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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 %
CA
476
Cambridge Advisors
Nebraska
$782K – – –
PPP
477
Private Portfolio Partners
New Jersey
$780K -$14.2K -120 -2%
Cerity Partners
478
Cerity Partners
New York
$774K +$12.1K +102 +2%
SFG
479
SevenBridge Financial Group
Pennsylvania
$773K +$830 +7 +0.1%
AW
480
ACG Wealth
Georgia
$772K +$9.49K +80 +1%
BB
481
Berkshire Bank
Massachusetts
$768K +$359K +3,029 +88%
BCFS
482
Butensky & Cohen Financial Security
Florida
$768K +$768K +6,468 New
RCAG
483
Rehmann Capital Advisory Group
Michigan
$765K -$15.3K -129 -2%
MWM
484
Mission Wealth Management
California
$762K -$4.16K -35 -0.5%
TNBTD
485
Trustmark National Bank Trust Department
Mississippi
$762K +$41.2K +347 +6%
MWM
486
Marion Wealth Management
Pennsylvania
$759K -$163K -1,369 -18%
CSPIA
487
Cary Street Partners Investment Advisory
Virginia
$758K +$214K +1,806 +39%
HWA
488
HHM Wealth Advisors
Tennessee
$757K -$61.1K -515 -7%
RWA
489
Redmont Wealth Advisors
Illinois
$754K – – –
ECM
490
Evergreen Capital Management
Washington
$753K +$117K +985 +18%
JWBC
491
J.W. Burns & Co
New York
$751K -$2.26K -19 -0.3%
MLA
492
My Legacy Advisors
Oregon
$750K +$38.2K +320 +5%
SIG
493
Spinnaker Investment Group
California
$744K +$744K +6,272 New
GWM
494
Greenhouse Wealth Management
Connecticut
$741K +$1.9K +16 +0.3%
FPCP
495
Fort Point Capital Partners
California
$738K +$108K +906 +17%
BDFN
496
Bond & Devick Financial Network
Minnesota
$736K +$41.8K +352 +6%
CCP
497
Corient Capital Partners
California
$736K +$474K +3,992 +181%
OHWP
498
Oak Harbor Wealth Partners
North Carolina
$726K -$367K -3,089 -34%
LC
499
Lindbrook Capital
California
$724K +$322K +2,713 +80%
LIM
500
Loudon Investment Management
New Hampshire
$723K -$35.6K -300 -5%
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