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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
CG
576
Corundum Group
Colorado
$322 +$316K +3,530 New
EFS
577
Essex Financial Services
Connecticut
-$1.68M -18,903 Closed
TCM
578
Tuttle Capital Management
Connecticut
-$1.2M -13,500 Closed
TBA
579
Train Babcock Advisors
New York
-$886K -9,968 Closed
Citadel Advisors
580
Citadel Advisors
Florida
-$500K -5,584 Closed
LSA
581
L & S Advisors
California
-$458K -5,158 Closed
PSUF
582
People's United Financial
Connecticut
-$413K -4,645 Closed
B
583
Bridgeworth
Alabama
-$370K -4,151 Closed
HW
584
Hedeker Wealth
Illinois
-$241K -2,718 Closed
BFPW
585
BOK Financial Private Wealth
Colorado
-$238K -2,676 Closed
NA
586
NewEdge Advisors
Louisiana
-$227K -2,561 Closed
IGGA
587
Iron Gate Global Advisors
Utah
-$226K -2,541 Closed
PFM
588
Peak Financial Management
Massachusetts
-$220K -2,479 Closed
PFO
589
Pathstone Family Office
New Jersey
-$216K -2,435 Closed
IFWM
590
Institute for Wealth Management
Colorado
-$215K -2,428 Closed
PAG
591
Pinnacle Advisory Group
Maryland
-$203K -2,289 Closed
HIMC
592
Heritage Investors Management Corp
Maryland
-$201K -2,264 Closed
AA
593
Apriem Advisors
California
-$201K -2,262 Closed
FSA
594
Financial Sense Advisors
California
-$200K -2,250 Closed
WG
595
Welch Group
Alabama
-$115K -1,294 Closed
UWPG
596
Ullmann Wealth Partners Group
Florida
-$100K -1,130 Closed
GI
597
Gradient Investments
Minnesota
-$79K -893 Closed
MBT
598
Monroe Bank & Trust
Michigan
-$64K -725 Closed
AF
599
Allworth Financial
California
-$33K -370 Closed
DOA
600
D'Orazio & Associates
Virginia
-$7K -75 Closed

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.