We are live on ! Find out more
SDY icon

State Street SPDR S&P Dividend ETF

439 hedge funds and large institutions have $4.12B invested in State Street SPDR S&P Dividend ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 141 increasing their positions, 186 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $2.78M

1.04% more ownership

Funds ownership: 32.93%33.96% (+1%)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

5% less capital invested

Capital invested by funds: $4.32B → $4.12B (-$201M)

1% less funds holding

Funds holding: 444439 (-5)

6% less funds holding in top 10

Funds holding in top 10: 4845 (-3)

24% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 186

Holders
439
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
12.26%
Holding in Top 10
45
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.25%
% of All Funds
1.26%
New
26
Increased
141
Reduced
186
Closed
27
Calls
$16.5M
Puts
$2.78M
Net Calls
+$13.7M
Net Calls Change
-$901K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
151
Occidental Asset Management
California
$1.64M -$157K -2,086 -8%
AMG
152
Asset Management Group
Connecticut
$1.63M -$23.5K -312 -1%
GT
153
Greenleaf Trust
Michigan
$1.62M -$22.6K -300 -1%
CWM
154
Concert Wealth Management
California
$1.61M -$484K -6,429 -22%
Jane Street
155
Jane Street
New York
$1.58M -$435K -5,779 -21%
HC
156
HHG & Company
Connecticut
$1.58M -$152K -2,014 -8%
BWM
157
Baystate Wealth Management
Massachusetts
$1.56M +$38.8K +515 +2%
ACI
158
Alpha Cubed Investments
California
$1.54M -$27.8K -369 -2%
SG Americas Securities
159
SG Americas Securities
New York
$1.53M +$464K +6,170 +41%
DBT
160
Dubuque Bank & Trust
Iowa
$1.5M +$1.16M +15,430 +285%
LIA
161
LS Investment Advisors
Michigan
$1.47M +$677 +9 +0%
TFCP
162
Twin Focus Capital Partners
Massachusetts
$1.45M +$30.9K +410 +2%
NFG
163
Nadler Financial Group
Illinois
$1.44M -$138K -1,827 -8%
ABC
164
Associated Banc-Corp
Wisconsin
$1.44M +$11.6K +154 +0.8%
BFEC
165
Benjamin F. Edwards & Company
Missouri
$1.39M -$58.7K -780 -4%
FPA
166
Fieldpoint Private Advisors
New York
$1.36M
DBIA
167
Dumont & Blake Investment Advisors
New Jersey
$1.35M -$12.4K -165 -0.9%
BFC
168
Blue Fin Capital
Rhode Island
$1.34M -$55.4K -736 -4%
EFS
169
Essex Financial Services
Connecticut
$1.34M
HB
170
Homrich & Berg
Georgia
$1.34M -$143K -1,901 -9%
MPM
171
Meritage Portfolio Management
Kansas
$1.34M +$846K +11,245 +154%
ICAS
172
Investors Capital Advisory Services
Massachusetts
$1.32M -$60.1K -799 -4%
LMIM
173
Lockheed Martin Investment Management
Maryland
$1.31M
FA
174
FCG Advisors
New Jersey
$1.28M -$125K -1,661 -9%
SFT
175
Simmons First Trust
Arkansas
$1.27M -$762K -10,120 -36%