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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
SF
151
Synovus Financial
Georgia
$2.9M -$32.8K -370 -1%
BWM
152
Baystate Wealth Management
Massachusetts
$2.89M +$165K +1,867 +6%
CWM
153
Connecticut Wealth Management
Connecticut
$2.88M -$425K -4,793 -13%
HCM
154
Hollencrest Capital Management
California
$2.87M +$6.29K +71 +0.2%
WS
155
Wela Strategies
Georgia
$2.83M -$20.4K -230 -0.7%
BHTS
156
Bar Harbor Trust Services
Maine
$2.8M -$97.1K -1,096 -3%
CT
157
Coastline Trust
Rhode Island
$2.67M -$19.5K -220 -0.7%
Geode Capital Management
158
Geode Capital Management
Massachusetts
$2.64M
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$2.63M +$996K +11,242 +61%
PBO
160
Peoples Bank (Ohio)
Ohio
$2.6M -$112K -1,268 -4%
TCOV
161
Trust Company of Vermont
Vermont
$2.56M -$127K -1,432 -5%
VF
162
Virtu Financial
New York
$2.52M +$2.51M +28,322 New
OC
163
Oppenheimer & Co
New York
$2.5M -$144K -1,627 -5%
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$2.5M -$59.9K -676 -2%
BAM
165
Bruderman Asset Management
New York
$2.49M -$4.52K -51 -0.2%
AMG
166
Asset Management Group
Connecticut
$2.47M +$104K +1,173 +4%
CIC
167
Carnegie Investment Counsel
Ohio
$2.44M +$2.04K +23 +0.1%
IH
168
IFC Holdings
Florida
$2.38M -$949K -10,712 -29%
PFPT
169
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.38M +$1.95M +22,011 +464%
BAC
170
Boys Arnold & Co
North Carolina
$2.37M +$44.4K +501 +2%
HCA
171
Harbour Capital Advisors
Virginia
$2.36M -$39.9K -450 -2%
CS
172
Credit Suisse
Switzerland
$2.32M -$2.15M -24,209 -48%
GA
173
Geneva Advisors
Illinois
$2.27M +$6.82K +77 +0.3%
IWA
174
Intercontinental Wealth Advisors
Texas
$2.22M -$70.5K -796 -3%
SPC
175
Sigma Planning Corp
Michigan
$2.22M +$42.4K +478 +2%

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.