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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 %
BFS
476
Bradley Foster & Sargent
Connecticut
$807K – – –
LDB
477
Lee, Danner & Bass
Tennessee
$803K – – –
SF
478
Summit Financial
New Jersey
$802K +$44.3K +397 +6%
BDF
479
Black Diamond Financial
Maryland
$801K -$3.57K -32 -0.4%
Neuberger Berman Group
480
Neuberger Berman Group
New York
$794K -$30.6K -274 -4%
CRI
481
Colonial River Investments
Virginia
$793K -$6.13K -55 -0.8%
TC
482
Telemus Capital
Michigan
$793K -$1.67K -15 -0.2%
MHS
483
M Holdings Securities
Oregon
$788K +$334 +3 +0%
BB
484
Berkshire Bank
Massachusetts
$788K +$66.3K +594 +9%
WCG
485
Weaver Consulting Group
California
$784K – – –
SCA
486
Sandy Cove Advisors
Massachusetts
$781K -$1.56K -14 -0.2%
DSC
487
Duncker Streett & Co
Missouri
$781K – – –
WAP
488
Wealthcare Advisory Partners
Pennsylvania
$776K +$4.46K +40 +0.6%
EIP
489
Ellis Investment Partners
Pennsylvania
$771K -$22.5K -202 -3%
HFS
490
Heritage Financial Services
Massachusetts
$769K – – –
MLA
491
My Legacy Advisors
Oregon
$764K +$50.1K +441 +7%
CL
492
CPWM LLC
Washington
$759K +$554K +4,967 +270%
BCFS
493
Butensky & Cohen Financial Security
Florida
$755K +$33.7K +302 +5%
CA
494
Continuum Advisory
Idaho
$754K +$754K +6,758 New
FPCP
495
Fort Point Capital Partners
California
$747K +$53.6K +481 +8%
AW
496
ACG Wealth
Georgia
$746K +$20.4K +183 +3%
MRWM
497
ML&R Wealth Management
Texas
$744K -$3.12K -28 -0.4%
PFM
498
Phillips Financial Management
Indiana
$741K +$741K +6,649 New
SWA
499
Stratos Wealth Advisors
Ohio
$736K -$73.9K -663 -9%
PPP
500
Private Portfolio Partners
New Jersey
$735K +$2.12K +19 +0.3%
18 19
20
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