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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
TF
901
TimeScale Financial
Massachusetts
$111K +$748 +6 +0.6%
PFGIA
902
Patriot Financial Group Insurance Agency
Massachusetts
$109K +$10.1K +81 +10%
IWP
903
IAG Wealth Partners
Wisconsin
$108K
CCP
904
Clarkston Capital Partners
Michigan
$107K
AWM
905
Aspire Wealth Management
Massachusetts
$103K
BWA
906
BDO Wealth Advisors
Florida
$103K
EC
907
Estate Counselors
Wisconsin
$103K
RG
908
Retirement Group
California
$100K +$249 +2 +0.2%
TIM
909
Tortoise Investment Management
New York
$97K
EDRH
910
Edmond de Rothschild Holding
Switzerland
$95K
TIM
911
Tevis Investment Management
Texas
$94K
MAM
912
Meeder Asset Management
Ohio
$93K
CNBTD
913
Citizens National Bank Trust Department
Mississippi
$92K -$40.8K -327 -30%
BA
914
Ballast Advisors
Minnesota
$91K +$2.24K +18 +2%
BMD
915
Better Money Decisions
New Mexico
$91K +$95.3K +764 New
NFSG
916
Newbridge Financial Services Group
Florida
$90K -$35.2K -282 -27%
IAMOG
917
Investors Asset Management of Georgia
Georgia
$90K +$94.8K +760 New
HPC
918
HM Payson & Co
Maine
$89K
NIC
919
Northwest Investment Counselors
Oregon
$87K +$10.1K +81 +12%
CWM
920
Castle Wealth Management
Florida
$84K +$88.5K +710 New
TWM
921
Tradition Wealth Management
Minnesota
$83K
TSWM
922
Tyler-Stone Wealth Management
Ohio
$83K +$32.4K +260 +59%
GA
923
GoalVest Advisory
New York
$82K
SC
924
Stephens Consulting
Michigan
$79.3K +$56.7K +455 +214%
JFGIW
925
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$79K

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.