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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
CCM
626
Canal Capital Management
Virginia
$443K +$1.87K +15 +0.4%
RIA
627
Regal Investment Advisors
Michigan
$441K +$463K +3,717 New
EWA
628
Exencial Wealth Advisors
Oklahoma
$440K +$9.6K +77 +2%
VAG
629
VisionPoint Advisory Group
Texas
$438K -$1.21M -9,718 -74%
AFG
630
Affinia Financial Group
Massachusetts
$438K
SWM
631
Southern Wealth Management
Texas
$437K +$2.99K +24 +0.7%
AWA
632
Arkadios Wealth Advisors
Georgia
$436K -$73.4K -589 -14%
CIAS
633
Capital Investment Advisory Services
North Carolina
$435K -$26.2K -210 -5%
ADL
634
Asset Dedication LLC
California
$433K
WJA
635
Willis Johnson & Associates
Texas
$433K +$454K +3,644 New
EWM
636
EPG Wealth Management
Georgia
$427K -$62.3K -500 -12%
Jane Street
637
Jane Street
New York
$425K -$228K -1,826 -34%
CI
638
Conning Inc
Connecticut
$424K
BCA
639
Bay Colony Advisors
Massachusetts
$421K -$5.36K -43 -1%
AWM
640
Axxcess Wealth Management
California
$421K
PCA
641
Personal Capital Advisors
California
$421K +$9.6K +77 +2%
UWPG
642
Ullmann Wealth Partners Group
Florida
$420K
IC
643
Intersect Capital
California
$418K -$736K -5,905 -63%
WF
644
WoodTrust Financial
Wisconsin
$416K -$15.1K -121 -3%
BCWM
645
Bartlett & Co Wealth Management
Ohio
$415K
BC
646
Bartlett & Co
Ohio
$415K
PWMG
647
Provence Wealth Management Group
California
$415K
ACP
648
Ashfield Capital Partners
California
$415K +$436K +3,500 New
GIA
649
Gladstone Institutional Advisory
Florida
$413K -$29.2K -234 -6%
WSTAM
650
Wilbanks Smith & Thomas Asset Management
Virginia
$412K -$10.3K -83 -2%

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.