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State Street SPDR S&P Dividend ETF

575 hedge funds and large institutions have $5.09B invested in State Street SPDR S&P Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 188 increasing their positions, 208 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $3.32M

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

6% more funds holding in top 10

Funds holding in top 10: 4851 (+3)

1% more funds holding

Funds holding: 569575 (+6)

2% more capital invested

Capital invested by funds: $4.96B → $5.09B (+$121M)

0.27% more ownership

Funds ownership: 31.78%32.05% (+0.27%)

10% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 208

Holders
575
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
14.34%
Holding in Top 10
51
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.25%
% of All Funds
1.27%
New
35
Increased
188
Reduced
208
Closed
24
Calls
$5.6M
Puts
$3.32M
Net Calls
+$2.27M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
201
Chemical Bank
Michigan
$1.79M -$185K -2,070 -10%
MPM
202
Meritage Portfolio Management
Kansas
$1.75M -$896 -10 -0.1%
GT
203
Glenmede Trust
Pennsylvania
$1.75M +$427K +4,763 +33%
MC
204
Moors & Cabot
Massachusetts
$1.73M -$185K -2,063 -10%
DBIA
205
Dumont & Blake Investment Advisors
New Jersey
$1.68M -$10.8K -120 -0.6%
BFC
206
Blue Fin Capital
Rhode Island
$1.68M +$20.6K +230 +1%
MSAM
207
Moloney Securities Asset Management
Missouri
$1.62M +$133K +1,480 +9%
Jane Street
208
Jane Street
New York
$1.61M +$1.58M +17,617 New
CCG
209
Cypress Capital Group
Florida
$1.61M -$8.96K -100 -0.6%
HR
210
Howe & Rusling
New York
$1.56M -$52.1K -582 -3%
APP
211
Avantax Planning Partners
Iowa
$1.55M +$15.1K +168 +1%
CG
212
Colony Group
Massachusetts
$1.55M -$64.8K -723 -4%
PMFA
213
Plante Moran Financial Advisors
Michigan
$1.54M -$112K -1,255 -7%
SPL
214
Smart Portfolios LLC
Washington
$1.53M -$34.6K -386 -2%
TFCP
215
Twin Focus Capital Partners
Massachusetts
$1.53M +$627 +7 +0%
FA
216
FCG Advisors
New Jersey
$1.51M -$76.6K -855 -5%
KWM
217
Kingsview Wealth Management
Oregon
$1.5M +$330K +3,682 +29%
LWAC
218
Laurel Wealth Advisors (California)
California
$1.49M +$26.9K +300 +2%
ACI
219
Alpha Cubed Investments
California
$1.46M +$313K +3,496 +28%
Chevy Chase Trust
220
Chevy Chase Trust
Maryland
$1.46M +$1.43M +16,000 New
PVH
221
Psagot Value Holdings
Israel
$1.46M
AW
222
ACG Wealth
Georgia
$1.44M -$122K -1,360 -8%
MRC
223
Millburn Ridgefield Corp
New York
$1.44M -$438K -4,888 -24%
BAM
224
Baring Asset Management
United Kingdom
$1.44M -$161K -1,800 -10%
FPS
225
Fieldpoint Private Securities
Connecticut
$1.43M -$53.8K -600 -4%

SDY Hedge Fund Activity: Q3 2017 in Review

575 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2017, worth a combined $5.09B — up 2.4% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SDY positions and 24 closed out — a net gain of 11 holders — while 188 added to existing stakes and 208 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $21.8M. The largest seller was Bank of America, cutting an estimated $45.9M.

  • 575 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2017, up from 569 in Q2 2017.
  • Funds reported $5.09B of State Street SPDR S&P Dividend ETF stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 35 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2017 and 24 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q3 2017 was Raymond James & Associates, an estimated $21.8M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q3 2017 was Bank of America, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2017.