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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 %
BI
526
Berkeley Inc
Idaho
$672K -$1.58M -13,269 -70%
TCWM
527
Total Clarity Wealth Management
Illinois
$668K +$74.8K +630 +13%
BWM
528
BigSur Wealth Management
Florida
$665K – – –
PWAC
529
Private Wealth Advisors (California)
California
$665K +$129 +1 +0%
PIA
530
Perennial Investment Advisors
California
$662K +$382K +3,217 +136%
FNT
531
First National Trust
Pennsylvania
$660K +$74.7K +629 +13%
SW
532
SlateStone Wealth
Florida
$659K +$659K +5,550 New
BC
533
Burleson & Co
California
$653K – – –
DI
534
Disciplined Investments
Oklahoma
$650K -$9.61K -81 -1%
AA
535
Ashford Advisors
New York
$649K – – –
TFS
536
Thoroughbred Financial Services
Tennessee
$646K +$119 +1 +0%
PWM
537
Perigon Wealth Management
California
$645K +$136K +1,149 +27%
DFA
538
DHJJ Financial Advisors
Illinois
$643K +$6.06K +51 +1%
RA
539
RFG Advisory
Alabama
$643K +$111K +883 +21%
MC
540
Moors & Cabot
Massachusetts
$639K +$14.2K +120 +2%
MWM
541
Meridian Wealth Management
Kentucky
$638K +$57.2K +482 +10%
CDIA
542
Capital Directions Investment Advisors
Georgia
$637K – – –
JIR
543
James Investment Research
Ohio
$637K +$217K +1,831 +52%
BWM
544
Benchmark Wealth Management
Connecticut
$633K -$107K -899 -14%
Amundi
545
Amundi
France
$624K – – –
JCM
546
Jacobi Capital Management
Pennsylvania
$613K -$11.6K -98 -2%
FIM
547
Freedom Investment Management
Connecticut
$608K -$59.9K -505 -9%
JWCA
548
J.W. Coons Advisors
Ohio
$603K – – –
ACP
549
Aveo Capital Partners
Colorado
$602K +$3.56K +30 +0.6%
HI
550
Harbour Investments
Wisconsin
$599K +$599K +5,043 New
20 21
22
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