We are live on ! Find out more
SDY icon

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
Bank of America
1
Bank of America
North Carolina
$1.01B +$154M +1,231,758 +17%
Morgan Stanley
2
Morgan Stanley
New York
$664M -$7.41M -59,446 -1%
Ameriprise
3
Ameriprise
Minnesota
$376M +$155M +1,240,674 +65%
LPL Financial
4
LPL Financial
California
$318M +$19.4M +155,446 +6%
RJA
5
Raymond James & Associates
Florida
$303M +$1.44M +11,533 +0.5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$272M +$20.5M +164,421 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$246M +$18.2M +146,323 +8%
JIC
8
Joel Isaacson & Co
New York
$243M +$4.86M +39,012 +2%
UBS Group
9
UBS Group
Switzerland
$232M +$11.5M +92,324 +5%
Wells Fargo
10
Wells Fargo
California
$229M +$24.1M +193,018 +11%
RBA
11
Richard Bernstein Advisors
New York
$162M +$83.2M +667,462 +96%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$158M +$6.36M +51,020 +4%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$154M +$34.8M +278,851 +27%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$140M -$17.6M -140,903 -11%
Truist Financial
15
Truist Financial
North Carolina
$135M +$8.16M +65,422 +6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$119M +$1.25M +10,065 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$116M +$13.1M +105,009 +12%
1SB
18
1ST Source Bank
Indiana
$112M +$1.66M +13,314 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$105M +$7.02M +56,308 +7%
DWM
20
Destination Wealth Management
California
$85.5M -$690K -5,535 -0.8%
V
21
Veritable
Delaware
$84.5M -$46.8K -375 -0.1%
MML Investors Services
22
MML Investors Services
Massachusetts
$76.3M +$8.45M +67,798 +12%
HighTower Advisors
23
HighTower Advisors
Illinois
$70.9M +$4.13M +33,134 +6%
CIA
24
Capital Investment Advisors
Georgia
$70.2M +$991K +7,944 +1%
Creative Planning
25
Creative Planning
Kansas
$55.7M -$185K -1,484 -0.3%

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.