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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 %
BIAS
801
Beacon Investment Advisory Services
New Jersey
$248K – – –
PL
802
Plancorp LLC
Missouri
$248K +$1.31K +11 +0.5%
CCB
803
Cutter & Co Brokerage
Missouri
$246K +$711 +6 +0.3%
FA
804
Fagan Associates
New York
$245K +$6.16K +52 +3%
MG
805
Mather Group
Illinois
$244K -$161K -1,356 -40%
B
806
Bridgeworth
Alabama
$244K +$237 +2 +0.1%
ACM
807
Allred Capital Management
Texas
$242K -$5.46K -46 -2%
GI
808
GAMCO Investors
Connecticut
$242K – – –
BO
809
BRR OpCo
Ohio
$242K – – –
BP
810
Ballentine Partners
Massachusetts
$241K – – –
ML
811
Mayport LLC
Massachusetts
$238K +$948 +8 +0.4%
BC
812
Brio Consultants
California
$238K +$238K +2,007 New
CCFCSB
813
Cape Cod Five Cents Savings Bank
Massachusetts
$237K – – –
AA
814
AF Advisors
California
$237K +$237K +2,000 New
WAM
815
Worth Asset Management
Texas
$236K – – –
BC
816
Burney Company
Virginia
$236K – – –
RIM
817
Rockbridge Investment Management
New York
$235K -$30.6K -258 -12%
PCA
818
Pallas Capital Advisors
Massachusetts
$235K – – –
SFA
819
Sequoia Financial Advisors
Ohio
$234K -$299K -2,516 -56%
OPS
820
Orion Portfolio Solutions
Nebraska
$232K -$168K -1,412 -42%
CFB
821
Cullen/Frost Bankers
Texas
$232K – – –
PMG
822
Private Management Group
California
$232K +$232K +1,953 New
AFG
823
Alterity Financial Group
Maine
$230K +$230K +1,942 New
CBTWT
824
Community Bank & Trust (Waco, Texas)
Texas
$228K – – –
AAMC
825
Asset Allocation & Management Company
Illinois
$226K – – –
31 32
33
34 35