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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.

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
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$220M
5
TFA
5
TPG Financial Advisors
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$62.4M 559,667 +90,519 +19%
Creative Planning
27
Creative Planning
Kansas
$53.5M 480,149 +10,499 +2%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$51.6M 462,565 +21,329 +5%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$51.3M 460,091 +152,274 +49%
Goldman Sachs
30
Goldman Sachs
New York
$50.3M 451,402 +27,953 +7%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$48.6M 436,162 +36,155 +9%
LW
32
Linscomb Wealth
Texas
$45.7M 409,643 +11,424 +3%
Legacy Financial Group (Iowa)
33
Legacy Financial Group (Iowa)
Iowa
$43.9M 393,992 +16,438 +4%
MB
34
Mizuho Bank
Japan
$42.4M 380,000 – –
UCFA
35
United Capital Financial Advisors
Texas
$41.7M 373,589 -2,067 -0.6%
BCI
36
Brinker Capital Investments
Pennsylvania
$40.4M 362,665 -2,721 -0.7%
MGIA
37
Moneta Group Investment Advisors
Missouri
$38.2M 342,628 -21,893 -6%
CAN
38
Cetera Advisor Networks
California
$37.5M 336,045 +6,440 +2%
ERWM
39
Elk River Wealth Management
Colorado
$37.3M 334,206 +93,364 +39%
BFS
40
Bard Financial Services
Connecticut
$32.3M 289,352 +1,781 +0.6%
ODG
41
O'Dell Group
Ohio
$30.3M 271,469 +5,625 +2%
MSA
42
Marino Stram & Associates
Massachusetts
$28M 251,499 +13,968 +6%
TPCW
43
TD Private Client Wealth
New York
$27.4M 245,387 -8,928 -4%
KAS
44
Kestra Advisory Services
Texas
$27.2M 244,056 +28,656 +13%
GAMA
45
Graticule Asia Macro Advisors
New York
$26.1M 234,100 +234,100 New
3AM
46
3EDGE Asset Management
Florida
$25.8M 231,404 -2,918 -1%
GLLW
47
Graves Light Lenhart Wealth
Virginia
$25.6M 229,888 -1,627 -0.7%
SC
48
Scotia Capital
Ontario, Canada
$24.9M 223,607 +219 +0.1%
KA
49
Klingman & Associates
New York
$24.8M 222,676 +1,029 +0.5%
Brown Advisory
50
Brown Advisory
Maryland
$22.8M 204,732 +25,625 +14%
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