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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
RCA
851
Resonant Capital Advisors
Wisconsin
$208K
SFP
852
Sterling Financial Planning
New Jersey
$208K +$374 +3 +0.2%
BMCM
853
Bryn Mawr Capital Management
Pennsylvania
$206K +$216K +1,736 New
BB
854
Busey Bank
Illinois
$205K
EP
855
EPIQ Partners
Minnesota
$205K
FFWM
856
Future Financial Wealth Management
Ohio
$205K
RC
857
Roundview Capital
New Jersey
$205K
AWE
858
Avidian Wealth Enterprises
Texas
$204K +$125 +1 +0.1%
CAM
859
Crestone Asset Management
Colorado
$203K
AAS
860
Annex Advisory Services
Wisconsin
$202K -$8.85K -71 -4%
APWM
861
Atlas Private Wealth Management
New York
$202K
ORC
862
O'Rourke & Company
Massachusetts
$202K
WCAMG
863
Woodard & Company Asset Management Group
North Carolina
$202K
BFC
864
Bedel Financial Consulting
Indiana
$202K +$374 +3 +0.2%
APWA
865
Atlas Private Wealth Advisors
New Jersey
$202K +$2.49K +20 +1%
BOPW
866
Brandywine Oak Private Wealth
Pennsylvania
$202K +$212K +1,703 New
SIA
867
SeaBridge Investment Advisors
New Jersey
$200K
KFGK
868
Keystone Financial Group (Kentucky)
Kentucky
$200K +$3.87K +31 +2%
WT
869
Washington Trust
Rhode Island
$198K
NSIM
870
North Star Investment Management
Illinois
$197K
AWM
871
Avior Wealth Management
Nebraska
$196K -$13.1K -105 -6%
CFFP
872
Center for Financial Planning
Michigan
$186K
WWM
873
Wolff Wiese Magana
California
$185K +$97K +778 +99%
GFP
874
Gryphon Financial Partners
Ohio
$185K +$194K +1,555 New
CHC
875
City Holding Co
West Virginia
$182K -$1.25K -10 -0.6%

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.