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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
NSB
951
Norway Savings Bank
Maine
$45K -$5.61K -45 -11%
MPWT
952
MassMutual Private Wealth & Trust
Connecticut
$45K +$13.3K +107 +40%
CA
953
Crewe Advisors
Utah
$45K +$47K +377 New
CJL
954
Cyrus J. Lawrence
New York
$43K
FCMT
955
Founders Capital Management (Texas)
Texas
$43K
JPLA
956
Joseph P. Lucia & Associates
New York
$43K
RWA
957
RGT Wealth Advisors
Texas
$43K
BCM
958
Bourgeon Capital Management
Connecticut
$41K
CSB
959
City State Bank
Iowa
$40K
RA
960
Rise Advisors
New York
$40K +$249 +2 +0.6%
EWM
961
Evermay Wealth Management
Virginia
$39K +$40.6K +326 New
PFBT
962
Parkside Financial Bank & Trust
Missouri
$37K
PK
963
Pflug Koory
Nebraska
$37K
OC
964
Oakworth Capital
Alabama
$36K
VRM
965
Vectors Research Management
New York
$36K +$37.4K +300 New
BCMLT
966
Beacon Capital Management LLC (Tennessee)
Tennessee
$35K
AWM
967
Activest Wealth Management
Florida
$32K
PP
968
Pacifica Partners
Canada
$32K
PGAM
969
Princeton Global Asset Management
New Jersey
$32K
GWSG
970
GPS Wealth Strategies Group
Colorado
$32K +$748 +6 +2%
GWANC
971
Guardian Wealth Advisors (North Carolina)
North Carolina
$30K +$18.8K +151 +151%
DEM
972
Disciplined Equity Management
Florida
$30K +$31.2K +250 New
CB
973
Community Bank
New York
$28K +$29.7K +238 New
CPA
974
Cardiff Park Advisors
California
$27K
PCTC
975
Perkins Coie Trust Company
Washington
$27K

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.