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State Street SPDR S&P Dividend ETF

569 hedge funds and large institutions have $4.96B invested in State Street SPDR S&P Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 182 increasing their positions, 217 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $14M | Put options by funds: $4.28M

3% more capital invested

Capital invested by funds: $4.82B → $4.96B (+$140M)

0.81% more ownership

Funds ownership: 30.97%31.78% (+0.81%)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

1% less funds holding

Funds holding: 576569 (-7)

2% less funds holding in top 10

Funds holding in top 10: 4948 (-1)

16% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 217

Holders
569
Holders Change
-7
Holders Change %
-1.22%
% of All Funds
14.19%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
1.2%
New
41
Increased
182
Reduced
217
Closed
43
Calls
$14M
Puts
$4.28M
Net Calls
+$9.72M
Net Calls Change
-$6.27M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
101
UMB Bank
Missouri
$6.3M +$419K +4,732 +7%
PP
102
PagnatoKarp Partners
Virginia
$6.05M -$1.19M -13,475 -17%
1832 Asset Management
103
1832 Asset Management
Ontario, Canada
$5.97M +$1.38M +15,568 +30%
SQA
104
Simon Quick Advisors
New Jersey
$5.87M +$17.7K +200 +0.3%
LWA
105
Lowe Wealth Advisors
Maryland
$5.78M +$168K +1,895 +3%
NCM
106
Neumann Capital Management
California
$5.58M -$276K -3,119 -5%
CAN
107
Cetera Advisor Networks
California
$5.55M -$1.26M -14,186 -18%
FA
108
Fagan Associates
New York
$5.42M -$2.39K -27 -0%
AI
109
Atria Investments
North Carolina
$5.4M -$2.69M -30,352 -33%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$5.25M +$1.62M +18,320 +45%
US Bancorp
111
US Bancorp
Minnesota
$5.22M +$321K +3,627 +7%
WTC
112
WhitTier Trust Company
Nevada
$5.21M -$193K -2,173 -4%
GT
113
Greenleaf Trust
Michigan
$5.18M +$445K +5,025 +9%
VSWA
114
Vontobel Swiss Wealth Advisors
Switzerland
$5.1M +$451K +5,091 +10%
CNBT
115
Canandaigua National Bank & Trust
New York
$4.96M +$4.95M +55,832 New
FAAS
116
First Allied Advisory Services
California
$4.87M +$327K +3,691 +7%
BSW
117
Buckingham Strategic Wealth
Missouri
$4.83M -$353K -3,988 -7%
CTC
118
Central Trust Company
Missouri
$4.77M -$260K -2,937 -5%
CI
119
Conning Inc
Connecticut
$4.72M +$23K +260 +0.5%
SPIA
120
Steward Partners Investment Advisory
New York
$4.62M +$1.31M +14,832 +40%
WCMN
121
Westchester Capital Management (Nebraska)
Nebraska
$4.57M -$1.46M -16,480 -24%
AC
122
Alexandria Capital
Virginia
$4.55M -$308K -3,477 -6%
DG
123
Davidson & Garrard
Virginia
$4.4M -$184K -2,076 -4%
FHA
124
Flagship Harbor Advisors
Massachusetts
$4.3M -$4.96K -56 -0.1%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$4.27M +$409K +4,620 +11%

SDY Hedge Fund Activity: Q2 2017 in Review

569 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2017, worth a combined $4.96B — up 2.9% from $4.82B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SDY and 41 opened new positions — a net loss of 2 holders — while 217 trimmed existing stakes and 182 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $90.7M. The largest seller was Morgan Stanley, cutting an estimated $37.3M.

  • 569 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2017, down from 576 in Q1 2017.
  • Funds reported $4.96B of State Street SPDR S&P Dividend ETF stock for Q2 2017, up 2.9% quarter-over-quarter.
  • 41 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2017 and 43 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q2 2017 was LPL Financial, an estimated $90.7M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q2 2017 was Morgan Stanley, an estimated $37.3M sold.

Based on aggregated 13F filings for Q2 2017.