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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 %
BPFA
801
Barnes Pettey Financial Advisors
Mississippi
$255K – – –
OPW
802
Oxler Private Wealth
New York
$255K +$1.61K +9 +0.6%
SCFS
803
S.C. Financial Services
Arizona
$252K +$252K +2,260 New
RWB
804
RMR Wealth Builders
New Jersey
$251K +$1.23K +11 +0.5%
BCP
805
Berkeley Capital Partners
Georgia
$250K -$2.01K -18 -0.8%
BC
806
Bowman & Company
Wisconsin
$247K +$10.4K +93 +4%
EFG
807
Everhart Financial Group
Ohio
$246K – – –
NFP
808
Narus Financial Partners
Utah
$245K – – –
HCM
809
Hall Capital Management
Rhode Island
$245K – – –
EWS
810
Evergreen Wealth Solutions
Pennsylvania
$244K -$299K -2,680 -55%
HGERS
811
Householder Group Estate & Retirement Specialist
Arizona
$244K -$8K -72 -3%
EWM
812
Evercore Wealth Management
New York
$244K – – –
CA
813
Calton & Associates
Florida
$244K +$1.56K +14 +0.6%
DTL
814
Dynamic Technology Lab
Singapore
$244K +$244K +2,190 New
AIM
815
Alhambra Investment Management
Florida
$242K – – –
TFGT
816
TS Financial Group (TSFG)
Illinois
$241K -$2.23K -20 -0.9%
PW
817
Peninsula Wealth
California
$240K – – –
MCA
818
Magnolia Capital Advisors
Mississippi
$238K – – –
LWA
819
LWS Wealth Advisors
New Jersey
$238K +$1.56K +14 +0.7%
B
820
Bensler
Washington
$237K +$1.56K +14 +0.7%
PA
821
PFG Advisors
Arizona
$237K -$114K -1,021 -32%
FIB
822
First Interstate Bank
Montana
$237K – – –
TW
823
TrinityPoint Wealth
Connecticut
$237K +$334 +3 +0.1%
CHC
824
City Holding Co
West Virginia
$237K +$65.8K +590 +38%
BFA
825
Beacon Financial Advisory
Ohio
$237K +$237K +2,126 New
31 32
33
34 35