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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
WFM
51
Wolff Financial Management
Michigan
$23.1M +$194K +1,555 +0.8%
HNB
52
Huntington National Bank
Ohio
$22.7M
Baird Financial Group
53
Baird Financial Group
Wisconsin
$22M +$877K +7,032 +4%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$21.8M -$399K -3,200 -2%
Brown Advisory
55
Brown Advisory
Maryland
$21.3M +$560K +4,494 +3%
BF
56
BOK Financial
Oklahoma
$20.4M +$524K +4,199 +3%
CAL
57
Capital Advisors Ltd
Ohio
$20.1M +$161K +1,289 +0.8%
UB
58
UMB Bank
Missouri
$18.7M +$799K +6,412 +4%
RBC
59
Roble Belko & Company
Pennsylvania
$18.6M +$367K +2,947 +2%
JGIA
60
Jackson Grant Investment Advisers
Connecticut
$18.5M -$282K -2,261 -1%
CA
61
Clearstead Advisors
Ohio
$18.1M -$286K -2,293 -1%
Stifel Financial
62
Stifel Financial
Missouri
$17.9M +$1.63M +13,099 +10%
WANY
63
Wealthspire Advisors (New York)
New York
$16.6M -$892K -7,155 -5%
OCM
64
One Capital Management
California
$16.6M +$17M +136,400 +4,026%
EP
65
Edgestream Partners
New Jersey
$16.4M +$16.7M +133,722 +2,982%
PP
66
Prudential plc
United Kingdom
$16M +$16.8M +134,700 New
IWM
67
IHT Wealth Management
Illinois
$15.6M +$215K +1,727 +1%
HWM
68
HB Wealth Management
Georgia
$15.6M +$555K +4,453 +4%
RPWA
69
Regent Peak Wealth Advisors
Georgia
$15.5M -$547K -4,387 -3%
FCI
70
Financial Counselors Inc
Kansas
$15.3M -$472K -3,783 -3%
FAM
71
Flaharty Asset Management
Florida
$15.3M -$1.09M -8,774 -6%
SPIA
72
Steward Partners Investment Advisory
New York
$14.8M +$148K +1,185 +1%
CFS
73
CRA Financial Services
New Jersey
$14.6M +$375K +3,010 +3%
CCA
74
Cadent Capital Advisors
Oklahoma
$14.6M -$503K -4,036 -3%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$14.5M -$475K -3,812 -3%

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.