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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
BA
176
Birinyi Associates
Connecticut
$729K +$741K +11,000 New
HSA
177
HBK Sorce Advisory
Pennsylvania
$728K +$739K +10,978 New
PFS
178
Prospera Financial Services
Texas
$719K +$724K +10,755 New
VFAM
179
Valley Forge Asset Management
Pennsylvania
$703K +$714K +10,600 New
BFO
180
Boston Family Office
Massachusetts
$703K +$714K +10,605 New
SSB
181
Sandy Spring Bank
Maryland
$701K +$712K +10,575 New
SAM
182
Scotia Asset Management
Ontario, Canada
$679K +$689K +10,230 New
LWI
183
Long Wharf Investors
Massachusetts
$669K +$680K +10,091 New
BKBG
184
BHF Kleinwort Benson Group
Belgium
$662K +$673K +9,989 New
AIP
185
Ameritas Investment Partners
Nebraska
$655K +$665K +9,880 New
CG
186
Colony Group
Massachusetts
$654K +$665K +9,875 New
Fidelity Investments
187
Fidelity Investments
Massachusetts
$647K +$652K +9,681 New
PMFA
188
Plante Moran Financial Advisors
Michigan
$645K +$656K +9,735 New
FHB
189
First Hawaiian Bank
Hawaii
$603K +$612K +9,093 New
GJIC
190
Gamble Jones Investment Counsel
California
$602K +$612K +9,084 New
WPC
191
White Pine Capital
Minnesota
$597K +$606K +9,000 New
LPC
192
Loeb Partners Corp
New York
$583K +$593K +8,800 New
EFS
193
Essex Financial Services
Connecticut
$567K +$576K +8,557 New
RMCM
194
Reynders McVeigh Capital Management
Massachusetts
$563K +$572K +8,491 New
MBT
195
Monroe Bank & Trust
Michigan
$548K +$556K +8,255 New
TF
196
Tompkins Financial
New York
$542K +$551K +8,175 New
CA
197
CapWealth Advisors
Tennessee
$537K +$546K +8,104 New
Natixis Advisors
198
Natixis Advisors
Massachusetts
$526K +$535K +7,941 New
KFS
199
KMS Financial Services
Washington
$525K +$533K +7,911 New
RCAG
200
Rehmann Capital Advisory Group
Michigan
$523K +$531K +7,883 New
6 7
8
9 10

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.