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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
1
Ameriprise
Minnesota
$376M
2
Bank of America
2
Bank of America
North Carolina
$1.01B
3
RBA
3
Richard Bernstein Advisors
New York
$162M
4
MB
4
Mizuho Bank
Japan
$45.1M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$154M

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$27.8M
2
HNB
2
Huntington National Bank
Ohio
$22.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$140M
4
AWS
4
AJ Wealth Strategies
New York
$6.57M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$47.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
501
Collective Family Office
Pennsylvania
$718K – – –
RMCM
502
Reynders McVeigh Capital Management
Massachusetts
$717K +$29.7K +250 +4%
FWCM
503
Ferguson Wellman Capital Management
Oregon
$716K +$39.2K +330 +6%
KA
504
Kovack Advisors
Florida
$715K +$68.1K +574 +11%
GIA
505
Guyasuta Investment Advisors
Pennsylvania
$715K +$73.5K +619 +11%
NFG
506
Nadler Financial Group
Illinois
$714K -$14.6K -123 -2%
FCFC
507
First Commonwealth Financial Corp
Pennsylvania
$712K – – –
IP
508
Ignite Planners
California
$712K – – –
EWM
509
Empirical Wealth Management
Washington
$711K -$60.9K -513 -8%
AP
510
Appleton Partners
Massachusetts
$708K -$126K -1,058 -15%
NCM
511
Noesis Capital Mangement
Florida
$704K – – –
GTAM
512
Global Trust Asset Management
Florida
$701K +$206K +1,740 +42%
MPM
513
Meritage Portfolio Management
Kansas
$694K -$22.6K -190 -3%
CW
514
CreativeOne Wealth
Kansas
$692K +$65.7K +554 +10%
GLA
515
Good Life Advisors
Pennsylvania
$689K -$2.61K -22 -0.4%
PP
516
Patron Partners
Texas
$687K +$370K +3,115 +116%
LA
517
LexAurum Advisors
Kansas
$685K +$22.1K +186 +3%
SG
518
StoneX Group
New York
$684K -$141K -1,189 -17%
CWM
519
Calamos Wealth Management
Illinois
$683K – – –
CCG
520
Cypress Capital Group
Florida
$682K – – –
YIA
521
YHB Investment Advisors
Connecticut
$680K +$24.8K +209 +4%
HCM
522
Highview Capital Management
Illinois
$676K +$122K +1,026 +22%
WP
523
WealthSource Partners
California
$675K +$242K +2,038 +56%
Bessemer Group
524
Bessemer Group
New Jersey
$673K – – –
DT
525
Diversified Trust
Tennessee
$673K +$59.8K +504 +10%
19 20
21
22 23