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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
SF
101
Synovus Financial
Georgia
$11.3M -$738K -5,917 -6%
APA
102
American Portfolios Advisors
New York
$11.3M -$101K -811 -0.8%
CCM
103
Covington Capital Management
California
$11.2M -$165K -1,323 -1%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$11.2M +$692K +5,551 +6%
DAS
105
Dynamic Advisor Solutions
Arizona
$11M +$537K +4,305 +5%
LNC
106
Lincoln National Corp
Pennsylvania
$11M +$339K +2,716 +3%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$383K +3,075 +3%
CA
108
CoreCap Advisors
Michigan
$10.8M -$5.61M -44,998 -33%
SB
109
Simmons Bank
Arkansas
$10.7M -$796K -6,382 -7%
SL
110
Salomon & Ludwin
Virginia
$10.6M -$117K -941 -1%
US Bancorp
111
US Bancorp
Minnesota
$10.6M +$319K +2,558 +3%
BCM
112
Brookstone Capital Management
Illinois
$10.4M -$2.61M -20,948 -19%
WWM
113
Western Wealth Management
Colorado
$10.1M +$2.08M +16,682 +24%
FNC
114
First National Corp
Massachusetts
$9.92M -$291K -2,337 -3%
CFGS
115
Concourse Financial Group Securities
Alabama
$9.85M +$209K +1,677 +2%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$9.84M +$2.02M +16,193 +24%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$9.68M -$427K -3,424 -4%
WT
118
Whittier Trust
California
$9.68M +$3.8M +30,481 +60%
SRC
119
Sage Rhino Capital
California
$9.66M -$186K -1,491 -2%
TA
120
Tiedemann Advisors
New York
$9.58M
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$9.45M -$6.01M -48,179 -38%
CWMGP
122
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$9.29M +$76.1K +610 +0.8%
State Street
123
State Street
Massachusetts
$8.99M -$549K -4,401 -5%
PGFC
124
Peapack-Gladstone Financial Corp
New Jersey
$8.99M -$180K -1,442 -2%
William Blair & Company
125
William Blair & Company
Illinois
$8.68M -$13.5K -108 -0.1%

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.