State Street SPDR S&P Dividend ETF
1,025 hedge funds and large institutions have $8.74B invested in State Street SPDR S&P Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 438 increasing their positions, 253 reducing their positions, and 57 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 438 | Existing positions reduced: 253
5% more funds holding in top 10
Funds holding in top 10: 61 → 64 (+3)
1.19% more ownership
Funds ownership: 42.18% → 43.37% (+1.2%)
5% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 57
0% more capital invested
Capital invested by funds: $8.7B → $8.74B (+$40.4M)
1% less funds holding
Funds holding: 1,033 → 1,025 (-8)
55% less call options, than puts
Call options by funds: $9.94M | Put options by funds: $21.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$124M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$83.8M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$69.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$29.4M |
| 5 |
GAMA
Graticule Asia Macro Advisors
New York
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
-$28.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.9M |
| 3 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$11.9M |
| 4 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$9.16M |
| 5 |
RPWA
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
-$9.13M |
SDY Hedge Fund Activity: Q3 2022 in Review
1,025 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2022, worth a combined $8.74B — up 0.46% from $8.7B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SDY positions and 57 closed out — a net gain of 3 holders — while 438 added to existing stakes and 253 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $124M. The largest seller was Capital Asset Advisory Services, cutting an estimated $28.8M.
- 1,025 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2022, down from 1,033 in Q2 2022.
- Funds reported $8.74B of State Street SPDR S&P Dividend ETF stock for Q3 2022, up 0.46% quarter-over-quarter.
- 60 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2022 and 57 closed out, a net change of +3 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q3 2022 was AssetMark Inc, an estimated $124M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q3 2022 was Capital Asset Advisory Services, an estimated $28.8M sold.
Based on aggregated 13F filings for Q3 2022.