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State Street SPDR S&P Dividend ETF

575 hedge funds and large institutions have $5.09B invested in State Street SPDR S&P Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $3.32M

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

6% more funds holding in top 10

Funds holding in top 10: 4851 (+3)

1% more funds holding

Funds holding: 569575 (+6)

2% more capital invested

Capital invested by funds: $4.96B → $5.09B (+$121M)

0.27% more ownership

Funds ownership: 31.78%32.05% (+0.27%)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 208

Holders
575
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
14.34%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
35
Increased
188
Reduced
208
Closed
24
Calls
$5.6M
Puts
$3.32M
Net Calls
+$2.27M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$15.2M -$84.9K -948 -0.6%
HighTower Advisors
52
HighTower Advisors
Illinois
$15.2M -$548K -6,115 -4%
PMG
53
ProVise Management Group
Florida
$14.9M -$8.69K -97 -0.1%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$14.8M -$295K -3,298 -2%
M&T Bank
55
M&T Bank
New York
$13.8M -$1.02M -11,379 -7%
Northern Trust
56
Northern Trust
Illinois
$13.6M -$276K -3,079 -2%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$13M +$175K +1,955 +1%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$13M +$184K +2,051 +1%
KIA
59
KCM Investment Advisors
California
$13M +$15.7K +175 +0.1%
NPC
60
National Planning Corporation
California
$12.8M -$894K -9,978 -7%
WIC
61
Whitegate Investment Counselors
New Hampshire
$12.4M -$224K -2,497 -2%
NB
62
NBT Bank
New York
$12M -$8.06K -90 -0.1%
MIH
63
Madison Investment Holdings
Wisconsin
$11.9M -$32.8K -366 -0.3%
KTC
64
Kistler-Tiffany Companies
Pennsylvania
$11.9M +$112K +1,254 +1%
WT
65
Whittier Trust
California
$11.7M -$247K -2,759 -2%
CAL
66
Capital Advisors Ltd
Ohio
$11.5M +$210K +2,347 +2%
HA
67
Harfst & Associates
Wyoming
$11.4M -$135K -1,504 -1%
PAG
68
Private Advisor Group
New Jersey
$11.3M +$334K +3,731 +3%
RCG
69
Ruggie Capital Group
Florida
$10.9M -$351K -3,923 -3%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$10.8M +$509K +5,681 +5%
FTIOP
71
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.7M -$559K -6,244 -5%
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10.4M -$665K -7,421 -6%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$10.3M +$170K +1,895 +2%
SIA
74
Starfire Investment Advisers
Michigan
$10.1M +$19K +212 +0.2%
LNC
75
Lincoln National Corp
Pennsylvania
$9.9M +$543K +6,056 +6%

SDY Hedge Fund Activity: Q3 2017 in Review

575 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2017, worth a combined $5.09B — up 2.4% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SDY positions and 24 closed out — a net gain of 11 holders — while 188 added to existing stakes and 208 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $21.8M. The largest seller was Bank of America, cutting an estimated $45.9M.

  • 575 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2017, up from 569 in Q2 2017.
  • Funds reported $5.09B of State Street SPDR S&P Dividend ETF stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 35 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2017 and 24 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $21.8M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2017 was Bank of America, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2017.