State Street SPDR S&P Dividend ETF
881 hedge funds and large institutions have $7.17B invested in State Street SPDR S&P Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 308 increasing their positions, 282 reducing their positions, and 50 closing their positions.
71% more call options, than puts
Call options by funds: $6.35M | Put options by funds: $3.71M
9% more repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 282
6% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 50
0.09% more ownership
Funds ownership: 37.93% → 38.03% (+0.09%)
4% less capital invested
Capital invested by funds: $7.49B → $7.17B (-$324M)
2% less funds holding
Funds holding: 896 → 881 (-15)
15% less funds holding in top 10
Funds holding in top 10: 46 → 39 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$49.5M |
| 2 |
Morgan Stanley
New York
|
+$23.7M |
| 3 |
MSA
Marino Stram & Associates
Braintree,
Massachusetts
|
+$22.8M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$17.7M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$83.2M |
| 2 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$37.7M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$28.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$14M |
SDY Hedge Fund Activity: Q3 2021 in Review
881 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2021, worth a combined $7.17B — down 4.3% from $7.49B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SDY positions and 50 closed out — a net gain of 3 holders — while 308 added to existing stakes and 282 trimmed.
The largest buyer was LPL Financial, adding an estimated $49.5M. The largest seller was AssetMark Inc, cutting an estimated $83.2M.
- 881 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2021, down from 896 in Q2 2021.
- Funds reported $7.17B of State Street SPDR S&P Dividend ETF stock for Q3 2021, down 4.3% quarter-over-quarter.
- 53 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2021 and 50 closed out, a net change of +3 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q3 2021 was LPL Financial, an estimated $49.5M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q3 2021 was AssetMark Inc, an estimated $83.2M sold.
Based on aggregated 13F filings for Q3 2021.