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State Street SPDR S&P Dividend ETF
SDY

325 hedge funds and large institutions have $3.46B invested in State Street SPDR S&P Dividend ETF in 2013 Q2 according to their latest regulatory filings, with 325 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $6.99M

29.14% more ownership

Funds ownership: 0% → 29.14% (+29%)

Holders
325
Holders Change
+325
Holders Change %
–
% of All Funds
10.6%
Holding in Top 10
38
Holding in Top 10 Change
+38
Holding in Top 10 Change %
% of All Funds
1.24%
New
325
Increased
–
Reduced
–
Closed
–
Calls
$11.2M
Puts
$6.99M
Net Calls
+$4.2M
Net Calls Change
+$4.2M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC World Market
151
CIBC World Market
Ontario, Canada
$1.21M +$1.23M +18,192 New
BII
152
Baring International Investment
United Kingdom
$1.17M +$1.17M +17,447 New
IC
153
InterOcean Capital
Illinois
$1.16M +$1.18M +17,520 New
HB
154
Homrich & Berg
Georgia
$1.15M +$1.16M +17,277 New
OFS
155
Orrstown Financial Services
Pennsylvania
$1.12M +$1.14M +16,957 New
PVH
156
Psagot Value Holdings
Israel
$1.06M +$1.07M +15,929 New
TFCP
157
Twin Focus Capital Partners
Massachusetts
$1.04M +$1.06M +15,679 New
CCM
158
Coldstream Capital Management
Washington
$1.01M +$1.02M +15,176 New
Northern Trust
159
Northern Trust
Illinois
$996K +$1.01M +15,016 New
WSCM
160
Wellington Shields Capital Management
New York
$992K +$1.01M +14,960 New
TBA
161
Train Babcock Advisors
New York
$987K +$1M +14,888 New
IH
162
IFC Holdings
Florida
$959K +$977K +14,500 New
PSI
163
Pinnacle Summer Investments
Virginia
$944K +$958K +14,232 New
CCM
164
Compton Capital Management
Rhode Island
$912K +$926K +13,751 New
WS
165
Wedbush Securities
California
$905K +$919K +13,651 New
RCM
166
Rotella Capital Management
Washington
$875K +$889K +13,200 New
ST
167
Spot Trading
Illinois
$875K +$889K +13,200 New
Bank of Nova Scotia
168
Bank of Nova Scotia
Ontario, Canada
$872K +$886K +13,154 New
BC
169
Brinker Capital
Pennsylvania
$864K +$878K +13,041 New
TSWM
170
Triangle Securities Wealth Management
North Carolina
$860K +$874K +12,972 New
SIA
171
Spruce Investment Advisors
Connecticut
$816K +$829K +12,307 New
MFBTD
172
MB Financial Bank - Trust Department
Illinois
$807K +$819K +12,165 New
CWM
173
Cabot Wealth Management
Massachusetts
$798K +$810K +12,032 New
DSC
174
Duncker Streett & Co
Missouri
$794K +$806K +11,970 New
TWA
175
TCI Wealth Advisors
Arizona
$764K +$776K +11,524 New
5 6
7
8 9

SDY Hedge Fund Activity: Q2 2013 in Review

325 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2013, worth a combined $3.46B.

Buyers outnumbered sellers: 325 funds opened new SDY positions and 0 closed out — a net gain of 325 holders — while 0 added to existing stakes and 0 trimmed.

  • 325 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.46B of State Street SPDR S&P Dividend ETF stock for Q2 2013.
  • 325 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2013 and 0 closed out, a net change of +325 holders.

Based on aggregated 13F filings for Q2 2013.