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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,031 hedge funds and large institutions have $8.62B invested in SPDR S&P Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 396 increasing their positions, 290 reducing their positions, and 62 closing their positions.

Holders
1,031
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
17.43%
Holding in Top 10
61
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+24.49%
% of All Funds
1.03%
New
74
Increased
396
Reduced
290
Closed
62
Calls
$9.66M
Puts
$16.7M
Net Calls
-$7.06M
Net Calls Change
-$10M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$376M
2
Bank of America
2
Bank of America
North Carolina
$1.01B
3
RBA
3
Richard Bernstein Advisors
New York
$162M
4
MB
4
Mizuho Bank
Japan
$45.1M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$154M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$27.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$140M
3
AWS
3
AJ Wealth Strategies
New York
$6.57M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$47.5M
5
HIM
5
Hanlon Investment Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
226
Capital Analysts LLC
Pennsylvania
$3.21M 27,065 -2,122 -7%
VWA
227
Visionary Wealth Advisors
Illinois
$3.2M 26,957 -1,067 -4%
MCA
228
MSH Capital Advisors
Arizona
$3.19M 26,886 +6,863 +34%
EWA
229
EverSource Wealth Advisors
Alabama
$3.19M 26,842 +5,568 +26%
DBIA
230
Dumont & Blake Investment Advisors
New Jersey
$3.14M 26,453 +679 +3%
JWCA
231
J.W. Cole Advisors
Florida
$3.09M 26,022 +193 +0.7%
FNBT
232
FineMark National Bank & Trust
Florida
$3.09M 25,994 -225 -0.9%
NRI
233
NFP Retirement Inc
California
$3.08M 25,982 +104 +0.4%
HSBC Holdings
234
HSBC Holdings
United Kingdom
$3.02M 3,069 – –
E
235
ETFidea
New York
$3.02M 25,456 +573 +2%
AMG
236
Asset Management Group
Connecticut
$3M 25,233 -356 -1%
HWA
237
Hillcrest Wealth Advisors
New Jersey
$2.97M 25,030 – –
SYBT
238
Stock Yards Bank & Trust
Kentucky
$2.97M 25,023 +22,342 +833%
BFPW
239
BOK Financial Private Wealth
Colorado
$2.96M 24,954 +311 +1%
PBT
240
Pictet Bank & Trust
Bahamas
$2.96M 24,910 – –
MA
241
Mutual Advisors
Nebraska
$2.95M 24,851 +514 +2%
HTC
242
Haverford Trust Company
Pennsylvania
$2.95M 24,812 -47 -0.2%
CPWA
243
Cerro Pacific Wealth Advisors
California
$2.92M 24,582 -1,514 -6%
CT
244
Coastline Trust
Rhode Island
$2.92M 24,561 +1,948 +9%
CWM
245
Connecticut Wealth Management
Connecticut
$2.91M 24,481 -463 -2%
TCA
246
Transcend Capital Advisors
New Jersey
$2.86M 24,100 +9,889 +70%
WF
247
Welch & Forbes
Massachusetts
$2.84M 23,926 – –
TNB
248
Thomasville National Bank
Georgia
$2.83M 23,842 +70 +0.3%
TWC
249
TD Waterhouse Canada
Ontario, Canada
$2.83M 22,254 +2,087 +10%
CAGAS
250
Capital Advisory Group Advisory Services
Minnesota
$2.8M 22,775 +500 +2%
8 9
10
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