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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
TC
201
TownSquare Capital
Utah
$4.21M -$4.46M -35,750 -50%
FCM
202
Firestone Capital Management
Florida
$4.17M -$59.7K -479 -1%
AIP
203
Ameritas Investment Partners
Nebraska
$4.12M +$21.2K +170 +0.5%
SW
204
SVB Wealth
Massachusetts
$3.99M +$373K +2,995 +10%
PC
205
Pecaut & Co
Iowa
$3.98M +$424K +3,399 +11%
CHA
206
Carmichael Hill & Associates
Maryland
$3.94M +$299K +2,399 +8%
CPC
207
Consolidated Planning Corp
Georgia
$3.92M +$4.11M +32,988 New
MFG
208
Merit Financial Group
Georgia
$3.86M +$3.6M +28,848 +781%
HCM
209
Hollencrest Capital Management
California
$3.82M
FF
210
Financial Futures
New Jersey
$3.81M +$1.42M +11,355 +55%
LF
211
LifeSteps Financial
California
$3.8M -$35.8K -287 -0.9%
UBG
212
United Bank (Georgia)
Georgia
$3.75M -$12.7K -102 -0.3%
CA
213
Cetera Advisors
Colorado
$3.73M -$141K -1,129 -3%
MBTD
214
Mechanics Bank - Trust Department
California
$3.65M -$71.7K -575 -2%
CAM
215
Cresset Asset Management
Illinois
$3.63M +$1.17M +9,381 +42%
IWC
216
Integrated Wealth Concepts
Massachusetts
$3.58M -$1.37M -10,982 -27%
T
217
TCWP
Ohio
$3.48M +$102K +820 +3%
NDSI
218
Newman Dignan & Sheerar Inc
Rhode Island
$3.47M -$1.75K -14 -0%
AIA
219
Avalon Investment & Advisory
Texas
$3.43M +$1.41M +11,320 +64%
MSAM
220
Moloney Securities Asset Management
Missouri
$3.4M -$141K -1,130 -4%
Citigroup
221
Citigroup
New York
$3.32M -$2.49K -20 -0.1%
SBL
222
Sargent Bickham Lagudis
Colorado
$3.3M +$78.4K +629 +2%
EWA
223
EP Wealth Advisors
California
$3.27M -$163K -1,311 -5%
MA
224
MAS Advisors
Florida
$3.24M -$33.9K -272 -1%
ACI
225
Alpha Cubed Investments
California
$3.21M -$375K -3,007 -10%

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.