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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
BCP
776
Berkeley Capital Partners
Georgia
$268K +$374 +3 +0.1%
SDWIA
777
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$267K
PPW
778
Pinnacle Private Wealth
Massachusetts
$267K +$76.1K +610 +37%
RWB
779
RMR Wealth Builders
New Jersey
$266K -$11K -88 -4%
QCG
780
Quadrant Capital Group
Ohio
$265K -$21.8K -175 -7%
HBW
781
Hazlett, Burt & Watson
West Virginia
$264K +$119K +957 +76%
CFCI
782
Comprehensive Financial Consultants Institutional
Indiana
$263K -$19.5K -156 -7%
RCA
783
Ranch Capital Advisors
Florida
$262K
NFP
784
Narus Financial Partners
Utah
$261K
HCM
785
Hall Capital Management
Rhode Island
$261K
EFG
786
Everhart Financial Group
Ohio
$261K +$8.85K +71 +3%
EWM
787
Evercore Wealth Management
New York
$260K
TFGT
788
TS Financial Group (TSFG)
Illinois
$259K
CA
789
Calton & Associates
Florida
$258K -$224K -1,796 -45%
AIM
790
Alhambra Investment Management
Florida
$257K -$10.2K -82 -4%
TWM
791
Titus Wealth Management
California
$257K +$623 +5 +0.2%
AC
792
ASB Consultores
Florida
$257K +$270K +2,168 New
HR
793
Howe & Rusling
New York
$255K -$15.2K -122 -5%
PW
794
Peninsula Wealth
California
$255K
WI
795
Wintrust Investments
Illinois
$255K +$18.7K +150 +8%
MCA
796
Magnolia Capital Advisors
Mississippi
$253K
BC
797
Bowman & Company
Wisconsin
$252K -$40.1K -322 -13%
LWA
798
LWS Wealth Advisors
New Jersey
$252K +$1.62K +13 +0.6%
FIB
799
First Interstate Bank
Montana
$252K +$265K +2,123 New
TW
800
TrinityPoint Wealth
Connecticut
$252K +$265K +2,123 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.