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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
ACP
551
Aveo Capital Partners
Colorado
$602K +$3.74K +30 +0.6%
HI
552
Harbour Investments
Wisconsin
$599K +$629K +5,043 New
GWS
553
Glassman Wealth Services
Virginia
$596K -$53.2K -427 -8%
RWM
554
Ritholtz Wealth Management
New York
$594K +$125 +1 +0%
CAC
555
Certified Advisory Corp
Florida
$594K +$1.87K +15 +0.3%
SC
556
Savant Capital
Illinois
$594K +$24.2K +194 +4%
CC
557
Claybrook Capital
Massachusetts
$593K
BA
558
Baugh & Associates
Georgia
$583K -$14.3K -115 -2%
WS
559
Wedbush Securities
California
$581K +$28.9K +232 +5%
RRA
560
Round Rock Advisors
Connecticut
$580K -$13.7K -110 -2%
MPCG
561
Matrix Private Capital Group
New York
$579K
RA
562
Rodgers & Associates
Pennsylvania
$579K
EWS
563
Evergreen Wealth Solutions
Pennsylvania
$578K +$252K +2,020 +71%
ONB
564
Old National Bancorp
Indiana
$576K +$606K +4,857 New
HH
565
Hilltop Holdings
Texas
$575K -$3.12K -25 -0.5%
SAI
566
Systematic Alpha Investments
New Jersey
$570K
SPP
567
Single Point Partners
Massachusetts
$568K -$2.96M -23,759 -83%
EPWM
568
Essex Private Wealth Management
Massachusetts
$568K -$2.74K -22 -0.5%
LCM
569
Lewis Capital Management
California
$562K
MCCP
570
Mission Creek Capital Partners
California
$560K +$623 +5 +0.1%
PFP
571
Paragon Financial Partners
California
$560K +$1.75K +14 +0.3%
NB
572
Nicolet Bankshares
Wisconsin
$560K +$588K +4,715 New
TC
573
Trilogy Capital
California
$557K -$20.7K -166 -3%
GG
574
Gofen & Glossberg
Illinois
$555K -$12.5K -100 -2%
Toronto Dominion Bank
575
Toronto Dominion Bank
Ontario, Canada
$553K

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.