We are live on ! Find out more
SDY icon

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: 49 β†’ 61 (+12)

19% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 62

0.92% more ownership

Funds ownership: 41.07% β†’ 41.99% (+0.92%)

0% more funds holding

Funds holding: 1,030 β†’ 1,033 (+3)

0% less capital invested

Capital invested by funds: $8.64B β†’ $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
CBTWT
826
Community Bank & Trust (Waco, Texas)
Texas
$228K – – –
AAMC
827
Asset Allocation & Management Company
Illinois
$226K – – –
BFIM
828
Beese Fulmer Investment Management
Ohio
$226K +$125 +1 +0.1%
SFG
829
Sovereign Financial Group
Connecticut
$224K -$11.2K -90 -5%
IDBONY
830
Israel Discount Bank of New York
New York
$223K – – –
SB
831
Strategic Blueprint
Georgia
$222K +$16.3K +131 +8%
AWA
832
Amplius Wealth Advisors
Pennsylvania
$221K -$28.6K -229 -11%
LCM
833
LVM Capital Management
Michigan
$221K – – –
BSB
834
Bangor Savings Bank
Maine
$219K +$230K +1,847 New
CL
835
CPWM LLC
Washington
$218K -$653K -5,241 -74%
WIM
836
Warwick Investment Management
Texas
$217K – – –
JFG
837
JMG Financial Group
Illinois
$216K – – –
WTA
838
Washington Trust Advisors
Massachusetts
$216K – – –
WFA
839
WestHill Financial Advisors
California
$216K – – –
FWM
840
FSA Wealth Management
Massachusetts
$215K -$4.05M -32,506 -95%
CCM
841
Condor Capital Management
New Jersey
$215K – – –
QWM
842
Quaker Wealth Management
New Jersey
$215K – – –
RA
843
Riverstone Advisors
Texas
$214K +$225K +1,805 New
NL
844
NVWM LLC
Pennsylvania
$213K – – –
RDWM
845
Red Door Wealth Management
Tennessee
$212K +$16.6K +133 +8%
GWAG
846
Garrett Wealth Advisory Group
Texas
$210K -$173K -1,384 -44%
SB
847
Sunflower Bank
Texas
$209K -$173K -1,390 -44%
GSB
848
Greenfield Savings Bank
Massachusetts
$209K +$219K +1,758 New
TI
849
Truepoint Inc
Ohio
$208K -$6.23K -50 -3%
KAH
850
Kathryn A. Hall
$208K – – –

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 β€” down 0.26% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SDY positions and 62 closed out β€” a net gain of 12 holders β€” 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.