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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
ICP
576
Interchange Capital Partners
Pennsylvania
$553K +$75.6K +606 +15%
GI
577
Gradient Investments
Minnesota
$551K +$47.5K +381 +9%
CCA
578
Column Capital Advisors
Indiana
$546K
MA
579
Momentum Advisors
New York
$544K +$571K +4,582 New
BFA
580
Beaumont Financial Advisors
Massachusetts
$543K +$51.1K +410 +10%
RWA
581
River Wealth Advisors
Pennsylvania
$535K
AF
582
Apexium Financial
Texas
$535K +$4.74K +38 +0.9%
HFP
583
Holistic Financial Partners
Indiana
$532K +$3.49K +28 +0.6%
CCM
584
Coldstream Capital Management
Washington
$526K
WCM
585
WealthBridge Capital Management
Ohio
$525K +$12.5K +100 +2%
PAS
586
Park Avenue Securities
New York
$525K +$29.8K +239 +6%
CA
587
Carson Advisory
Georgia
$521K +$1.62K +13 +0.3%
FWP
588
FAS Wealth Partners
Kansas
$517K +$58.6K +470 +12%
GC
589
Grimes & Company
Massachusetts
$515K
SAM
590
Sawgrass Asset Management
Florida
$507K -$50.9K -408 -9%
ARMC
591
American Research & Management Company
Massachusetts
$507K +$36.3K +291 +7%
ZIC
592
ZWJ Investment Counsel
Georgia
$505K +$37.4K +300 +8%
SWM
593
SeaCrest Wealth Management
New York
$501K +$1.37K +11 +0.3%
IAG
594
Investment Advisory Group
Massachusetts
$500K
CAG
595
Csenge Advisory Group
Florida
$496K +$128K +1,028 +33%
MAA
596
Matrix Asset Advisors
New York
$495K
VCP
597
Vista Capital Partners
Oregon
$493K +$56.9K +456 +12%
RPC
598
Rossmore Private Capital
Connecticut
$493K +$62.3K +500 +14%
JE
599
JMAC Enterprises
Pennsylvania
$492K -$125 -1 -0%
RSWM
600
Robertson Stephens Wealth Management
California
$492K

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.