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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 %
MA
451
MKT Advisors
California
$883K +$2.45K +22 +0.3%
CG
452
Caprock Group
Idaho
$881K – – –
BFA
453
Beaumont Financial Advisors
Massachusetts
$881K +$371K +3,324 +73%
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$873K -$13.9K -125 -2%
VAS
455
Vestmark Advisory Solutions
Massachusetts
$866K +$79.3K +711 +10%
NEWAS
456
N.E.W. Advisory Services
Wisconsin
$864K -$31.6K -283 -4%
KFS
457
Kaizen Financial Strategies
California
$863K +$863K +7,744 New
TSWM
458
Triangle Securities Wealth Management
North Carolina
$857K +$1.78K +16 +0.2%
MA
459
MUFG Americas
New York
$856K -$163K -1,462 -16%
DADC
460
D.A. Davidson & Co
Montana
$853K – – –
LFAS
461
Level Four Advisory Services
Texas
$853K +$16.9K +152 +2%
RWIA
462
Roger Wittlin Investment Advisory
California
$844K -$5.58M -50,113 -87%
IWA
463
Intercontinental Wealth Advisors
Texas
$841K +$62.3K +559 +8%
WIA
464
World Investment Advisors
California
$839K -$36.7K -329 -4%
PBO
465
Peoples Bank (Ohio)
Ohio
$824K -$17.7K -159 -2%
GEA
466
Glen Eagle Advisors
New Jersey
$822K -$151K -1,353 -16%
MMPW
467
Mitchell McLeod Pugh & Williams
Alabama
$822K – – –
CFMC
468
Curbstone Financial Management Corp
New Hampshire
$820K – – –
MAG
469
Mayfair Advisory Group
Alabama
$820K +$14.3K +125 +2%
AFP
470
Ausdal Financial Partners
Iowa
$815K -$72K -646 -8%
AP
471
Adero Partners
California
$812K – – –
CIAS
472
CBIZ Investment Advisory Services
Ohio
$811K – – –
PCIA
473
Prime Capital Investment Advisors
Kansas
$809K +$45.1K +404 +6%
CWM
474
Congress Wealth Management
Massachusetts
$808K -$10.8K -97 -1%
RW
475
REDW Wealth
New Mexico
$807K -$41.8K -375 -5%
17 18
19
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