State Street SPDR S&P Dividend ETF
1,123 hedge funds and large institutions have $10.5B invested in State Street SPDR S&P Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 419 increasing their positions, 308 reducing their positions, and 43 closing their positions.
342% more capital inflows, than outflows
Capital inflows: $1.03B | Capital outflows: $232M
270% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 43
36% more repeat investments, than reductions
Existing positions increased: 419 | Existing positions reduced: 308
9% more funds holding
Funds holding: 1,026 → 1,123 (+97)
8% more funds holding in top 10
Funds holding in top 10: 64 → 69 (+5)
1.43% more ownership
Funds ownership: 43.37% → 44.8% (+1.4%)
46% less call options, than puts
Call options by funds: $13.8M | Put options by funds: $25.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$150M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$64.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$54.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$48.3M |
| 5 |
Bank of New York Mellon
New York
|
+$45.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Graticule Asia Macro Advisors
New York
|
-$26.1M |
| 2 |
Column Capital Advisors
Indianapolis,
Indiana
|
-$24.8M |
| 3 |
Meridian Wealth Advisors
Austin,
Texas
|
-$11.8M |
| 4 |
PRW Wealth Management
Quincy,
Massachusetts
|
-$10.8M |
| 5 |
Freestone Capital Holdings
Seattle,
Washington
|
-$10.6M |
SDY Hedge Fund Activity: Q4 2022 in Review
1,123 of the 6,244 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q4 2022, worth a combined $10.5B — up 20% from $8.74B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new SDY positions and 43 closed out — a net gain of 116 holders — while 419 added to existing stakes and 308 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $150M. The largest seller was Graticule Asia Macro Advisors, exiting entirely with an estimated $26.1M sold.
- 1,123 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q4 2022, up from 1,026 in Q3 2022.
- Funds reported $10.5B of State Street SPDR S&P Dividend ETF stock for Q4 2022, up 20% quarter-over-quarter.
- 159 funds opened new State Street SPDR S&P Dividend ETF positions in Q4 2022 and 43 closed out, a net change of +116 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q4 2022 was JP Morgan Private Wealth Advisors, an estimated $150M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q4 2022 was Graticule Asia Macro Advisors, an estimated $26.1M sold.
Based on aggregated 13F filings for Q4 2022.