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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
AWG
151
Altus Wealth Group
Colorado
$7.03M -$1.31M -10,541 -15%
RWIA
152
Roger Wittlin Investment Advisory
California
$6.85M +$7.19M +57,687 New
FHA
153
Flagship Harbor Advisors
Massachusetts
$6.82M -$150K -1,202 -2%
AWS
154
AJ Wealth Strategies
New York
$6.57M -$12.7M -101,659 -65%
CA
155
Cornerstone Advisory
Maryland
$6.46M -$1.36M -10,897 -17%
RFC
156
Regions Financial Corp
Alabama
$6.42M -$171K -1,373 -2%
AMM
157
American Money Management
California
$6.27M +$515K +4,133 +8%
BWFA
158
Baltimore-Washington Financial Advisors
Maryland
$6.23M +$869K +6,971 +15%
PD
159
Planning Directions
Pennsylvania
$6.23M +$1.27M +10,212 +24%
SDAM
160
Shulman DeMeo Asset Management
New York
$6.13M -$483K -3,874 -7%
DC
161
Davenport & Co
Virginia
$6.08M +$3.97M +31,836 +165%
FFS
162
Founders Financial Securities
Maryland
$6.07M -$2.86M -22,974 -31%
SMFG
163
Sumitomo Mitsui Financial Group
Japan
$6.05M -$553K -4,437 -8%
HI
164
Horizon Investments
North Carolina
$6.03M -$3.3M -26,487 -34%
CPFP
165
Clear Perspectives Financial Planning
Ohio
$5.94M +$6.23M +49,979 +86,171%
TFS
166
TrustCore Financial Services
Tennessee
$5.91M -$206K -1,649 -3%
AP
167
Americana Partners
Texas
$5.88M +$471K +3,774 +8%
GB
168
Gunma Bank
Japan
$5.82M +$6.11M +49,000 New
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$5.81M -$24.3K -195 -0.4%
FA
170
FDx Advisors
Illinois
$5.8M -$177K -1,418 -3%
AF
171
Allworth Financial
California
$5.79M -$683K -5,480 -10%
WTC
172
WhitTier Trust Company
Nevada
$5.76M +$788K +6,318 +15%
AAS
173
Avantax Advisory Services
Texas
$5.74M -$196K -1,569 -3%
IA
174
IFG Advisory
Georgia
$5.62M +$3.41M +27,329 +136%
TPW
175
TL Private Wealth
Texas
$5.62M -$36K -289 -0.6%

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.