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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
PMFA
201
Plante Moran Financial Advisors
Michigan
$1.61M -$3.63K -41 -0.2%
BFC
202
Blue Fin Capital
Rhode Island
$1.61M -$65.7K -741 -4%
CCG
203
Cypress Capital Group
Florida
$1.57M -$506K -5,715 -24%
HR
204
Howe & Rusling
New York
$1.57M +$101K +1,138 +7%
CG
205
Colony Group
Massachusetts
$1.57M +$401K +4,522 +34%
BAM
206
Baring Asset Management
United Kingdom
$1.56M -$275K -3,100 -15%
FA
207
FCG Advisors
New Jersey
$1.54M -$1.68K -19 -0.1%
AW
208
ACG Wealth
Georgia
$1.52M -$31K -350 -2%
SPL
209
Smart Portfolios LLC
Washington
$1.52M +$78.4K +885 +5%
APP
210
Avantax Planning Partners
Iowa
$1.49M -$129K -1,452 -8%
TFCP
211
Twin Focus Capital Partners
Massachusetts
$1.49M -$7.71K -87 -0.5%
MHS
212
M Holdings Securities
Oregon
$1.46M -$217K -2,454 -13%
MSAM
213
Moloney Securities Asset Management
Missouri
$1.45M +$37.7K +425 +3%
FPS
214
Fieldpoint Private Securities
Connecticut
$1.44M +$1.43M +16,175 +24,885%
LWAC
215
Laurel Wealth Advisors (California)
California
$1.42M +$89 +1 +0%
PVH
216
Psagot Value Holdings
Israel
$1.42M
BJL
217
Brighton Jones LLC
Washington
$1.34M +$1.34M +15,089 New
AIP
218
Ameritas Investment Partners
Nebraska
$1.31M +$47.6K +537 +4%
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.3M -$71.5K -807 -5%
DC
220
Davenport & Co
Virginia
$1.29M +$296K +3,341 +30%
SHWM
221
Smith & Howard Wealth Management
Georgia
$1.29M -$2.42M -27,321 -65%
GT
222
Glenmede Trust
Pennsylvania
$1.26M
IC
223
InterOcean Capital
Illinois
$1.26M
GEA
224
Glen Eagle Advisors
New Jersey
$1.24M -$16.1K -182 -1%
BAS
225
Brown Advisory Securities
Maryland
$1.21M +$456K +5,144 +61%

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.