We are live on ! Find out more
SDY icon

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
KWM
601
Kaydan Wealth Management
Michigan
$492K +$68.7K +551 +15%
VFA
602
Valeo Financial Advisors
Indiana
$489K -$7.98K -64 -2%
GFPC
603
Global Financial Private Client
Florida
$482K
KWM
604
Kingsview Wealth Management
Oregon
$481K +$20.7K +166 +4%
CB
605
Commerce Bank
Missouri
$481K +$37.4K +300 +8%
BFM
606
Boston Financial Management
Massachusetts
$477K +$231K +1,850 +85%
TAM
607
Tocqueville Asset Management
New York
$476K -$79.8K -640 -14%
TCPWM
608
Traverso Chambers Private Wealth Management
California
$476K
IWP
609
Icon Wealth Partners
Texas
$473K +$63.7K +511 +15%
PCM
610
Prelude Capital Management
New York
$470K +$285K +2,284 +137%
FAB
611
First American Bank
Illinois
$467K
WPA
612
West Paces Advisors
Georgia
$466K
PWP
613
Perfromance Wealth Partners
Illinois
$464K -$1.25K -10 -0.3%
MWM
614
Modera Wealth Management
New Jersey
$464K +$59K +473 +14%
MFG
615
Magnus Financial Group
New York
$462K -$78.7K -631 -14%
EP
616
Eudaimonia Partners
Tennessee
$461K +$82.2K +659 +20%
CF
617
Centaurus Financial
California
$457K +$89.8K +720 +23%
OFS
618
OneAscent Financial Services
Alabama
$455K +$478K +3,835 New
WCFA
619
Walkner Condon Financial Advisors
Wisconsin
$451K +$19.6K +157 +4%
PIM
620
Penobscot Investment Management
Massachusetts
$450K -$24.9K -200 -5%
SHWM
621
Smith & Howard Wealth Management
Georgia
$450K +$197K +1,580 +71%
AIM
622
Acropolis Investment Management
Missouri
$449K +$249 +2 +0.1%
FG
623
Foster Group
Iowa
$448K +$470K +3,771 New
KFI
624
Key Financial Inc
Pennsylvania
$447K +$108K +865 +30%
GVAG
625
Great Valley Advisor Group
Delaware
$446K +$468K +3,756 New

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.