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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
FI
1076
Financial Insights
Washington
-$206K -1,608 Closed
HCM
1077
Howland Capital Management
Massachusetts
-$206K -1,607 Closed
MKA
1078
M. Kulyk & Associates
Georgia
-$205K -1,602 Closed
AMBIA
1079
Allen Mooney & Barnes Investment Advisors
Georgia
-$202K -1,575 Closed
KCM
1080
Kathmere Capital Management
Pennsylvania
-$202K -1,575 Closed
CWM
1081
C2C Wealth Management
Arizona
-$201K -1,524 Closed
AIA
1082
Armor Investment Advisors
North Carolina
-$96K -753 Closed
LWMNY
1083
Landmark Wealth Management (New York)
New York
-$694 -694 Closed
BHWM
1084
Beaird Harris Wealth Management
Texas
-$72K -562 Closed
TCM
1085
Tradewinds Capital Management
Washington
-$71K -558 Closed
CG
1086
Cutler Group
California
-$64K -500 Closed
GAM
1087
Gemmer Asset Management
California
-$47K -371 Closed
FAG
1088
Fortitude Advisory Group
Washington
-$45K -350 Closed
FCMA
1089
Foresight Capital Management Advisors
Michigan
-$26K -204 Closed
HA
1090
Herold Advisors
New York
-$17.2K -134 Closed
Optiver Holding
1091
Optiver Holding
Netherlands
-$16K -125 Closed
RFWA
1092
RPg Family Wealth Advisory
Massachusetts
-$16K -125 Closed
HWMA
1093
Heritage Wealth Management (Arizona)
Arizona
-$8K -65 Closed
AAP
1094
Arax Advisory Partners
Colorado
-$7K -57 Closed
OSAM
1095
O'Shaughnessy Asset Management
Connecticut
-$1K -6 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.