We are live on ! Find out more
SDY icon

State Street SPDR S&P Dividend ETF

439 hedge funds and large institutions have $4.12B invested in State Street SPDR S&P Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 186 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $2.78M

1.04% more ownership

Funds ownership: 32.93%33.96% (+1%)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

5% less capital invested

Capital invested by funds: $4.32B → $4.12B (-$201M)

1% less funds holding

Funds holding: 444439 (-5)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

24% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 186

Holders
439
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
12.26%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
1.26%
New
26
Increased
141
Reduced
186
Closed
27
Calls
$16.5M
Puts
$2.78M
Net Calls
+$13.7M
Net Calls Change
-$901K
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$7.51M -$842K -11,190 -10%
SIA
77
Starfire Investment Advisers
Michigan
$7.49M -$161K -2,136 -2%
HA
78
Harfst & Associates
Wyoming
$7.31M -$891K -11,836 -10%
DW
79
Domani Wealth
Pennsylvania
$6.77M -$1.32M -17,518 -16%
PAG
80
Private Advisor Group
New Jersey
$6.68M -$6.56M -87,162 -48%
HCP
81
Holt Capital Partners
Texas
$6.51M +$139K +1,845 +2%
JP Morgan Chase
82
JP Morgan Chase
New York
$6.18M -$6.04M -80,228 -48%
WA
83
WealthTrust-Arizona
Arizona
$6.11M +$54.8K +728 +0.9%
AIG
84
American International Group
New York
$6.04M +$237K +3,153 +4%
RBC
85
Roble Belko & Company
Pennsylvania
$5.65M -$171K -2,274 -3%
Creative Planning
86
Creative Planning
Kansas
$5.48M -$131K -1,744 -2%
Northern Trust
87
Northern Trust
Illinois
$5.03M +$1.85M +24,576 +54%
NCM
88
Neumann Capital Management
California
$4.87M +$80.5K +1,070 +2%
FA
89
Fagan Associates
New York
$4.87M +$5.27K +70 +0.1%
1IA
90
1834 Investment Advisors
Wisconsin
$4.83M +$2.09M +27,814 +71%
SHWM
91
Smith & Howard Wealth Management
Georgia
$4.75M -$226K -3,006 -4%
Stifel Financial
92
Stifel Financial
Missouri
$4.74M -$236K -3,140 -5%
CAN
93
Cetera Advisor Networks
California
$4.7M -$1.46M -19,333 -23%
US Bancorp
94
US Bancorp
Minnesota
$4.64M +$1.4M +18,546 +40%
AC
95
Alexandria Capital
Virginia
$4.63M -$264K -3,507 -5%
DG
96
Davidson & Garrard
Virginia
$4.57M -$121K -1,609 -2%
State Street
97
State Street
Massachusetts
$4.51M -$223K -2,967 -5%
HH
98
Hilltop Holdings
Texas
$4.45M -$635K -8,436 -12%
WTC
99
WhitTier Trust Company
Nevada
$4.44M +$27.8K +369 +0.6%
LWA
100
Lowe Wealth Advisors
Maryland
$4.42M -$156K -2,078 -3%