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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 %
LSA
726
Lion Street Advisors
Texas
$314K – – –
CFA
727
Compass Financial Advisors
Indiana
$314K +$1.42K +12 +0.5%
BP
728
Broadleaf Partners
Ohio
$313K – – –
UL
729
Unionview LLC
Washington
$312K – – –
CP
730
Camelot Portfolios
Ohio
$311K +$121K +1,014 +63%
FFM
731
Forum Financial Management
Illinois
$310K +$1.19K +10 +0.4%
HWM
732
Horizon Wealth Management
Illinois
$307K +$307K +2,588 New
GF
733
Gries Financial
Ohio
$305K – – –
SWM
734
Selective Wealth Management
Virginia
$305K +$102K +855 +50%
ANHIM
735
Alan N. Hoffman Investment Management
Massachusetts
$304K -$4.63K -39 -2%
IFWM
736
Institute for Wealth Management
Colorado
$303K – – –
SEP
737
Southland Equity Partners
Missouri
$303K -$9.5K -80 -3%
TA
738
TrueWealth Advisors
Alabama
$302K -$20.3K -171 -6%
CSIC
739
Clifford Swan Investment Counsel
California
$301K -$53.2K -448 -15%
BCP
740
Blue Chip Partners
Michigan
$301K +$2.02K +17 +0.7%
S
741
SignatureFD
Georgia
$300K +$5.34K +45 +2%
PWM
742
Provident Wealth Management
Tennessee
$300K +$141K +1,187 +88%
HA
743
HC Advisors
Georgia
$298K – – –
EIA
744
Eldridge Investment Advisors
New Hampshire
$297K +$2.97K +25 +1%
MSFS
745
Main Street Financial Solutions
Pennsylvania
$294K +$17.1K +144 +6%
SXL
746
Summit X LLC
Missouri
$294K +$294K +2,470 New
BMO
747
Beck Mack & Oliver
New York
$293K +$293K +2,467 New
MFGM
748
Marshall Financial Group (Maryland)
Maryland
$291K – – –
KIA
749
Kraematon Investment Advisors
Massachusetts
$291K +$948 +8 +0.3%
HWA
750
Heartwood Wealth Advisors
Virginia
$291K +$96K +808 +49%
28 29
30
31 32