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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 %
MTIC
651
Missouri Trust & Investment Company
Missouri
$411K – – –
B
652
Bailard
California
$408K -$33.7K -284 -8%
MFA
653
Mayflower Financial Advisors
Massachusetts
$408K – – –
PMFA
654
Plante Moran Financial Advisors
Michigan
$406K +$237 +2 +0.1%
DI
655
DFPG Investments
Utah
$402K -$6.52K -55 -2%
EW
656
Evoke Wealth
California
$402K – – –
PP
657
Patten & Patten
Tennessee
$402K – – –
RF
658
Resolute Financial
Massachusetts
$401K +$41.7K +351 +12%
BDF
659
Balasa Dinverno & Foltz
$400K – – –
AGA
660
Arkos Global Advisors
Texas
$398K -$468K -3,949 -54%
GC
661
Gratus Capital
Georgia
$398K +$15.7K +132 +4%
JCM
662
Janney Capital Management
Pennsylvania
$392K +$392K +3,302 New
GIA
663
GHP Investment Advisors
Colorado
$391K +$713 +6 +0.2%
KF
664
Krilogy Financial
Missouri
$389K – – –
MW
665
Marcum Wealth
Ohio
$384K +$37.3K +315 +11%
AFS
666
AFG Fiduciary Services
Massachusetts
$383K -$6.17K -52 -2%
CDH
667
Charles D. Hyman
$383K +$20.6K +174 +6%
JSAM
668
J. Safra Asset Management
New York
$382K -$57.3K -6,806 -13%
TH
669
TCTC Holdings
Texas
$382K – – –
HCM
670
Hengehold Capital Management
Ohio
$378K -$134K -1,125 -26%
SAM
671
Sequent Asset Management
Texas
$376K – – –
CPIG
672
Chicago Partners Investment Group
Illinois
$376K +$4.3K +34 +1%
PA
673
PFG Advisors
Arizona
$374K -$2.97K -25 -0.8%
MCM
674
Magnolia Capital Management
New York
$370K – – –
SFG
675
SNS Financial Group
Minnesota
$370K +$5.1K +43 +1%
25 26
27
28 29