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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 %
RIA
626
Regal Investment Advisors
Michigan
$441K +$441K +3,717 New
EWA
627
Exencial Wealth Advisors
Oklahoma
$440K +$9.13K +77 +2%
VAG
628
VisionPoint Advisory Group
Texas
$438K -$1.25M -9,718 -74%
AFG
629
Affinia Financial Group
Massachusetts
$438K – – –
SWM
630
Southern Wealth Management
Texas
$437K +$2.85K +24 +0.7%
AWA
631
Arkadios Wealth Advisors
Georgia
$436K -$69.9K -589 -14%
CIAS
632
Capital Investment Advisory Services
North Carolina
$435K -$24.9K -210 -5%
ADL
633
Asset Dedication LLC
California
$433K – – –
WJA
634
Willis Johnson & Associates
Texas
$433K +$433K +3,644 New
EWM
635
EPG Wealth Management
Georgia
$427K -$59.3K -500 -12%
Jane Street
636
Jane Street
New York
$425K -$217K -1,826 -34%
CI
637
Conning Inc
Connecticut
$424K – – –
BCA
638
Bay Colony Advisors
Massachusetts
$421K -$5.45K -43 -1%
AWM
639
Axxcess Wealth Management
California
$421K – – –
PCA
640
Personal Capital Advisors
California
$421K +$9.14K +77 +2%
UWPG
641
Ullmann Wealth Partners Group
Florida
$420K – – –
IC
642
Intersect Capital
California
$418K -$701K -5,905 -63%
WF
643
WoodTrust Financial
Wisconsin
$416K -$14.3K -121 -3%
BCWM
644
Bartlett & Co Wealth Management
Ohio
$415K – – –
BC
645
Bartlett & Co
Ohio
$415K – – –
PWMG
646
Provence Wealth Management Group
California
$415K – – –
ACP
647
Ashfield Capital Partners
California
$415K +$415K +3,500 New
GIA
648
Gladstone Institutional Advisory
Florida
$413K -$27.8K -234 -6%
WSTAM
649
Wilbanks Smith & Thomas Asset Management
Virginia
$412K -$9.85K -83 -2%
BFO
650
Boston Family Office
Massachusetts
$411K -$71.2K -600 -15%
24 25
26
27 28