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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
Bank of Montreal
976
Bank of Montreal
Ontario, Canada
$26K -$675K -5,411 -2%
LWA
977
Lowe Wealth Advisors
Maryland
$26K
ME
978
McIlrath & Eck
Washington
$26K
POIA
979
Pin Oak Investment Advisors
Texas
$25K
AP
980
Atwood & Palmer
Missouri
$24K
ACA
981
Atlas Capital Advisors
Wyoming
$23.7K
CTB
982
Country Trust Bank
Illinois
$22K -$1.87K -15 -8%
PP
983
PrairieView Partners
Minnesota
$22K +$7.23K +58 +45%
LWCFA
984
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K +$23.6K +189 New
AWM
985
AllSquare Wealth Management
New York
$21K
CLOS
986
Compagnie Lombard Odier SCmA
Switzerland
$21K
MRCM
987
M&R Capital Management
New Jersey
$21K
FRA
988
Front Row Advisors
California
$19K
MCM
989
MV Capital Management
Maryland
$19K
SWM
990
Sugarloaf Wealth Management
Georgia
$18K +$18.5K +148 New
LDFR
991
Lehman & Derafelo Financial Resources
Pennsylvania
$18K +$18.7K +150 New
SMG
992
Spectrum Management Group
Indiana
$17K
WPWM
993
Western Pacific Wealth Management
Illinois
$17K
SPWG
994
Sage Private Wealth Group
Illinois
$16K
HFA
995
HC Financial Advisors
California
$16K +$12K +96 +240%
CFO
996
CVA Family Office
Colorado
$15K
JHCP
997
Jackson Hole Capital Partners
Oklahoma
$15K
RAM
998
Riggs Asset Management
Pennsylvania
$15K
CWA
999
Clearview Wealth Advisors
Oregon
$13K
FCA
1000
FinTrust Capital Advisors
South Carolina
$13K

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.