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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
WMG
726
WESCAP Management Group
California
$315K
KWMG
727
King Wealth Management Group
Florida
$314K -$9.35K -75 -3%
LSA
728
Lion Street Advisors
Texas
$314K
CFA
729
Compass Financial Advisors
Indiana
$314K +$1.5K +12 +0.5%
BP
730
Broadleaf Partners
Ohio
$313K
UL
731
Unionview LLC
Washington
$312K
CP
732
Camelot Portfolios
Ohio
$311K +$126K +1,014 +63%
FFM
733
Forum Financial Management
Illinois
$310K +$1.25K +10 +0.4%
HWM
734
Horizon Wealth Management
Illinois
$307K +$323K +2,588 New
GF
735
Gries Financial
Ohio
$305K
SWM
736
Selective Wealth Management
Virginia
$305K +$107K +855 +50%
ANHIM
737
Alan N. Hoffman Investment Management
Massachusetts
$304K -$4.86K -39 -2%
IFWM
738
Institute for Wealth Management
Colorado
$303K
SEP
739
Southland Equity Partners
Missouri
$303K -$9.97K -80 -3%
TA
740
TrueWealth Advisors
Alabama
$302K -$21.3K -171 -6%
CSIC
741
Clifford Swan Investment Counsel
California
$301K -$55.9K -448 -15%
BCP
742
Blue Chip Partners
Michigan
$301K +$2.12K +17 +0.7%
S
743
SignatureFD
Georgia
$300K +$5.61K +45 +2%
PWM
744
Provident Wealth Management
Tennessee
$300K +$148K +1,187 +88%
HA
745
HC Advisors
Georgia
$298K
EIA
746
Eldridge Investment Advisors
New Hampshire
$297K +$3.12K +25 +1%
MSFS
747
Main Street Financial Solutions
Pennsylvania
$294K +$18K +144 +6%
SXL
748
Summit X LLC
Missouri
$294K +$308K +2,470 New
BMO
749
Beck Mack & Oliver
New York
$293K +$308K +2,467 New
MFGM
750
Marshall Financial Group (Maryland)
Maryland
$291K

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.