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State Street SPDR S&P Dividend ETF
SDY

1,026 hedge funds and large institutions have $8.66B invested in State Street SPDR S&P Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 437 increasing their positions, 254 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 437 | Existing positions reduced: 254

5% more funds holding in top 10

Funds holding in top 10: 61 → 64 (+3)

1.22% more ownership

Funds ownership: 41.99% → 43.21% (+1.2%)

7% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 57

1% more capital invested

Capital invested by funds: $8.62B → $8.66B (+$44.5M)

1% less funds holding

Funds holding: 1,033 → 1,026 (-7)

55% less call options, than puts

Call options by funds: $9.94M | Put options by funds: $21.9M

Holders
1,026
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
17.67%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
1.1%
New
61
Increased
437
Reduced
254
Closed
57
Calls
$9.94M
Puts
$21.9M
Net Calls
-$12M
Net Calls Change
-$4.93M

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$124M
2
Bank of America
Bank of America
North Carolina
+$83.8M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$69.4M
4
LPL Financial
LPL Financial
California
+$29.4M
5
GAMA
Graticule Asia Macro Advisors
New York
+$28.8M

Top Sellers

Rank Fund Capital Flow
1
CAAS
Capital Asset Advisory Services
Michigan
-$28.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.9M
3
NSLI
Nan Shan Life Insurance
Taiwan
-$11.9M
4
FCH
Freestone Capital Holdings
Washington
-$9.16M
5
RPWA
Regent Peak Wealth Advisors
Georgia
-$9.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
976
Lowe Wealth Advisors
Maryland
$24K – – –
POIA
977
Pin Oak Investment Advisors
Texas
$23K – – –
AP
978
Atwood & Palmer
Missouri
$22K – – –
CTB
979
Country Trust Bank
Illinois
$21K – – –
LWCFA
980
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K – – –
AWM
981
AllSquare Wealth Management
New York
$20K – – –
CLOS
982
Compagnie Lombard Odier SCmA
Switzerland
$20K – – –
MRCM
983
M&R Capital Management
New Jersey
$19K – – –
RCM
984
Raleigh Capital Management
North Carolina
$19K +$21.2K +172 New
FRA
985
Front Row Advisors
California
$18K – – –
MCM
986
MV Capital Management
Maryland
$18K – – –
KC
987
Kenfarb & Co
Kentucky
$18K +$20.2K +164 New
SWM
988
Sugarloaf Wealth Management
Georgia
$17K – – –
SMG
989
Spectrum Management Group
Indiana
$16K – – –
WPWM
990
Western Pacific Wealth Management
Illinois
$16K – – –
SPWG
991
Sage Private Wealth Group
Illinois
$15K – – –
PP
992
PrairieView Partners
Minnesota
$14K -$7.27K -59 -31%
CFO
993
CVA Family Office
Colorado
$14K – – –
JHCP
994
Jackson Hole Capital Partners
Oklahoma
$14K – – –
RAM
995
Riggs Asset Management
Pennsylvania
$14K – – –
RCM
996
Rain Capital Management
Oregon
$13K +$123 +1 +0.9%
CWA
997
Clearview Wealth Advisors
Oregon
$12K – – –
FCA
998
FinTrust Capital Advisors
South Carolina
$12K – – –
AIM
999
Anchor Investment Management
South Carolina
$11.2K – – –
TVWM
1000
Tower View Wealth Management
Wisconsin
$11K – – –
38 39
40
41 42

SDY Hedge Fund Activity: Q3 2022 in Review

1,026 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2022, worth a combined $8.66B — up 0.52% from $8.62B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SDY positions and 57 closed out — a net gain of 4 holders — while 437 added to existing stakes and 254 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $124M. The largest seller was Capital Asset Advisory Services, cutting an estimated $28.8M.

  • 1,026 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2022, down from 1,033 in Q2 2022.
  • Funds reported $8.66B of State Street SPDR S&P Dividend ETF stock for Q3 2022, up 0.52% quarter-over-quarter.
  • 61 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2022 and 57 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2022 was AssetMark Inc, an estimated $124M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2022 was Capital Asset Advisory Services, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2022.