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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
TAM
876
Townsend Asset Management
North Carolina
$180K -$2.62K -21 -1%
COCM
877
Charter Oak Capital Management
New Hampshire
$177K
EW
878
Element Wealth
Mississippi
$175K
OPW
879
Oxler Private Wealth
New York
$168K +$176K +1,413 New
PCA
880
Providence Capital Advisors
North Carolina
$166K -$8.6K -69 -5%
First Manhattan
881
First Manhattan
New York
$157K
VCM
882
Versant Capital Management
Arizona
$153K
RE
883
RBC Europe
United Kingdom
$150K
VVP
884
Venture Visionary Partners
Ohio
$148K +$156K +1,250 New
IRAG
885
Investment Research & Advisory Group
Georgia
$146K
SC
886
SouthState Corp
Florida
$146K
HDIM
887
Hanson & Doremus Investment Management
Vermont
$145K +$873 +7 +0.6%
BBHC
888
Brown Brothers Harriman & Co
New York
$140K
FFA
889
Founders Financial Alliance
North Carolina
$132K -$38.8K -311 -22%
BWM
890
BerganKDV Wealth Management
Minnesota
$132K
CIA
891
Choate Investment Advisors
Massachusetts
$128K
TWA
892
TCI Wealth Advisors
Arizona
$127K -$14K -112 -9%
FSWA
893
Financial Synergies Wealth Advisors
Texas
$122K +$128K +1,030 New
CWC
894
Carolinas Wealth Consulting
North Carolina
$121K +$748 +6 +0.6%
LFG
895
Larson Financial Group
Missouri
$119K
JWBC
896
John W. Brooker & Co
California
$114K +$125 +1 +0.1%
PPWM
897
PFG Private Wealth Management
Florida
$114K +$998 +8 +0.8%
CFD
898
Creative Financial Designs
Indiana
$114K +$8.73K +70 +8%
HWM
899
Horizons Wealth Management
North Carolina
$112K +$106K +850 New
FMTCOCP
900
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$111K

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.