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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
PMG
76
ProVise Management Group
Florida
$14.5M -$64.1K -514 -0.4%
Franklin Resources
77
Franklin Resources
California
$14.2M +$95.8K +768 +0.6%
MAM
78
Madison Asset Management
Wisconsin
$14.2M +$94.9K +761 +0.6%
PWAG
79
Polaris Wealth Advisory Group
California
$14.2M +$7.29M +58,451 +96%
NA
80
NewEdge Advisors
Louisiana
$14.1M +$4.72M +37,823 +47%
Mariner
81
Mariner
Kansas
$13.6M +$101K +807 +0.7%
AWS
82
Atria Wealth Solutions
New York
$13.6M +$1.73M +13,895 +14%
HCP
83
Holt Capital Partners
Texas
$13.3M +$839K +6,730 +6%
EWMCB
84
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13M -$318K -2,549 -2%
SMG
85
Smart Money Group
Texas
$12.9M +$1.45M +11,653 +12%
HSWM
86
Hubbell Strickland Wealth Management
Louisiana
$12.7M +$186K +1,494 +1%
Northern Trust
87
Northern Trust
Illinois
$12.7M +$1.04M +8,379 +9%
KTC
88
Kistler-Tiffany Companies
Pennsylvania
$12.5M +$94K +754 +0.7%
CI
89
CX Institutional
Indiana
$12.4M -$2.21M -17,764 -14%
ABC
90
Associated Banc-Corp
Wisconsin
$12.3M +$4.96M +39,744 +62%
MIAN
91
Mariner Independent Advisor Network
Kansas
$12.2M +$3.72M +29,851 +42%
NB
92
NBT Bank
New York
$12.1M +$1.48M +11,873 +13%
1832 Asset Management
93
1832 Asset Management
Ontario, Canada
$12.1M -$1.82M -14,625 -13%
WB
94
WesBanco Bank
West Virginia
$11.9M +$557K +4,470 +5%
NSLI
95
Nan Shan Life Insurance
Taiwan
$11.9M +$12.5M +100,370 New
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$11.9M -$3.69M -29,570 -23%
WFA
97
Wellspring Financial Advisors
Ohio
$11.8M -$1.16M -9,301 -9%
KIA
98
KCM Investment Advisors
California
$11.7M -$19.1K -153 -0.2%
PPW
99
Parcion Private Wealth
Washington
$11.5M -$2.66M -21,325 -18%
FMWA
100
Forvis Mazars Wealth Advisors
Missouri
$11.4M +$1.34M +10,768 +13%

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.