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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
GL
176
Graypoint LLC
New York
$5.6M +$69.7K +559 +1%
AWM
177
Aries Wealth Management
Maine
$5.52M +$5.8M +46,494 New
CWM
178
Cornerstone Wealth Management
Missouri
$5.51M +$302K +2,426 +6%
NL
179
NWAM LLC
Washington
$5.48M -$56.2K -451 -1%
Mirae Asset Global Investments
180
Mirae Asset Global Investments
South Korea
$5.46M +$623K +5,000 +12%
FAIM
181
Financial Advocates Investment Management
Washington
$5.37M +$33.7K +270 +0.6%
AWC
182
Adamsbrown Wealth Consultants
Kansas
$5.36M +$996K +7,989 +21%
SFWC
183
Strategic Family Wealth Counselors
New Jersey
$5.34M +$41.6K +334 +0.7%
NF
184
Nvest Financial
New Hampshire
$5.18M +$30.8K +247 +0.6%
AT
185
American Trust
Kentucky
$5.18M -$276K -2,217 -5%
FHA
186
First Horizon Advisors
Tennessee
$5.16M -$142K -1,141 -3%
CTC
187
Central Trust Company
Missouri
$5.14M +$388K +3,113 +8%
EFS
188
Essex Financial Services
Connecticut
$5.1M +$69.2K +555 +1%
AFG
189
Albion Financial Group
Utah
$5.07M +$137K +1,102 +3%
MWP
190
MYCIO Wealth Partners
Pennsylvania
$4.97M +$448K +3,590 +9%
BMM
191
Berkshire Money Management
Massachusetts
$4.93M +$5.18M +41,528 New
VWM
192
Valley Wealth Managers
New Jersey
$4.9M -$1.03M -8,240 -17%
PWA
193
Providence Wealth Advisors
Illinois
$4.82M -$58K -465 -1%
PWW
194
Pettyjohn Wood & White
Virginia
$4.66M +$25.4K +204 +0.5%
ST
195
Smithfield Trust
Pennsylvania
$4.66M +$1.9M +15,242 +63%
PWM
196
PRW Wealth Management
Massachusetts
$4.64M +$976K +7,825 +25%
MWA
197
Meridian Wealth Advisors
Texas
$4.57M +$1.01M +8,099 +27%
UWM
198
USAdvisors Wealth Management
Minnesota
$4.52M +$57.6K +462 +1%
HF
199
HRT Financial
New York
$4.45M -$374K -2,997 -7%
SPC
200
Sigma Planning Corp
Michigan
$4.22M +$889K +7,126 +25%

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.