State Street SPDR S&P Dividend ETF
1,106 hedge funds and large institutions have $9.93B invested in State Street SPDR S&P Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 361 increasing their positions, 379 reducing their positions, and 72 closing their positions.
182% more call options, than puts
Call options by funds: $17.7M | Put options by funds: $6.26M
17% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 72
1% more funds holding in top 10
Funds holding in top 10: 69 → 70 (+1)
0.4% less ownership
Funds ownership: 44.81% → 44.41% (-0.4%)
5% less repeat investments, than reductions
Existing positions increased: 361 | Existing positions reduced: 379
2% less funds holding
Funds holding: 1,123 → 1,106 (-17)
14% less capital invested
Capital invested by funds: $11.6B → $9.93B (-$1.63B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$69.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$64.8M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$45.2M |
| 4 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
+$19.2M |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$211M |
| 2 |
AssetMark Inc
Concord,
California
|
-$117M |
| 3 |
Morgan Stanley
New York
|
-$33.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$24.7M |
| 5 |
JP Morgan Chase
New York
|
-$24M |
SDY Hedge Fund Activity: Q1 2023 in Review
1,106 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2023, worth a combined $9.93B — down 14% from $11.6B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SDY positions and 72 closed out — a net gain of 12 holders — while 361 added to existing stakes and 379 trimmed.
The largest buyer was Money Concepts Capital, adding an estimated $69.5M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $211M.
- 1,106 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2023, down from 1,123 in Q4 2022.
- Funds reported $9.93B of State Street SPDR S&P Dividend ETF stock for Q1 2023, down 14% quarter-over-quarter.
- 84 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2023 and 72 closed out, a net change of +12 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $69.5M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q1 2023 was JP Morgan Private Wealth Advisors, an estimated $211M sold.
Based on aggregated 13F filings for Q1 2023.