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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 %
KA
551
Kovack Advisors
Florida
$607K -$64.4K -578 -10%
WP
552
WealthSource Partners
California
$607K -$27.1K -243 -4%
TFS
553
Thoroughbred Financial Services
Tennessee
$607K +$223 +2 +0%
DFA
554
DHJJ Financial Advisors
Illinois
$604K +$557 +5 +0.1%
CAC
555
Certified Advisory Corp
Florida
$604K +$45.4K +407 +8%
TCWM
556
Total Clarity Wealth Management
Illinois
$603K -$24.9K -223 -4%
CDIA
557
Capital Directions Investment Advisors
Georgia
$599K -$637K -5,370 Closed
HI
558
Harbour Investments
Wisconsin
$599K – – –
BWM
559
Benchmark Wealth Management
Connecticut
$595K – – –
RA
560
RFG Advisory
Alabama
$592K -$38.4K -311 -6%
EWA
561
Exencial Wealth Advisors
Oklahoma
$592K +$179K +1,603 +43%
MC
562
Moors & Cabot
Massachusetts
$584K -$16.6K -149 -3%
GC
563
Grimes & Company
Massachusetts
$582K +$98.1K +880 +20%
PWAC
564
Private Wealth Advisors (California)
California
$577K +$1.79K +16 +0.3%
JCM
565
Jacobi Capital Management
Pennsylvania
$576K +$334 +3 +0.1%
CCM
566
Canal Capital Management
Virginia
$573K +$157K +1,410 +38%
DI
567
Disciplined Investments
Oklahoma
$568K -$42.8K -384 -7%
JWCA
568
J.W. Coons Advisors
Ohio
$567K – – –
EWM
569
Empirical Wealth Management
Washington
$566K -$102K -914 -15%
BCM
570
Beaumont Capital Management
Massachusetts
$565K +$565K +5,071 New
RRA
571
Round Rock Advisors
Connecticut
$564K +$19.2K +172 +4%
TCFP
572
Treasure Coast Financial Planning
Florida
$564K +$564K +5,056 New
RA
573
Rodgers & Associates
Pennsylvania
$562K +$18.4K +165 +3%
GWS
574
Glassman Wealth Services
Virginia
$560K – – –
PCA
575
Personal Capital Advisors
California
$560K +$165K +1,478 +42%
21 22
23
24 25