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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 %
DZ Bank
601
DZ Bank
Germany
$487K – – –
GFPC
602
Global Financial Private Client
Florida
$482K – – –
KWM
603
Kingsview Wealth Management
Oregon
$481K +$19.7K +166 +4%
CB
604
Commerce Bank
Missouri
$481K +$35.6K +300 +8%
BFM
605
Boston Financial Management
Massachusetts
$477K +$220K +1,850 +85%
TAM
606
Tocqueville Asset Management
New York
$476K -$76K -640 -14%
TCPWM
607
Traverso Chambers Private Wealth Management
California
$476K – – –
IWP
608
Icon Wealth Partners
Texas
$473K +$60.6K +511 +15%
PCM
609
Prelude Capital Management
New York
$470K +$271K +2,284 +137%
FAB
610
First American Bank
Illinois
$467K – – –
WPA
611
West Paces Advisors
Georgia
$466K – – –
PWP
612
Perfromance Wealth Partners
Illinois
$464K -$1.19K -10 -0.3%
MWM
613
Modera Wealth Management
New Jersey
$464K +$56.1K +473 +14%
MFG
614
Magnus Financial Group
New York
$462K -$74.9K -631 -14%
EP
615
Eudaimonia Partners
Tennessee
$461K +$78.3K +659 +20%
CF
616
Centaurus Financial
California
$457K +$85.5K +720 +23%
OFS
617
OneAscent Financial Services
Alabama
$455K +$455K +3,835 New
WCFA
618
Walkner Condon Financial Advisors
Wisconsin
$451K +$18.6K +157 +4%
PIM
619
Penobscot Investment Management
Massachusetts
$450K -$23.7K -200 -5%
SHWM
620
Smith & Howard Wealth Management
Georgia
$450K +$188K +1,580 +71%
AIM
621
Acropolis Investment Management
Missouri
$449K +$238 +2 +0.1%
FG
622
Foster Group
Iowa
$448K +$448K +3,771 New
KFI
623
Key Financial Inc
Pennsylvania
$447K +$104K +865 +30%
GVAG
624
Great Valley Advisor Group
Delaware
$446K +$446K +3,756 New
CCM
625
Canal Capital Management
Virginia
$443K +$1.78K +15 +0.4%
23 24
25
26 27