State Street SPDR S&P Dividend ETF
1,052 hedge funds and large institutions have $8.76B invested in State Street SPDR S&P Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 344 increasing their positions, 413 reducing their positions, and 67 closing their positions.
94% more call options, than puts
Call options by funds: $14.8M | Put options by funds: $7.64M
0.32% less ownership
Funds ownership: 43.83% → 43.51% (-0.32%)
4% less funds holding
Funds holding: 1,095 → 1,052 (-43)
13% less funds holding in top 10
Funds holding in top 10: 61 → 53 (-8)
17% less repeat investments, than reductions
Existing positions increased: 344 | Existing positions reduced: 413
43% less capital inflows, than outflows
Capital inflows: $428M | Capital outflows: $751M
43% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Family Office
Englewood,
New Jersey
|
+$95.7M |
| 2 |
Capital Investment Advisors
Atlanta,
Georgia
|
+$72.1M |
| 3 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$28.2M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$23.3M |
| 5 |
Cetera Advisor Networks
El Segundo,
California
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$140M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$57M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$52.6M |
| 4 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$34.9M |
| 5 |
Morgan Stanley
New York
|
-$34M |
SDY Hedge Fund Activity: Q3 2023 in Review
1,052 of the 6,317 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q3 2023, worth a combined $8.76B — down 9.6% from $9.7B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of SDY and 38 opened new positions — a net loss of 29 holders — while 413 trimmed existing stakes and 344 added.
The largest buyer was Pathstone Family Office, adding an estimated $95.7M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $140M.
- 1,052 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q3 2023, down from 1,095 in Q2 2023.
- Funds reported $8.76B of State Street SPDR S&P Dividend ETF stock for Q3 2023, down 9.6% quarter-over-quarter.
- 38 funds opened new State Street SPDR S&P Dividend ETF positions in Q3 2023 and 67 closed out, a net change of -29 holders.
- The largest State Street SPDR S&P Dividend ETF buyer in Q3 2023 was Pathstone Family Office, an estimated $95.7M added.
- The largest State Street SPDR S&P Dividend ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $140M sold.
Based on aggregated 13F filings for Q3 2023.