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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 %
PFP
376
Pinnacle Financial Partners
Tennessee
$1.27M -$150K -1,343 -11%
CST
377
Charles Schwab Trust
Nevada
$1.27M +$126K +1,127 +11%
PA
378
Pinnacle Associates
New York
$1.26M +$501K +4,494 +66%
HF
379
Halpern Financial
Virginia
$1.26M – – –
IGWM
380
ICA Group Wealth Management
Colorado
$1.24M +$55.5K +498 +5%
DWMG
381
DB Wealth Management Group
California
$1.24M +$8.47K +76 +0.7%
RMAM
382
Raab & Moskowitz Asset Management
New Jersey
$1.24M +$47.9K +430 +4%
ANTB
383
AMG National Trust Bank
Colorado
$1.24M +$11.2K +100 +0.9%
SS
384
Sunbelt Securities
Texas
$1.24M -$446 -4 -0%
BHWM
385
Bar Harbor Wealth Management
New Hampshire
$1.23M – – –
CL
386
Choreo LLC
Illinois
$1.23M +$5.69K +51 +0.5%
VWA
387
V Wealth Advisors
Kansas
$1.22M +$40.3K +361 +3%
Koshinski Asset Management
388
Koshinski Asset Management
Illinois
$1.21M +$446 +4 +0%
ASFA
389
All Season Financial Advisors
Colorado
$1.21M +$415K +3,721 +52%
HC
390
Hourglass Capital
Texas
$1.17M -$117K -1,046 -9%
FPGK
391
Financial Partners Group (Kansas)
Kansas
$1.17M -$33.5K -300 -3%
HWM
392
Howard Wealth Management
Connecticut
$1.17M +$1.17M +10,462 New
BFC
393
Blue Fin Capital
Rhode Island
$1.16M – – –
CSPIA
394
Cary Street Partners Investment Advisory
Virginia
$1.16M +$447K +4,012 +63%
WF
395
Warner Financial
Maryland
$1.15M +$38.1K +342 +3%
TF
396
TIAA FSB
Florida
$1.15M -$4.91K -44 -0.4%
PSF
397
Pacific Sun Financial
California
$1.15M +$6.13K +55 +0.5%
AWM
398
Axxcess Wealth Management
California
$1.15M +$751K +6,737 +190%
WFAG
399
Wescott Financial Advisory Group
Pennsylvania
$1.13M -$44.4K -398 -4%
KOC
400
Koss-Olinger Consulting
Florida
$1.11M -$19.2K -172 -2%
14 15
16
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