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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 %
ONB
651
Old National Bancorp
Indiana
$409K -$132K -1,185 -24%
CIAS
652
Capital Investment Advisory Services
North Carolina
$408K – – –
ADL
653
Asset Dedication LLC
California
$407K – – –
EWM
654
EPG Wealth Management
Georgia
$403K +$1.78K +16 +0.4%
KWM
655
Kingsview Wealth Management
Oregon
$402K -$49.4K -443 -11%
5L
656
55I LLC
Massachusetts
$401K +$56.7K +509 +16%
CCFCSB
657
Cape Cod Five Cents Savings Bank
Massachusetts
$401K +$178K +1,600 +80%
WF
658
WoodTrust Financial
Wisconsin
$400K +$8.7K +78 +2%
MPCG
659
Matrix Private Capital Group
New York
$399K -$146K -1,305 -27%
CI
660
Conning Inc
Connecticut
$399K – – –
UWPG
661
Ullmann Wealth Partners Group
Florida
$397K +$2.56K +23 +0.6%
AGA
662
Arkos Global Advisors
Texas
$391K +$16.7K +150 +4%
BCWM
663
Bartlett & Co Wealth Management
Ohio
$390K – – –
ACP
664
Ashfield Capital Partners
California
$390K – – –
BC
665
Bartlett & Co
Ohio
$390K – – –
PWMG
666
Provence Wealth Management Group
California
$390K – – –
IFAM
667
Institutional & Family Asset Management
Colorado
$389K +$126K +1,129 +48%
MTIC
668
Missouri Trust & Investment Company
Missouri
$386K – – –
BFO
669
Boston Family Office
Massachusetts
$386K – – –
DWM
670
Dakota Wealth Management
Florida
$385K +$385K +3,457 New
JSAM
671
J. Safra Asset Management
New York
$384K -$22.1K -2,470 -5%
WSTAM
672
Wilbanks Smith & Thomas Asset Management
Virginia
$384K -$3.23K -29 -0.8%
B
673
Bailard
California
$383K – – –
PMFA
674
Plante Moran Financial Advisors
Michigan
$382K +$112 +1 +0%
AAS
675
Annex Advisory Services
Wisconsin
$381K +$191K +1,710 +100%
25 26
27
28 29