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SDY Institutional Ownership & 13F Holders | SmartMoneyDB

SDYSPDR SERIES TRUST

STATE STREET SPD · CUSIP 78464A763

Smart Money Ownership

Of the 7 tracked institutions holding SDY, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +6.4pt. It's a gauge of who owns the name, not just how many.

Gotham Asset Management, LLC

$318.0K

+2.5pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

SDY (SPDR SERIES TRUST) Institutional Ownership Summary

Among the 7 tracked institutional investors we monitor, SDY (SPDR SERIES TRUST) is held with a combined value of $36.06M across 247,743 shares. The largest holder is FMR LLC with a position worth $18.59M. 2 funds opened new positions in the most recent quarter. 3 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$36.06M

Total Shares Held

247,743

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

AQR CAPITAL MANAGEMENT LLC+55% shares~$2.1M FMR LLC+8% shares~$1.4M RENAISSANCE TECHNOLOGIES LLCNew position~$934.0K Gotham Asset Management, LLCNew position~$318.0K BlackRock, Inc.+5% shares~$239.6K

13F Institutional Holders

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FMR LLC

0.00% of book+7.9%

$18.59M

AQR CAPITAL MANAGEMENT LLC

RENAISSANCE TECHNOLOGIES LLC

0.00% of bookNew

$934.02K

Gotham Asset Management, LLC

0.00% of bookNew

$318.00K

#	Fund	Value↓	Shares	Portfolio %	Change
1	FMR LLC	$18.59M	127,412	0.00%	+7.9%
2	AQR CAPITAL MANAGEMENT LLC	$5.84M	40,049	0.00%	+54.9%
3	BlackRock, Inc.	$4.68M	32,047	0.00%	+5.4%
4	CITADEL ADVISORS LLC	$3.80M	26,007	0.00%	-12.0%
5	VANGUARD GROUP INC	$1.90M	13,649	0.00%	-7.5%
6	RENAISSANCE TECHNOLOGIES LLC	$934.02K	6,400	0.00%	New
7	Gotham Asset Management, LLC	$318.00K	2,179	0.00%	New

Congress Trading

1 member · 1 disclosed trade in SDY

Member	Type	Amount	Date
Patrick J Toomey	Buy	$15,001 - $50,000	Sep 2, 2014

Frequently Asked Questions

Which institutional investors own the most SDY stock?

As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of SDY with a position worth $18.59M, representing 0.00% of their portfolio. In total, 7 institutional investors hold SDY with a combined value of $36.06M.

Are hedge funds buying or selling SDY?

In the most recent quarter, 2 funds opened a new position in SDY. Additionally, 3 increased their holdings and 2 reduced their positions.

What percentage of SDY is owned by institutional investors?

Institutional investors hold $36.06M worth of SDY stock across 7 positions. The largest institutional holder is FMR LLC with $18.59M in holdings.

What is a 13F filing and why does it matter for SDY?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SDY, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track SDY institutional moves

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