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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
TFA
126
TPG Financial Advisors
Oregon
$8.56M -$8.71M -69,892 -49%
DWP
127
Destiny Wealth Partners
Florida
$8.51M +$24.6K +197 +0.3%
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$8.27M +$295K +2,368 +4%
MA
129
MONECO Advisors
Connecticut
$8.22M +$2.42M +19,394 +39%
AAS
130
Ameritas Advisory Services
Nebraska
$8.08M -$757K -6,069 -8%
Jones Financial Companies
131
Jones Financial Companies
Missouri
$8.07M -$289K -2,316 -3%
RJT
132
Raymond James Trust
Florida
$7.88M +$69.2K +555 +0.8%
SWP
133
Stratos Wealth Partners
Ohio
$7.88M +$30.5K +245 +0.4%
NCM
134
Neumann Capital Management
California
$7.88M +$262K +2,100 +3%
DWM
135
Denver Wealth Management
Colorado
$7.86M +$8.25M +66,192 New
PWM
136
Peterson Wealth Management
Nevada
$7.84M -$907K -7,275 -10%
1IA
137
1834 Investment Advisors
Wisconsin
$7.8M -$785K -6,292 -9%
OC
138
Oppenheimer & Co
New York
$7.75M +$2.5M +20,055 +44%
M&T Bank
139
M&T Bank
New York
$7.68M +$50.9K +408 +0.6%
CC
140
Corsicana & Co
Texas
$7.65M +$159K +1,275 +2%
WIC
141
Whitegate Investment Counselors
New Hampshire
$7.63M -$16.1K -129 -0.2%
EH
142
Equitable Holdings
New York
$7.62M +$225K +1,801 +3%
SI
143
Stephens Inc
Arkansas
$7.51M -$213K -1,709 -3%
CWM
144
Chicago Wealth Management
Illinois
$7.51M +$474K +3,804 +6%
CG
145
Colony Group
Massachusetts
$7.5M +$235K +1,884 +3%
CCWA
146
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.4M +$125 +1 +0%
PCG
147
Prosperity Consulting Group
Maryland
$7.35M -$11K -88 -0.1%
Deutsche Bank
148
Deutsche Bank
Germany
$7.15M -$139K -1,114 -2%
GT
149
Greenleaf Trust
Michigan
$7.09M +$135K +1,080 +2%
LSA
150
Lansing Street Advisors
Pennsylvania
$7.07M +$2.24M +17,949 +43%

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.