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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 %
CCA
576
Column Capital Advisors
Indiana
$546K – – –
MA
577
Momentum Advisors
New York
$544K +$544K +4,582 New
BFA
578
Beaumont Financial Advisors
Massachusetts
$543K +$48.6K +410 +10%
RWA
579
River Wealth Advisors
Pennsylvania
$535K – – –
AF
580
Apexium Financial
Texas
$535K +$4.51K +38 +0.9%
HFP
581
Holistic Financial Partners
Indiana
$532K +$3.32K +28 +0.6%
CCM
582
Coldstream Capital Management
Washington
$526K – – –
WCM
583
WealthBridge Capital Management
Ohio
$525K +$11.9K +100 +2%
PAS
584
Park Avenue Securities
New York
$525K +$28.4K +239 +6%
CA
585
Carson Advisory
Georgia
$521K +$1.54K +13 +0.3%
FWP
586
FAS Wealth Partners
Kansas
$517K +$55.8K +470 +12%
GC
587
Grimes & Company
Massachusetts
$515K – – –
SAM
588
Sawgrass Asset Management
Florida
$507K -$48.4K -408 -9%
ARMC
589
American Research & Management Company
Massachusetts
$507K +$34.5K +291 +7%
ZIC
590
ZWJ Investment Counsel
Georgia
$505K +$35.6K +300 +8%
SWM
591
SeaCrest Wealth Management
New York
$501K +$1.31K +11 +0.3%
IAG
592
Investment Advisory Group
Massachusetts
$500K – – –
CAG
593
Csenge Advisory Group
Florida
$496K +$122K +1,028 +33%
MAA
594
Matrix Asset Advisors
New York
$495K – – –
VCP
595
Vista Capital Partners
Oregon
$493K +$54.2K +456 +12%
RPC
596
Rossmore Private Capital
Connecticut
$493K +$59.3K +500 +14%
JE
597
JMAC Enterprises
Pennsylvania
$492K -$119 -1 -0%
RSWM
598
Robertson Stephens Wealth Management
California
$492K – – –
KWM
599
Kaydan Wealth Management
Michigan
$492K +$65.4K +551 +15%
VFA
600
Valeo Financial Advisors
Indiana
$489K -$7.6K -64 -2%
22 23
24
25 26