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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 %
GWS
551
Glassman Wealth Services
Virginia
$596K -$50.7K -427 -8%
RWM
552
Ritholtz Wealth Management
New York
$594K +$119 +1 +0%
CAC
553
Certified Advisory Corp
Florida
$594K +$1.78K +15 +0.3%
SC
554
Savant Capital
Illinois
$594K +$23K +194 +4%
CC
555
Claybrook Capital
Massachusetts
$593K – – –
BA
556
Baugh & Associates
Georgia
$583K -$13.7K -115 -2%
WS
557
Wedbush Securities
California
$581K +$27.5K +232 +5%
RRA
558
Round Rock Advisors
Connecticut
$580K -$13.1K -110 -2%
MPCG
559
Matrix Private Capital Group
New York
$579K – – –
RA
560
Rodgers & Associates
Pennsylvania
$579K – – –
EWS
561
Evergreen Wealth Solutions
Pennsylvania
$578K +$240K +2,020 +71%
ONB
562
Old National Bancorp
Indiana
$576K +$576K +4,857 New
HH
563
Hilltop Holdings
Texas
$575K -$2.97K -25 -0.5%
SAI
564
Systematic Alpha Investments
New Jersey
$570K – – –
SPP
565
Single Point Partners
Massachusetts
$568K -$2.82M -23,759 -83%
EPWM
566
Essex Private Wealth Management
Massachusetts
$568K -$2.61K -22 -0.5%
LCM
567
Lewis Capital Management
California
$562K – – –
MCCP
568
Mission Creek Capital Partners
California
$560K +$593 +5 +0.1%
PFP
569
Paragon Financial Partners
California
$560K +$1.66K +14 +0.3%
NB
570
Nicolet Bankshares
Wisconsin
$560K +$560K +4,715 New
TC
571
Trilogy Capital
California
$557K -$19.7K -166 -3%
GG
572
Gofen & Glossberg
Illinois
$555K -$11.9K -100 -2%
Toronto Dominion Bank
573
Toronto Dominion Bank
Ontario, Canada
$553K – – –
ICP
574
Interchange Capital Partners
Pennsylvania
$553K +$71.9K +606 +15%
GI
575
Gradient Investments
Minnesota
$551K +$45.3K +381 +9%
21 22
23
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