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
SFG
676
SNS Financial Group
Minnesota
$370K +$5.36K +43 +1%
EGA
677
Eagle Global Advisors
Texas
$369K -$18.7K -150 -5%
NAM
678
NTV Asset Management
West Virginia
$368K
SIC
679
Shoker Investment Counsel
Ohio
$367K -$15.5K -124 -4%
5L
680
55I LLC
Massachusetts
$367K +$18.7K +150 +5%
GKWIM
681
Gerber Kawasaki Wealth & Investment Management
California
$367K +$129K +1,035 +50%
AWA
682
Arete Wealth Advisors
Illinois
$366K +$33K +265 +9%
KOMWMG
683
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$366K +$77.8K +624 +25%
VNA
684
Valley National Advisers
Pennsylvania
$364K +$1.25K +10 +0.3%
CAM
685
Covenant Asset Management
New Jersey
$363K -$89.8K -720 -19%
HA
686
Harfst & Associates
Wyoming
$361K
WPC
687
Wedmont Private Capital
Pennsylvania
$361K
BFG
688
Berger Financial Group
Minnesota
$360K +$25.6K +205 +7%
H
689
HoyleCohen
California
$357K +$998 +8 +0.3%
CT
690
Caldwell Trust
Florida
$357K +$129K +1,038 +53%
LI
691
LMCG Investments
Massachusetts
$356K -$249K -2,000 -40%
Walleye Capital
692
Walleye Capital
New York
$355K +$373K +2,991 New
CWS
693
Confluence Wealth Services
Pennsylvania
$352K +$499 +4 +0.1%
FCA
694
FLC Capital Advisors
California
$351K
SSB
695
Sandy Spring Bank
Maryland
$351K
LWM
696
Laidlaw Wealth Management
New York
$350K
Principal Financial Group
697
Principal Financial Group
Iowa
$348K
WOSD
698
WFA of San Diego
California
$346K
CFG
699
Citizens Financial Group
Rhode Island
$344K -$20.7K -166 -5%
SCM
700
Schnieders Capital Management
California
$344K

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.