State Street SPDR S&P Dividend ETF
1,051 hedge funds and large institutions have $8.8B invested in State Street SPDR S&P Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 342 increasing their positions, 414 reducing their positions, and 68 closing their positions.
94% more call options, than puts
Call options by funds: $14.8M | Put options by funds: $7.64M
0.22% less ownership
Funds ownership: 43.89% → 43.68% (-0.22%)
4% less funds holding
Funds holding: 1,095 → 1,051 (-44)
9% less capital invested
Capital invested by funds: $9.7B → $8.8B (-$900M)
13% less funds holding in top 10
Funds holding in top 10: 61 → 53 (-8)
17% less repeat investments, than reductions
Existing positions increased: 342 | Existing positions reduced: 414
44% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$95.7M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$72.1M |
| 3 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$35M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$28.2M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$140M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$57M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$52.6M |
| 4 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$34.9M |
| 5 |
Morgan Stanley
New York
|
-$34M |
SDY Hedge Fund Activity: Q3 2023 in Review
1,051 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2023, worth a combined $8.8B — down 9.3% from $9.7B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of SDY and 38 opened new positions — a net loss of 30 holders — while 414 trimmed existing stakes and 342 added.
The largest buyer was Pathstone Family Office, adding an estimated $95.7M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $140M.
- 1,051 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2023, down from 1,095 in Q2 2023.
- Funds reported $8.8B of State Street SPDR S&P Dividend ETF stock for Q3 2023, down 9.3% quarter-over-quarter.
- 38 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2023 and 68 closed out, a net change of -30 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $95.7M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $140M sold.
Based on aggregated 13F filings for Q3 2023.