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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
DBT
201
Dubuque Bank & Trust
Iowa
$523K +$531K +7,890 New
KeyBank National Association
202
KeyBank National Association
Ohio
$517K +$525K +7,792 New
BWM
203
Baystate Wealth Management
Massachusetts
$514K +$523K +7,759 New
BWM
204
Braver Wealth Management
Massachusetts
$513K +$521K +7,740 New
NA
205
Nottingham Advisors
New York
$508K +$517K +7,675 New
HC
206
Hourglass Capital
Texas
$507K +$515K +7,650 New
BPBT
207
Boston Private Bank & Trust
Massachusetts
$505K +$513K +7,624 New
TIM
208
Telemus Investment Management
Michigan
$498K +$506K +7,517 New
FA
209
FDx Advisors
Illinois
$494K +$502K +7,449 New
BP
210
Ballentine Partners
Massachusetts
$489K +$497K +7,378 New
AMG
211
Asset Management Group
Connecticut
$475K +$483K +7,169 New
GLA
212
Great Lakes Advisors
Illinois
$464K +$471K +7,000 New
ST
213
Smithfield Trust
Pennsylvania
$458K +$465K +6,910 New
SAM
214
Sawgrass Asset Management
Florida
$450K +$457K +6,785 New
MC
215
Miles Capital
Iowa
$439K +$446K +6,616 New
AAS
216
Annex Advisory Services
Wisconsin
$438K +$445K +6,611 New
PIM
217
Penobscot Investment Management
Massachusetts
$434K +$441K +6,542 New
SS
218
SG Select
Florida
$432K +$439K +6,513 New
RIA
219
Regal Investment Advisors
Michigan
$429K +$433K +6,430 New
WSA
220
Willow Street Advisors
Florida
$427K +$317K +4,700 New
SMA
221
Simply Money Advisors
Ohio
$421K +$428K +6,357 New
SIA
222
SeaBridge Investment Advisors
New Jersey
$420K +$426K +6,330 New
MPM
223
Meritage Portfolio Management
Kansas
$410K +$417K +6,190 New
SAM
224
Summit Asset Management
Tennessee
$397K +$404K +5,993 New
JWBC
225
J.W. Burns & Co
New York
$391K +$397K +5,891 New
7 8
9
10 11

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.