We are live on ! Find out more
SDY icon

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
MLFP
176
MPS Loria Financial Planners
Illinois
$2.21M +$2.2M +24,860 New
SGCA
177
Steel Grove Capital Advisors
Tennessee
$2.21M +$946K +10,673 +75%
BFEC
178
Benjamin F. Edwards & Company
Missouri
$2.17M +$129K +1,459 +6%
HFA
179
High Falls Advisors
New York
$2.15M +$532 +6 +0%
LWM
180
Lenox Wealth Management
Ohio
$2.12M -$711K -8,019 -25%
Natixis Advisors
181
Natixis Advisors
Massachusetts
$2.11M +$50.9K +574 +2%
VFA
182
Voya Financial Advisors
Connecticut
$2.09M +$133K +1,505 +7%
MA
183
Montag & Associates
Georgia
$2.04M -$408K -4,600 -17%
NL
184
NWAM LLC
Washington
$2.02M +$480K +5,411 +31%
Millennium Management
185
Millennium Management
New York
$1.96M +$1.42M +16,075 +267%
DMC
186
Drexel Morgan & Co
Pennsylvania
$1.96M -$3.1K -35 -0.2%
AC
187
Abbrea Capital
California
$1.94M -$65.9K -744 -3%
Brown Advisory
188
Brown Advisory
Maryland
$1.94M +$279K +3,150 +17%
CB
189
Chemical Bank
Michigan
$1.93M -$7.89K -89 -0.4%
MC
190
Moors & Cabot
Massachusetts
$1.88M -$39.3K -443 -2%
YWP
191
YorkBridge Wealth Partners
New York
$1.85M +$9.75K +110 +0.5%
OBWP
192
O'Brien Wealth Partners
Massachusetts
$1.84M -$566K -6,390 -24%
MRC
193
Millburn Ridgefield Corp
New York
$1.83M -$266K -3,005 -13%
PAS
194
Partnervest Advisory Services
California
$1.82M +$16.7K +188 +0.9%
MPM
195
Meritage Portfolio Management
Kansas
$1.71M -$24.4K -275 -1%
EFS
196
Essex Financial Services
Connecticut
$1.68M +$50.5K +570 +3%
HB
197
Homrich & Berg
Georgia
$1.66M -$365K -4,118 -18%
DBIA
198
Dumont & Blake Investment Advisors
New Jersey
$1.65M +$22.2K +250 +1%
LP
199
LGL Partners
Pennsylvania
$1.63M +$9.3K +105 +0.6%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$1.62M -$175K -1,970 -10%

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.