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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
Morgan Stanley
1
Morgan Stanley
New York
$344M +$349M +5,182,219 New
Bank of America
2
Bank of America
North Carolina
$262M +$267M +3,957,427 New
Bank of New York Mellon
3
Bank of New York Mellon
New York
$232M +$235M +3,492,133 New
State Street
4
State Street
Massachusetts
$222M +$225M +3,344,675 New
U
5
UBS
Switzerland
$183M +$186M +2,757,852 New
Jones Financial Companies
6
Jones Financial Companies
Missouri
$159M +$162M +2,405,670 New
Wells Fargo
7
Wells Fargo
California
$159M +$161M +2,397,240 New
SB
8
Suntrust Banks
Georgia
$123M +$125M +1,858,592 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$117M +$119M +1,770,266 New
RJA
10
Raymond James & Associates
Florida
$79.1M +$80.4M +1,193,299 New
LPL Financial
11
LPL Financial
California
$71.2M +$72.4M +1,074,368 New
JIC
12
Joel Isaacson & Co
New York
$68.8M +$69.9M +1,038,169 New
V
13
Veritable
Delaware
$55.9M +$56.8M +843,437 New
CC
14
Curian Capital
Colorado
$50.8M +$51.6M +766,893 New
BUB
15
BBVA USA Bancshares
Texas
$50.1M +$50.9M +755,472 New
B
16
Baird
Wisconsin
$42.8M +$43.5M +646,170 New
SPIA
17
Strategic Point Investment Advisors
Rhode Island
$39.4M +$40.1M +594,789 New
UCFA
18
United Capital Financial Advisors
Texas
$39M +$39.6M +588,472 New
CNB
19
City National Bank
California
$38.3M +$38.9M +577,621 New
MAA
20
Managed Account Advisors
New Jersey
$33.8M +$34.4M +510,064 New
CC
21
Callan Capital
California
$33M +$33.5M +497,674 New
DWM
22
Destination Wealth Management
California
$31.6M +$32.1M +476,844 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$30.6M +$31.1M +461,792 New
HCM
24
Hengehold Capital Management
Ohio
$27M +$27.5M +407,678 New
Ameriprise
25
Ameriprise
Minnesota
$26.2M +$26.6M +394,952 New
1
2 3 4 5

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.