We are live on ! Find out more
SDY icon

State Street SPDR S&P Dividend ETF

439 hedge funds and large institutions have $4.12B invested in State Street SPDR S&P Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 186 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $2.78M

1.04% more ownership

Funds ownership: 32.93%33.96% (+1%)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

5% less capital invested

Capital invested by funds: $4.32B → $4.12B (-$201M)

1% less funds holding

Funds holding: 444439 (-5)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

24% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 186

Holders
439
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
12.26%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
1.26%
New
26
Increased
141
Reduced
186
Closed
27
Calls
$16.5M
Puts
$2.78M
Net Calls
+$13.7M
Net Calls Change
-$901K
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14M -$1.82M -24,215 -11%
CS
52
Credit Suisse
Switzerland
$13.4M -$1.15M -15,222 -8%
CIBC World Market
53
CIBC World Market
Ontario, Canada
$12.2M +$451K +5,988 +4%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$12.2M -$8.13K -108 -0.1%
SGAM
55
Steinberg Global Asset Management
Florida
$11.9M +$128K +1,704 +1%
RCG
56
Ruggie Capital Group
Florida
$11.4M -$693K -9,202 -6%
BF
57
BOK Financial
Oklahoma
$11.3M +$352K +4,673 +3%
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$11.2M -$530K -7,042 -4%
WT
59
Whittier Trust
California
$11.2M -$28.6K -380 -0.2%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$10.8M -$2.36M -31,362 -17%
SAMC
61
Spectrum Asset Management (California)
California
$10.6M +$177K +2,345 +2%
BHB
62
Bank Hapoalim BM
Israel
$10.4M -$13.9K -184 -0.1%
MFS
63
MSI Financial Services
Massachusetts
$10M -$2.84M -37,727 -21%
NB
64
NBT Bank
New York
$9.96M +$6.12M +81,239 +143%
KIA
65
KCM Investment Advisors
California
$9.83M +$515K +6,846 +5%
KTC
66
Kistler-Tiffany Companies
Pennsylvania
$9.51M +$62.6K +832 +0.7%
EWMCB
67
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.13M -$356K -4,729 -4%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$9.12M -$3.44M -45,692 -27%
LNB
69
Ledyard National Bank
$8.68M -$24.1K -320 -0.3%
Barclays
70
Barclays
United Kingdom
$8.64M +$83.7K +1,112 +0.9%
ACM
71
Azimuth Capital Management
Michigan
$8.42M +$8.78M +116,655 New
WCMN
72
Westchester Capital Management (Nebraska)
Nebraska
$8.42M -$52.7K -700 -0.6%
NPC
73
National Planning Corporation
California
$8.19M +$244K +3,243 +3%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$7.97M -$894K -11,876 -10%
CAL
75
Capital Advisors Ltd
Ohio
$7.96M -$371K -4,926 -4%