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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
FPA
576
Fieldpoint Private Advisors
New York
-$1.63M -18,450 Closed
WIC
577
Woodmont Investment Counsel
Tennessee
-$1.52M -17,818 Closed
ASC
578
Atalanta Sosnoff Capital
New York
-$1.22M -13,785 Closed
RVPG
579
Relative Value Partners Group
-$1.18M -13,382 Closed
Wolverine Trading
580
Wolverine Trading
Illinois
-$1.15M -13,008 Closed
VEA
581
Virtus ETF Advisers
New York
-$956K -10,844 Closed
IAA
582
Independent Advisor Alliance
North Carolina
-$935K -10,672 Closed
IT
583
Independence Trust
Tennessee
-$857K -9,721 Closed
OMC
584
Overbrook Management Corp
New York
-$836K -9,488 Closed
JCM
585
Janney Capital Management
Pennsylvania
-$482K -5,469 Closed
PPSG
586
Princeton Portfolio Strategies Group
New Jersey
-$343K -3,893 Closed
CWA
587
Cypress Wealth Advisors
California
-$314K -3,561 Closed
CCMG
588
Clark Capital Management Group
Pennsylvania
-$313K -3,550 Closed
Two Sigma Investments
589
Two Sigma Investments
New York
-$308K -3,500 Closed
AF
590
Alerus Financial
North Dakota
-$301K -3,414 Closed
CL
591
CPWM LLC
Washington
-$280K -3,174 Closed
GKWIM
592
Gerber Kawasaki Wealth & Investment Management
California
-$236K -2,695 Closed
BSB
593
Bangor Savings Bank
Maine
-$224K -2,534 Closed
VFP
594
Verus Financial Partners
Virginia
-$217K -2,466 Closed
Fisher Asset Management
595
Fisher Asset Management
Washington
-$216K -2,451 Closed
FC
596
Forte Capital
New York
-$214K -2,422 Closed
BFA
597
Bragg Financial Advisors
North Carolina
-$210K -2,383 Closed
CG
598
Cutler Group
California
-$208K -2,347 Closed
SWM
599
SVA Wealth Management
Wisconsin
-$203K -2,302 Closed
MHIM
600
MacNealy Hoover Investment Management
Ohio
-$203K -2,300 Closed

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.