3K
CCM
571
Cribstone Capital Management
Maine
$3K
CWM
572
Catamount Wealth Management
Connecticut
$2K
SC
573
SouthState Corp
Florida
$1.14K
WPC
574
White Pine Capital
Minnesota
$1.08K
AA
575
Advisory Alpha
Michigan
$1K -$717 -8 -33%

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.