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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
HSA
1051
HBK Sorce Advisory
Pennsylvania
-$392K -3,056 Closed
EVM
1052
Eaton Vance Management
Massachusetts
-$375K -2,927 Closed
LB
1053
Leo Brokerage
Texas
-$328K -2,560 Closed
CA
1054
Continuum Advisory
Idaho
-$298K -2,405 Closed
LFG
1055
Lockerman Financial Group
California
-$277K -2,160 Closed
WCG
1056
Wall Capital Group
Arizona
-$263K -2,052 Closed
BONST
1057
Bank of Nova Scotia Trust
Ontario, Canada
-$255K -1,990 Closed
PO
1058
Private Ocean
California
-$252K -1,970 Closed
EWM
1059
Elmwood Wealth Management
California
-$245K -1,914 Closed
CT
1060
Cambridge Trust
Massachusetts
-$237K -1,850 Closed
BFA
1061
Beacon Financial Advisory
Ohio
-$235K -1,834 Closed
OGF
1062
Orin Green Financial
California
-$235K -1,832 Closed
ACM
1063
Advisors Capital Management
New Jersey
-$234K -1,828 Closed
SLWA
1064
San Luis Wealth Advisors
California
-$231K -1,786 Closed
RW
1065
RVW Wealth
California
-$226K -1,764 Closed
EI
1066
Ethic Inc
New York
-$224K -1,747 Closed
CBFP
1067
Cedar Brook Financial Partners
Ohio
-$223K -1,739 Closed
TCBWMS
1068
Texas Capital Bank Wealth Management Services
Texas
-$223K -1,737 Closed
SWMG
1069
Signature Wealth Management Group
Georgia
-$216K -1,684 Closed
WWM
1070
Windsor Wealth Management
Indiana
-$216K -1,662 Closed
AA
1071
Apriem Advisors
California
-$211K -1,649 Closed
ACM
1072
AlphaStar Capital Management
North Carolina
-$209K -1,628 Closed
NPA
1073
Nichols & Pratt Advisers
Massachusetts
-$208K -1,625 Closed
GC
1074
Gibson Capital
Pennsylvania
-$207K -1,622 Closed
ESB
1075
Essex Savings Bank
Connecticut
-$207K -1,614 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.