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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
BFO
651
Boston Family Office
Massachusetts
$411K -$74.8K -600 -15%
MTIC
652
Missouri Trust & Investment Company
Missouri
$411K
B
653
Bailard
California
$408K -$35.4K -284 -8%
MFA
654
Mayflower Financial Advisors
Massachusetts
$408K
PMFA
655
Plante Moran Financial Advisors
Michigan
$406K +$249 +2 +0.1%
DI
656
DFPG Investments
Utah
$402K -$6.86K -55 -2%
EW
657
Evoke Wealth
California
$402K
PP
658
Patten & Patten
Tennessee
$402K
RF
659
Resolute Financial
Massachusetts
$401K +$43.8K +351 +12%
BDF
660
Balasa Dinverno & Foltz
$400K
AGA
661
Arkos Global Advisors
Texas
$398K -$492K -3,949 -54%
GC
662
Gratus Capital
Georgia
$398K +$16.5K +132 +4%
JCM
663
Janney Capital Management
Pennsylvania
$392K +$412K +3,302 New
GIA
664
GHP Investment Advisors
Colorado
$391K +$748 +6 +0.2%
KF
665
Krilogy Financial
Missouri
$389K
MW
666
Marcum Wealth
Ohio
$384K +$39.3K +315 +11%
AFS
667
AFG Fiduciary Services
Massachusetts
$383K -$6.48K -52 -2%
CDH
668
Charles D. Hyman
$383K +$21.7K +174 +6%
JSAM
669
J. Safra Asset Management
New York
$382K -$849K -6,806 -13%
TH
670
TCTC Holdings
Texas
$382K
HCM
671
Hengehold Capital Management
Ohio
$378K -$140K -1,125 -26%
SAM
672
Sequent Asset Management
Texas
$376K
CPIG
673
Chicago Partners Investment Group
Illinois
$376K +$4.24K +34 +1%
PA
674
PFG Advisors
Arizona
$374K -$3.12K -25 -0.8%
MCM
675
Magnolia Capital Management
New York
$370K

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.