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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.

New
Increased
Maintained
Reduced
Closed
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
Ameriprise
Minnesota
$376M
2
Bank of America
Bank of America
North Carolina
$1.01B
3
RBA
Richard Bernstein Advisors
New York
$162M
4
MB
Mizuho Bank
Japan
$45.1M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$154M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
$27.8M
2
HNB
Huntington National Bank
Ohio
$22.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$140M
4
AWS
AJ Wealth Strategies
New York
$6.57M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDB
451
Lee, Danner & Bass
Tennessee
$855K – – –
IRC
452
Investors Research Corp
Georgia
$854K +$326K +2,743 +62%
CRI
453
Colonial River Investments
Virginia
$851K -$93.3K -786 -10%
TC
454
Telemus Capital
Michigan
$846K – – –
ASFA
455
All Season Financial Advisors
Colorado
$845K -$562K -4,731 -40%
BAS
456
Brown Advisory Securities
Maryland
$845K – – –
EIP
457
Ellis Investment Partners
Pennsylvania
$845K +$949 +8 +0.1%
MHS
458
M Holdings Securities
Oregon
$839K -$494K -4,162 -37%
VAS
459
Vestmark Advisory Solutions
Massachusetts
$837K +$529K +4,462 +172%
WCG
460
Weaver Consulting Group
California
$835K – – –
SCA
461
Sandy Cove Advisors
Massachusetts
$833K +$64.3K +542 +8%
DSC
462
Duncker Streett & Co
Missouri
$831K – – –
IWA
463
Intercontinental Wealth Advisors
Texas
$829K +$40.6K +342 +5%
WAP
464
Wealthcare Advisory Partners
Pennsylvania
$822K +$305K +2,573 +59%
HFS
465
Heritage Financial Services
Massachusetts
$818K – – –
AP
466
Adero Partners
California
$814K – – –
PCIA
467
Prime Capital Investment Advisors
Kansas
$813K -$403K -3,394 -33%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$810K -$170K -1,428 -17%
PA
469
Pinnacle Associates
New York
$809K -$69.2K -583 -8%
SF
470
Summit Financial
New Jersey
$806K +$345K +2,906 +75%
CAN
471
Claraphi Advisory Network
United States
$805K +$35.7K +301 +5%
SMC
472
Smith, Moore & Co
Missouri
$798K +$13.4K +113 +2%
FHC
473
First Heartland Consultants
Missouri
$796K – – –
MRWM
474
ML&R Wealth Management
Texas
$795K – – –
KL
475
KWMG LLC
Kansas
$783K -$10.6K -89 -1%
17 18
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