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State Street SPDR S&P Dividend ETF

569 hedge funds and large institutions have $4.96B invested in State Street SPDR S&P Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $14M | Put options by funds: $4.28M

3% more capital invested

Capital invested by funds: $4.82B → $4.96B (+$140M)

0.81% more ownership

Funds ownership: 30.97%31.78% (+0.81%)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 576569 (-7)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

Holders
569
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
14.19%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
1.2%
New
41
Increased
182
Reduced
217
Closed
43
Calls
$14M
Puts
$4.28M
Net Calls
+$9.72M
Net Calls Change
-$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Advisor Group
Arizona
$9.64M +$491K +5,535 +5%
EWMCB
77
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$9.56M -$496K -5,601 -5%
WC
78
Wexford Capital
Florida
$9.5M -$582K -6,568 -6%
LNC
79
Lincoln National Corp
Pennsylvania
$9.09M -$253K -2,852 -3%
TC
80
Telemus Capital
Michigan
$8.95M -$12.4K -140 -0.1%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$8.78M +$255K +2,876 +3%
PBT
82
Pictet Bank & Trust
Bahamas
$8.71M -$102K -1,153 -1%
HCP
83
Holt Capital Partners
Texas
$8.52M -$12.4K -140 -0.1%
SMA
84
Simply Money Advisors
Ohio
$8.49M -$1.02M -11,552 -11%
CA
85
Cornerstone Advisory
Maryland
$8.24M +$222K +2,510 +3%
Creative Planning
86
Creative Planning
Kansas
$8.23M -$190K -2,147 -2%
LNB
87
Ledyard National Bank
$8.13M -$543K -6,125 -6%
SWP
88
Stratos Wealth Partners
Ohio
$7.93M +$366K +4,133 +5%
VWM
89
Venturi Wealth Management
Texas
$7.74M -$2.91M -32,850 -27%
HCIA
90
Hochman Cole Investment Advisors
Illinois
$7.62M +$92.9K +1,048 +1%
GWM
91
Geneos Wealth Management
Colorado
$7.49M -$142K -1,597 -2%
JP Morgan Chase
92
JP Morgan Chase
New York
$7.26M -$221K -2,495 -3%
SBL
93
Sargent Bickham Lagudis
Colorado
$7.24M -$7.18K -81 -0.1%
1IA
94
1834 Investment Advisors
Wisconsin
$7.22M -$424K -4,781 -6%
RJT
95
Raymond James Trust
Florida
$6.89M +$251K +2,830 +4%
TG
96
Threshold Group
Washington
$6.76M
Fiera Capital (Canada)
97
Fiera Capital (Canada)
Quebec, Canada
$6.69M +$313K +3,536 +5%
WA
98
WealthTrust-Arizona
Arizona
$6.58M -$142K -1,600 -2%
ABC
99
Associated Banc-Corp
Wisconsin
$6.56M -$1.43M -16,133 -18%
Citigroup
100
Citigroup
New York
$6.39M -$2.19M -24,727 -26%

SDY Hedge Fund Activity: Q2 2017 in Review

569 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2017, worth a combined $4.96B — up 2.9% from $4.82B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SDY and 41 opened new positions — a net loss of 2 holders — while 217 trimmed existing stakes and 182 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $90.7M. The largest seller was Morgan Stanley, cutting an estimated $37.3M.

  • 569 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2017, down from 576 in Q1 2017.
  • Funds reported $4.96B of State Street SPDR S&P Dividend ETF stock for Q2 2017, up 2.9% quarter-over-quarter.
  • 41 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2017 and 43 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q2 2017 was LPL Financial, an estimated $90.7M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q2 2017 was Morgan Stanley, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2017.