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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 %
RWP
701
Ridgecrest Wealth Partners
California
$338K – – –
CGPCS
702
Capital Group Private Client Services
California
$337K +$337K +2,840 New
IC
703
IEQ Capital
California
$336K -$11.9K -100 -3%
IIC
704
Integrated Investment Consultants
Michigan
$335K – – –
WKWM
705
Walter & Keenan Wealth Management
Indiana
$333K – – –
RC
706
RegentAtlantic Capital
New Jersey
$332K -$30.4K -256 -8%
MPCL
707
My Personal CFO LLC
Washington
$332K – – –
LIA
708
LBMC Investment Advisors
Tennessee
$332K +$356 +3 +0.1%
MCP
709
Martin Capital Partners
Oregon
$331K +$951 +8 +0.3%
AWAP
710
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$328K +$119 +1 +0%
ATC
711
Adirondack Trust Company
New York
$327K – – –
ACM
712
Avalon Capital Management
California
$326K +$41.8K +352 +15%
SCA
713
Stonebridge Capital Advisors
Minnesota
$325K -$2.97K -25 -0.9%
RWP
714
Revolve Wealth Partners
New Jersey
$325K +$40.6K +342 +14%
RF
715
Rollins Financial
Georgia
$324K -$24.3K -205 -7%
FAG
716
Financial Advisory Group
Texas
$324K – – –
SAM
717
Summit Asset Management
Tennessee
$323K – – –
KIG
718
Kowal Investment Group
Wisconsin
$322K +$5.34K +45 +2%
BAAM
719
Baker Avenue Asset Management
California
$322K +$13.1K +110 +4%
CWA
720
Clarity Wealth Advisors
California
$320K +$5.34K +45 +2%
CCT
721
Chemung Canal Trust
New York
$317K – – –
WF
722
Wayfinding Financial
Washington
$317K – – –
WMG
723
WESCAP Management Group
California
$315K – – –
SAM
724
Secure Asset Management
Michigan
$315K – – –
KWMG
725
King Wealth Management Group
Florida
$314K -$8.9K -75 -3%
27 28
29
30 31