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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.

New
Increased
Maintained
Reduced
Closed
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
HNB
3
Huntington National Bank
Ohio
$21.7M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$220M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
276
Integrated Wealth Concepts
Massachusetts
$2.39M -$976K -8,750 -29%
LNB
277
Ledyard National Bank
$2.34M -$165K -1,479 -7%
GW
278
GW & Wade
Massachusetts
$2.34M +$74.7K +670 +3%
CB
279
Cadence Bank
Mississippi
$2.3M +$2.3M +20,657 New
DW
280
Domani Wealth
Pennsylvania
$2.29M -$1.12K -10 -0%
PIA
281
Perennial Investment Advisors
California
$2.24M +$1.62M +14,510 +260%
LOIM
282
Liberty One Investment Management
Illinois
$2.23M -$116K -1,038 -5%
CAAS
283
Capital Asset Advisory Services
Michigan
$2.21M -$26M -233,561 -92%
USCWA
284
U.S. Capital Wealth Advisors
Texas
$2.21M +$2.45K +22 +0.1%
MAWCM
285
Mine & Arao Wealth Creation & Management
California
$2.2M +$46.6K +418 +2%
LNWWM
286
Laird Norton Wetherby Wealth Management
California
$2.19M +$373K +3,341 +20%
AIA
287
Avalon Investment & Advisory
Texas
$2.17M -$1.05M -9,431 -33%
GRP
288
Global Retirement Partners
California
$2.15M +$66.2K +538 +3%
YWP
289
YorkBridge Wealth Partners
New York
$2.15M +$1.78K +16 +0.1%
GPWA
290
Great Point Wealth Advisors
Massachusetts
$2.09M -$54.1K -485 -3%
OAM
291
Occidental Asset Management
California
$2.05M +$83K +744 +4%
BJL
292
Brighton Jones LLC
Washington
$2.05M -$61.5K -552 -3%
Renaissance Technologies
293
Renaissance Technologies
New York
$2.04M +$2.04M +18,300 New
CAG
294
Csenge Advisory Group
Florida
$2.03M +$1.56M +13,994 +335%
EIG
295
Ellenbecker Investment Group
Wisconsin
$2.02M -$207K -1,858 -9%
HCA
296
Harbour Capital Advisors
Virginia
$2.01M – – –
BFPW
297
BOK Financial Private Wealth
Colorado
$2M -$779K -6,987 -28%
FFP
298
Forbes Financial Planning
Rhode Island
$1.99M +$690K +6,188 +53%
SFG
299
StrategIQ Financial Group
Indiana
$1.97M -$159K -1,428 -7%
AIFAIM
300
American Institute for Advanced Investment Management
Arizona
$1.96M – – –
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12
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