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
SI
701
Saxon Interests
Texas
$343K -$33.4K -268 -8%
PWLP
702
Prio Wealth Limited Partnership
Massachusetts
$341K
RWP
703
Ridgecrest Wealth Partners
California
$338K
CGPCS
704
Capital Group Private Client Services
California
$337K +$354K +2,840 New
IC
705
IEQ Capital
California
$336K -$12.5K -100 -3%
IIC
706
Integrated Investment Consultants
Michigan
$335K
WKWM
707
Walter & Keenan Wealth Management
Indiana
$333K
RC
708
RegentAtlantic Capital
New Jersey
$332K -$31.9K -256 -8%
MPCL
709
My Personal CFO LLC
Washington
$332K
LIA
710
LBMC Investment Advisors
Tennessee
$332K +$374 +3 +0.1%
MCP
711
Martin Capital Partners
Oregon
$331K +$998 +8 +0.3%
AWAP
712
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$328K +$125 +1 +0%
ATC
713
Adirondack Trust Company
New York
$327K
ACM
714
Avalon Capital Management
California
$326K +$43.9K +352 +15%
SCA
715
Stonebridge Capital Advisors
Minnesota
$325K -$3.12K -25 -0.9%
RWP
716
Revolve Wealth Partners
New Jersey
$325K +$42.6K +342 +14%
RF
717
Rollins Financial
Georgia
$324K -$25.6K -205 -7%
FAG
718
Financial Advisory Group
Texas
$324K
SAM
719
Summit Asset Management
Tennessee
$323K
KIG
720
Kowal Investment Group
Wisconsin
$322K +$5.61K +45 +2%
BAAM
721
Baker Avenue Asset Management
California
$322K +$13.7K +110 +4%
CWA
722
Clarity Wealth Advisors
California
$320K +$5.61K +45 +2%
CCT
723
Chemung Canal Trust
New York
$317K
WF
724
Wayfinding Financial
Washington
$317K
SAM
725
Secure Asset Management
Michigan
$315K

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.