State Street SPDR S&P Dividend ETF
896 hedge funds and large institutions have $7.49B invested in State Street SPDR S&P Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 344 increasing their positions, 254 reducing their positions, and 45 closing their positions.
76% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 45
66% more call options, than puts
Call options by funds: $7.41M | Put options by funds: $4.46M
35% more repeat investments, than reductions
Existing positions increased: 344 | Existing positions reduced: 254
2% more funds holding
Funds holding: 877 → 896 (+19)
5% more capital invested
Capital invested by funds: $7.13B → $7.49B (+$354M)
0.46% less ownership
Funds ownership: 38.39% → 37.93% (-0.46%)
8% less funds holding in top 10
Funds holding in top 10: 50 → 46 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$84M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$30.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$21.9M |
| 4 |
Morgan Stanley
New York
|
+$16.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$32.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$24.7M |
| 3 |
MSA
Marino Stram & Associates
Braintree,
Massachusetts
|
-$20.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.7M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$9.12M |
SDY Hedge Fund Activity: Q2 2021 in Review
896 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2021, worth a combined $7.49B — up 5% from $7.13B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new SDY positions and 45 closed out — a net gain of 34 holders — while 344 added to existing stakes and 254 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $84M. The largest seller was Geneos Wealth Management, cutting an estimated $32.2M.
- 896 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2021, up from 877 in Q1 2021.
- Funds reported $7.49B of State Street SPDR S&P Dividend ETF stock for Q2 2021, up 5% quarter-over-quarter.
- 79 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2021 and 45 closed out, a net change of +34 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q2 2021 was AssetMark Inc, an estimated $84M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q2 2021 was Geneos Wealth Management, an estimated $32.2M sold.
Based on aggregated 13F filings for Q2 2021.