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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
B
801
Bensler
Washington
$251K +$7.86K +63 +3%
WBCM
802
Wilson & Boucher Capital Management
California
$249K
BIAS
803
Beacon Investment Advisory Services
New Jersey
$248K
PL
804
Plancorp LLC
Missouri
$248K +$1.37K +11 +0.5%
CCB
805
Cutter & Co Brokerage
Missouri
$246K +$748 +6 +0.3%
FA
806
Fagan Associates
New York
$245K +$6.48K +52 +3%
MG
807
Mather Group
Illinois
$244K -$169K -1,356 -40%
B
808
Bridgeworth
Alabama
$244K +$249 +2 +0.1%
ACM
809
Allred Capital Management
Texas
$242K -$5.74K -46 -2%
BO
810
BRR OpCo
Ohio
$242K
GI
811
GAMCO Investors
Connecticut
$242K
BP
812
Ballentine Partners
Massachusetts
$241K
ML
813
Mayport LLC
Massachusetts
$238K +$998 +8 +0.4%
BC
814
Brio Consultants
California
$238K +$250K +2,007 New
CCFCSB
815
Cape Cod Five Cents Savings Bank
Massachusetts
$237K
AA
816
AF Advisors
California
$237K +$249K +2,000 New
BC
817
Burney Company
Virginia
$236K
WAM
818
Worth Asset Management
Texas
$236K
RIM
819
Rockbridge Investment Management
New York
$235K -$32.2K -258 -12%
PCA
820
Pallas Capital Advisors
Massachusetts
$235K
SFA
821
Sequoia Financial Advisors
Ohio
$234K -$314K -2,516 -56%
OPS
822
Orion Portfolio Solutions
Nebraska
$232K -$176K -1,412 -42%
CFB
823
Cullen/Frost Bankers
Texas
$232K
PMG
824
Private Management Group
California
$232K +$244K +1,953 New
AFG
825
Alterity Financial Group
Maine
$230K +$242K +1,942 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.