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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 %
IWA
626
Icon Wealth Advisors
Texas
$452K +$452K +4,050 New
MCP
627
Martin Capital Partners
Oregon
$449K +$139K +1,246 +45%
CB
628
Commerce Bank
Missouri
$448K -$4.24K -38 -0.9%
TAM
629
Tocqueville Asset Management
New York
$447K – – –
TCPWM
630
Traverso Chambers Private Wealth Management
California
$447K – – –
MFG
631
Magnus Financial Group
New York
$440K +$5.69K +51 +1%
FAB
632
First American Bank
Illinois
$439K – – –
BFM
633
Boston Financial Management
Massachusetts
$438K -$10K -90 -2%
WPA
634
West Paces Advisors
Georgia
$437K – – –
JWBC
635
John W. Brooker & Co
California
$437K +$330K +2,966 +310%
PWP
636
Perfromance Wealth Partners
Illinois
$434K -$1.23K -11 -0.3%
GIA
637
Gladstone Institutional Advisory
Florida
$431K +$43K +386 +11%
RIM
638
Rockbridge Investment Management
New York
$430K +$209K +1,875 +95%
VCP
639
Vista Capital Partners
Oregon
$424K -$39.2K -351 -8%
WCFA
640
Walkner Condon Financial Advisors
Wisconsin
$424K – – –
BAS
641
Brown Advisory Securities
Maryland
$423K -$373K -3,341 -47%
PIM
642
Penobscot Investment Management
Massachusetts
$423K – – –
AIM
643
Acropolis Investment Management
Missouri
$422K +$223 +2 +0.1%
EP
644
Eudaimonia Partners
Tennessee
$420K -$12.3K -110 -3%
MWM
645
Modera Wealth Management
New Jersey
$418K -$17.4K -156 -4%
KFI
646
Key Financial Inc
Pennsylvania
$414K – – –
BTI
647
Blue Trust Inc
Georgia
$414K +$156K +1,313 +60%
AFG
648
Affinia Financial Group
Massachusetts
$413K – – –
VFA
649
Valeo Financial Advisors
Indiana
$412K -$46.8K -420 -10%
SHWM
650
Smith & Howard Wealth Management
Georgia
$410K -$13.1K -117 -3%
24 25
26
27 28