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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
RCM
1001
Rain Capital Management
Oregon
$13K
ANBT
1002
American National Bank & Trust
Texas
$12K
HI
1003
Hudock Inc
Pennsylvania
$12K +$125 +1 +1%
TVWM
1004
Tower View Wealth Management
Wisconsin
$12K +$125 +1 +1%
AIM
1005
Anchor Investment Management
South Carolina
$11.9K
SIM
1006
Studio Investment Management
Illinois
$10K +$10.2K +82 New
WWMSC
1007
Wagner Wealth Management (South Carolina)
South Carolina
$9K -$10.5K -84 -53%
AIP
1008
Ahrens Investment Partners
Louisiana
$8K -$25.7K -206 -76%
SFCL
1009
Strengthening Families & Communities LLC
Massachusetts
$8K
SIS
1010
Sound Income Strategies
Florida
$8K +$8.73K +70 New
WFA
1011
West Financial Advisors
Iowa
$7K
MRC
1012
Millburn Ridgefield Corp
New York
$6K -$40.3K -323 -86%
PFA
1013
Professional Financial Advisors
Nebraska
$6K
HCP
1014
Hexagon Capital Partners
Arkansas
$6K +$499 +4 +9%
RDFA
1015
Ritter Daniher Financial Advisory
Ohio
$5K
TFM
1016
TFC Financial Management
Massachusetts
$5K
WBC
1017
West Branch Capital
Massachusetts
$5K
WIM
1018
Westside Investment Management
California
$4.86K +$1.85M +14,819 +57%
FFA
1019
Fairfield Financial Advisors
Massachusetts
$4.78K +$4.99K +40 New
BPC
1020
Banque Pictet & Cie
Switzerland
$4.15K +$4.36M +35,000 New
TRCT
1021
Tower Research Capital (TRC)
New York
$4K -$1.43M -11,484 -100%
BEI
1022
Benjamin Edwards Inc
Missouri
$4K -$11.1K -89 -71%
CP
1023
Corbenic Partners
Pennsylvania
$4K
FMB
1024
Field & Main Bank
Kentucky
$4K +$4.49K +36 New
FA
1025
Fortis Advisors
Pennsylvania
$3K +$125 +1 +4%

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.