We are live on ! Find out more
SDY icon

State Street SPDR S&P Dividend ETF

575 hedge funds and large institutions have $5.09B invested in State Street SPDR S&P Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $3.32M

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

6% more funds holding in top 10

Funds holding in top 10: 4851 (+3)

1% more funds holding

Funds holding: 569575 (+6)

2% more capital invested

Capital invested by funds: $4.96B → $5.09B (+$121M)

0.27% more ownership

Funds ownership: 31.78%32.05% (+0.27%)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 208

Holders
575
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
14.34%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
35
Increased
188
Reduced
208
Closed
24
Calls
$5.6M
Puts
$3.32M
Net Calls
+$2.27M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
151
Mechanics Bank - Trust Department
California
$3.46M -$39.6K -442 -1%
FNBT
152
FineMark National Bank & Trust
Florida
$3.44M -$8.96K -100 -0.3%
IP
153
Investment Partners
Ohio
$3.3M +$45.7K +510 +1%
BAAM
154
Baker Avenue Asset Management
California
$3.28M -$193K -2,150 -6%
ZIC
155
ZWJ Investment Counsel
Georgia
$3.23M -$6.81K -76 -0.2%
BSW
156
Buckingham Strategic Wealth
Missouri
$3.2M -$1.73M -19,320 -36%
OAM
157
Occidental Asset Management
California
$3.11M +$13.5K +151 +0.4%
IH
158
IFC Holdings
Florida
$3.09M +$618K +6,901 +26%
BWM
159
Baystate Wealth Management
Massachusetts
$3.08M +$109K +1,219 +4%
DW
160
Domani Wealth
Pennsylvania
$3.08M -$764K -8,528 -20%
AMM
161
American Money Management
California
$3.08M -$43K -480 -1%
HCM
162
Hollencrest Capital Management
California
$3.07M +$124K +1,383 +4%
Millennium Management
163
Millennium Management
New York
$3.05M +$1.02M +11,340 +51%
CWM
164
Connecticut Wealth Management
Connecticut
$3.03M +$45.2K +504 +2%
RBC
165
Roble Belko & Company
Pennsylvania
$2.89M -$152K -1,698 -5%
SF
166
Synovus Financial
Georgia
$2.88M -$94.7K -1,057 -3%
BHTS
167
Bar Harbor Trust Services
Maine
$2.83M -$38.4K -429 -1%
Geode Capital Management
168
Geode Capital Management
Massachusetts
$2.71M
PBO
169
Peoples Bank (Ohio)
Ohio
$2.65M -$11.6K -129 -0.4%
AMG
170
Asset Management Group
Connecticut
$2.6M +$61.7K +689 +2%
TCOV
171
Trust Company of Vermont
Vermont
$2.6M -$35.6K -397 -1%
WS
172
Wela Strategies
Georgia
$2.53M -$375K -4,184 -13%
CIC
173
Carnegie Investment Counsel
Ohio
$2.52M -$22.7K -253 -0.9%
CT
174
Coastline Trust
Rhode Island
$2.52M -$224K -2,495 -8%
BAM
175
Bruderman Asset Management
New York
$2.48M -$75.3K -840 -3%

SDY Hedge Fund Activity: Q3 2017 in Review

575 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2017, worth a combined $5.09B — up 2.4% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SDY positions and 24 closed out — a net gain of 11 holders — while 188 added to existing stakes and 208 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $21.8M. The largest seller was Bank of America, cutting an estimated $45.9M.

  • 575 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2017, up from 569 in Q2 2017.
  • Funds reported $5.09B of State Street SPDR S&P Dividend ETF stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 35 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2017 and 24 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $21.8M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2017 was Bank of America, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2017.