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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.

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
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$220M
5
TFA
5
TPG Financial Advisors
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WFM
51
Wolff Financial Management
Michigan
$22.3M 200,359 +5,497 +3%
HNB
52
Huntington National Bank
Ohio
– – – –
PAG
53
Private Advisor Group
New Jersey
$21.6M 194,120 -18,747 -9%
UB
54
UMB Bank
Missouri
$21.1M 189,187 +31,921 +20%
PMG
55
ProVise Management Group
Florida
$20.9M 187,160 +65,328 +54%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$20.6M 185,056 -391 -0.2%
MIAN
57
Mariner Independent Advisor Network
Kansas
$19.4M 173,690 +72,187 +71%
CAL
58
Capital Advisors Ltd
Ohio
$19M 170,270 +1,180 +0.7%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$18.9M 169,220 -14,864 -8%
Stifel Financial
60
Stifel Financial
Missouri
$18.8M 168,516 +17,706 +12%
CA
61
Clearstead Advisors
Ohio
$18.6M 166,747 +14,225 +9%
MWA
62
Meridian Wealth Advisors
Texas
$17.7M 158,669 +120,180 +312%
BF
63
BOK Financial
Oklahoma
$17.7M 158,475 -13,623 -8%
JGIA
64
Jackson Grant Investment Advisers
Connecticut
$17.6M 157,457 +1,422 +0.9%
RBC
65
Roble Belko & Company
Pennsylvania
$17.4M 156,487 -580 -0.4%
OCM
66
One Capital Management
California
$16.8M 150,285 +10,497 +8%
WANY
67
Wealthspire Advisors (New York)
New York
$15.9M 142,687 +2,470 +2%
CAL
68
Capital Analysts LLC
Pennsylvania
$15.9M 142,443 +115,378 +426%
PP
69
Prudential plc
United Kingdom
$15.3M 136,940 +2,240 +2%
FAM
70
Flaharty Asset Management
Florida
$15.1M 135,390 +6,780 +5%
FCI
71
Financial Counselors Inc
Kansas
$15M 134,753 +5,847 +5%
FCH
72
Freestone Capital Holdings
Washington
$14.6M 130,894 -74,346 -36%
IWM
73
IHT Wealth Management
Illinois
$14.5M 130,406 -924 -0.7%
HWM
74
HB Wealth Management
Georgia
$14.3M 128,344 -2,920 -2%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$14.3M 128,047 +6,006 +5%
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