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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,024 hedge funds and large institutions have $8.66B invested in SPDR S&P Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 436 increasing their positions, 253 reducing their positions, and 57 closing their positions.

Holders
1,024
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
17.71%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
1.11%
New
61
Increased
436
Reduced
253
Closed
57
Calls
$9.94M
Puts
$21.9M
Net Calls
-$12M
Net Calls Change
-$4.93M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$113M
2
Bank of America
2
Bank of America
North Carolina
$1.03B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$207M
4
LPL Financial
4
LPL Financial
California
$325M
5
GAMA
5
Graticule Asia Macro Advisors
New York
$26.1M

Top Sellers

1
MPCL
1
My Personal CFO LLC
Washington
$326K
2
CAAS
2
Capital Asset Advisory Services
Michigan
$2.21M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$220M
5
TFA
5
TPG Financial Advisors
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCA
226
MSH Capital Advisors
Arizona
$3.21M 28,819 +1,933 +7%
FWM
227
FSA Wealth Management
Massachusetts
$3.19M 28,599 +26,791 +1,482%
MSAM
228
Moloney Securities Asset Management
Missouri
$3.18M 28,481 -210 -0.7%
JWCA
229
J.W. Cole Advisors
Florida
$3.17M 28,457 +2,435 +9%
T
230
TCWP
Ohio
$3.15M 28,272 -1,054 -4%
EWA
231
EverSource Wealth Advisors
Alabama
$3.14M 28,125 +1,283 +5%
CT
232
Coastline Trust
Rhode Island
$3.13M 28,108 +3,547 +14%
ES
233
Eagle Strategies
New York
$3.06M 27,449 +7,505 +38%
MA
234
MAS Advisors
Florida
$3.04M 27,294 – –
BAM
235
Belpointe Asset Management
Nevada
$3.04M 27,288 +6,639 +32%
CF
236
Centaurus Financial
California
$3.04M 27,274 +23,426 +609%
IP
237
Investment Partners
Ohio
$3.02M 27,076 +9,231 +52%
ACI
238
Alpha Cubed Investments
California
$3.02M 27,052 -28 -0.1%
DBIA
239
Dumont & Blake Investment Advisors
New Jersey
$2.98M 26,693 +240 +0.9%
ACP
240
Aveo Capital Partners
Colorado
$2.97M 26,660 +21,586 +425%
NRI
241
NFP Retirement Inc
California
$2.9M 25,988 +6 +0%
VWA
242
Visionary Wealth Advisors
Illinois
$2.84M 25,427 -1,530 -6%
MA
243
Mutual Advisors
Nebraska
$2.83M 25,421 +570 +2%
AMG
244
Asset Management Group
Connecticut
$2.83M 25,395 +162 +0.6%
FNBT
245
FineMark National Bank & Trust
Florida
$2.82M 25,317 -677 -3%
MA
246
Montag & Associates
Georgia
$2.8M 25,141 +3,882 +18%
HWA
247
Hillcrest Wealth Advisors
New Jersey
$2.79M 25,030 – –
FTS
248
Fifth Third Securities
Ohio
$2.75M 24,644 +1,548 +7%
CWM
249
Connecticut Wealth Management
Connecticut
$2.73M 24,489 +8 +0%
BRWA
250
B. Riley Wealth Advisors
Florida
$2.71M 24,280 +1,436 +6%
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