State Street SPDR S&P Dividend ETF
1,095 hedge funds and large institutions have $9.7B invested in State Street SPDR S&P Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 319 increasing their positions, 431 reducing their positions, and 65 closing their positions.
273% more call options, than puts
Call options by funds: $17.1M | Put options by funds: $4.6M
0.52% less ownership
Funds ownership: 44.41% → 43.89% (-0.52%)
1% less funds holding
Funds holding: 1,106 → 1,095 (-11)
2% less capital invested
Capital invested by funds: $9.93B → $9.7B (-$234M)
5% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 65
13% less funds holding in top 10
Funds holding in top 10: 70 → 61 (-9)
26% less repeat investments, than reductions
Existing positions increased: 319 | Existing positions reduced: 431
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$140M |
| 2 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
+$13.4M |
| 3 |
JIC
Joel Isaacson & Co
New York
|
+$6.61M |
| 4 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$5.42M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$5.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$75.1M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$71M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$28M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$27.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$19.8M |
SDY Hedge Fund Activity: Q2 2023 in Review
1,095 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q2 2023, worth a combined $9.7B — down 2.4% from $9.93B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of SDY and 62 opened new positions — a net loss of 3 holders — while 431 trimmed existing stakes and 319 added.
The largest buyer was Houlihan Financial Resource Group, adding an estimated $140M. The largest seller was Capital Investment Advisors, exiting entirely with an estimated $75.1M sold.
- 1,095 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q2 2023, down from 1,106 in Q1 2023.
- Funds reported $9.7B of State Street SPDR S&P Dividend ETF stock for Q2 2023, down 2.4% quarter-over-quarter.
- 62 funds opened new State Street SPDR S&P Dividend ETF positions in Q2 2023 and 65 closed out, a net change of -3 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $140M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q2 2023 was Capital Investment Advisors, an estimated $75.1M sold.
Based on aggregated 13F filings for Q2 2023.