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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
KIA
751
Kraematon Investment Advisors
Massachusetts
$291K +$998 +8 +0.3%
HWA
752
Heartwood Wealth Advisors
Virginia
$291K +$101K +808 +49%
TC
753
Titleist Capital
Texas
$290K -$5.74K -46 -2%
Financial Engines Advisors
754
Financial Engines Advisors
California
$290K
MA
755
MCF Advisors
Kentucky
$290K
MIM
756
MTM Investment Management
South Carolina
$289K -$15.5K -124 -5%
RWP
757
RWA Wealth Partners
Massachusetts
$287K
FFA
758
First Foundation Advisors
California
$285K -$10.2K -82 -3%
FB
759
Fulton Bank
Pennsylvania
$283K
PFM
760
Parsec Financial Management
North Carolina
$283K
CA
761
CGN Advisors
Kansas
$282K +$25.1K +201 +9%
PAMG
762
Patton Albertson Miller Group
Tennessee
$281K
IFAM
763
Institutional & Family Asset Management
Colorado
$280K -$1.25K -10 -0.4%
BTI
764
Blue Trust Inc
Georgia
$279K +$272K +2,179 New
MPW
765
Monterey Private Wealth
California
$276K +$249 +2 +0.1%
MCC
766
Money Concepts Capital
Florida
$275K -$1.2M -9,639 -81%
SVWAG
767
Sound View Wealth Advisors Group
Georgia
$274K -$110K -884 -28%
SIC
768
Salem Investment Counselors
North Carolina
$274K
FFG
769
Ford Financial Group
California
$274K +$1.87K +15 +0.7%
OIA
770
Optimum Investment Advisors
Illinois
$273K
TF
771
Tompkins Financial
New York
$273K +$120K +963 +72%
ONSWM
772
Old North State Wealth Management
North Carolina
$273K +$24.1K +193 +9%
BPFA
773
Barnes Pettey Financial Advisors
Mississippi
$272K
IGGA
774
Iron Gate Global Advisors
Utah
$272K +$74.8K +600 +35%
HGERS
775
Householder Group Estate & Retirement Specialist
Arizona
$269K +$283K +2,267 New

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.