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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 %
GWM
351
Geneos Wealth Management
Colorado
$1.45M -$389K -3,486 -21%
MF
352
Meridian Financial
Massachusetts
$1.44M +$78.9K +708 +6%
ICG
353
InterOcean Capital Group
Tennessee
$1.43M -$5.13K -46 -0.4%
TCOV
354
Trust Company of Vermont
Vermont
$1.42M +$184K +1,648 +15%
FHB
355
First Hawaiian Bank
Hawaii
$1.41M – – –
AC
356
Addison Capital
Pennsylvania
$1.41M – – –
ASC
357
Atalanta Sosnoff Capital
New York
$1.41M +$318K +2,851 +29%
ACM
358
Ategra Capital Management
Virginia
$1.4M +$14.3K +128 +1%
FA
359
Flagstar Advisors
New York
$1.4M +$252K +2,260 +22%
AI
360
Atria Investments
North Carolina
$1.39M +$402K +3,604 +41%
SW
361
SlateStone Wealth
Florida
$1.37M +$747K +6,700 +121%
HCM
362
Hollencrest Capital Management
California
$1.36M -$2.22M -19,925 -62%
NP
363
NorthRock Partners
Minnesota
$1.36M -$194K -1,744 -12%
IA
364
IFP Advisors
Florida
$1.36M +$155K +1,977 +13%
FMN
365
Financial Management Network
California
$1.36M -$54.3K -461 -4%
AL
366
Aspiriant LLC
California
$1.35M -$13.6K -122 -1%
BFG
367
Bouchey Financial Group
New York
$1.34M – – –
BFEC
368
Benjamin F. Edwards & Company
Missouri
$1.33M +$101K +904 +8%
SFPG
369
Stonebridge Financial Planning Group
Florida
$1.31M -$5.02K -45 -0.4%
IF
370
Intrua Financial
Texas
$1.31M +$127K +1,141 +11%
TCM
371
Tufton Capital Management
Maryland
$1.31M -$10K -90 -0.8%
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$1.29M +$2.79K +25 +0.2%
RVPG
373
Relative Value Partners Group
$1.28M – – –
DCM
374
Donaldson Capital Management
Indiana
$1.28M -$15.1K -135 -1%
EA
375
Eudaimonia Advisors
Tennessee
$1.28M +$14.3K +128 +1%
13 14
15
16 17