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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
HNB
2
Huntington National Bank
Ohio
$22.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$140M
4
AWS
4
AJ Wealth Strategies
New York
$6.57M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$47.5M
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
301
Jeppson Wealth Management
California
$1.99M 16,798 +16,798 New
GWM
302
Geneos Wealth Management
Colorado
$1.98M 16,476 -893 -5%
PSP
303
Principal Street Partners
Tennessee
$1.96M 16,535 +107 +0.7%
LNWWM
304
Laird Norton Wetherby Wealth Management
California
$1.94M 16,309 -2,935 -15%
BTWM
305
Baker Tilly Wealth Management
Wisconsin
$1.93M 16,224 -4,010 -20%
CAM
306
Cozad Asset Management
Illinois
$1.93M 16,223 – –
AWM
307
Aberdeen Wealth Management
Illinois
$1.89M 15,878 -153 -1%
SIG
308
Stonegate Investment Group
Alabama
$1.88M 15,814 +7,187 +83%
TW
309
Transform Wealth
Colorado
$1.86M 15,626 -1,500 -9%
CS
310
Comerica Securities
Michigan
$1.84M 15,530 +8,263 +114%
AF
311
Advisornet Financial
Minnesota
$1.83M 15,430 +2,361 +18%
CIC
312
Carnegie Investment Counsel
Ohio
$1.83M 15,381 – –
AIA
313
Alera Investment Advisors
Illinois
$1.82M 15,332 – –
WPC
314
White Pine Capital
Minnesota
$1.81M 15,231 – –
BO
315
Bank OZK
Arkansas
$1.79M 15,043 -369 -2%
LIA
316
LS Investment Advisors
Michigan
$1.77M 14,889 +2 +0%
AC
317
Abbrea Capital
California
$1.75M 14,742 +400 +3%
LWAC
318
Laurel Wealth Advisors (California)
California
$1.74M 14,675 -87 -0.6%
FT
319
Fiduciary Trust
Massachusetts
$1.74M 14,644 – –
PA
320
PSI Advisors
Florida
$1.74M 14,630 -14 -0.1%
APP
321
Avantax Planning Partners
Iowa
$1.72M 14,463 – –
ASN
322
Advisory Services Network
Georgia
$1.72M 14,469 +2,294 +19%
MSWMA
323
Market Street Wealth Management Advisors
Indiana
$1.69M 14,249 +1,361 +11%
CMP
324
Coston McIsaac & Partners
Maine
$1.68M 14,160 +14,160 New
TFCP
325
Twin Focus Capital Partners
Massachusetts
$1.67M 14,048 +34 +0.2%
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13
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