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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
AA
926
Addison Advisors
Vermont
$78K
AWM
927
Angeles Wealth Management
California
$77K
TAM
928
Tucker Asset Management
Colorado
$74.4K +$43.5K +349 +126%
FA
929
Financial Advantage
Maryland
$74K
AWM
930
Accel Wealth Management
Iowa
$72K +$25.1K +201 +50%
BCA
931
Bray Capital Advisors
Florida
$71K
OA
932
Operose Advisors
Wisconsin
$71K
MWC
933
MBM Wealth Consultants
Missouri
$68K
ACA
934
Aptus Capital Advisors
Alabama
$67K +$18.8K +151 +36%
HIA
935
Harbor Investment Advisory
Maryland
$62K -$12.5K -100 -16%
LWANC
936
Laurel Wealth Advisors (North Carolina)
North Carolina
$61K -$8.11K -65 -11%
PB
937
Pinnacle Bancorp
Nebraska
$61K
PSB
938
Piscataqua Savings Bank
New Hampshire
$61K
AW
939
Avion Wealth
Texas
$59K
WB
940
Webster Bank
Connecticut
$59K
ZB
941
Zions Bancorporation
Utah
$59K
MFA
942
Morling Financial Advisors
California
$56K -$17.6K -141 -23%
BW
943
Bison Wealth
Georgia
$56K
MSFP
944
Mark Sheptoff Financial Planning
Connecticut
$56K
AIM
945
Arcadia Investment Management
Michigan
$54K
CCM
946
Cribstone Capital Management
Maine
$54K +$56.6K +454 New
AA
947
AlphaMark Advisors
Kentucky
$52K
MHR
948
Matthew Hamilton Rosenberg
$52K +$34.7K +278 +179%
OLVIG
949
Oliver Lagore Vanvalin Investment Group
Michigan
$51K
BFO
950
Biltmore Family Office
North Carolina
$46K

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.