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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
FCAS
1026
First Command Advisory Services
Texas
$3K +$2.99K +24 New
MBFW
1027
Morton Brown Family Wealth
Pennsylvania
$2K
GC
1028
Gould Capital
Washington
$2K +$2.37K +19 New
IAIM
1029
International Assets Investment Management
Florida
$1.18K +$66K +529 +6%
LPWM
1030
Lake Point Wealth Management
Texas
$1K
HT
1031
HighTower Trust
Texas
$758 +$525K +4,210 +192%
BRWM
1032
B. Riley Wealth Management
Tennessee
$509 +$280K +2,248 +110%
BIM
1033
Baldwin Investment Management
Pennsylvania
$291 -$3.12K -25 -1%
RDIA
1034
RE Dickinson Investment Advisors
Iowa
$36
HIM
1035
Hanlon Investment Management
New Jersey
-$11.1M -86,777 Closed
Citadel Advisors
1036
Citadel Advisors
Florida
-$6.53M -52,373 Closed
Qube Research & Technologies (QRT)
1037
Qube Research & Technologies (QRT)
United Kingdom
-$3.61M -28,210 Closed
Renaissance Technologies
1038
Renaissance Technologies
New York
-$2.37M -18,500 Closed
HWM
1039
Howard Wealth Management
Connecticut
-$1.33M -10,397 Closed
FFA
1040
Freedman Financial Associates
Massachusetts
-$1.16M -9,030 Closed
CCA
1041
Checchi Capital Advisers
California
-$985K -7,688 Closed
FPS
1042
Fieldpoint Private Securities
Connecticut
-$911K -7,110 Closed
PFM
1043
Phillips Financial Management
Indiana
-$883K -6,893 Closed
BHTS
1044
Bar Harbor Trust Services
Maine
-$476K -3,715 Closed
YIH
1045
Y-Intercept (HK)
Hong Kong
-$458K -3,577 Closed
CCM
1046
Compton Capital Management
Rhode Island
-$453K -3,536 Closed
FANJ
1047
Financial Architects (New Jersey)
New Jersey
-$444K -3,462 Closed
OAM
1048
Oak Asset Management
California
-$439K -3,425 Closed
CI
1049
Chartist Inc
California
-$434K -3,386 Closed
FPB
1050
First PREMIER Bank
South Dakota
-$413K -3,225 Closed

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.