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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.

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
RJFSA
2
Raymond James Financial Services Advisors
Florida
$140M
3
AWS
3
AJ Wealth Strategies
New York
$6.57M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$47.5M
5
HIM
5
Hanlon Investment Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BMCM
851
Bryn Mawr Capital Management
Pennsylvania
$206K 1,736 +1,736 New
BB
852
Busey Bank
Illinois
$205K 1,726 – –
RC
853
Roundview Capital
New Jersey
$205K 1,729 – –
FFWM
854
Future Financial Wealth Management
Ohio
$205K 1,600 – –
EP
855
EPIQ Partners
Minnesota
$205K 1,730 – –
AWE
856
Avidian Wealth Enterprises
Texas
$204K 1,719 +1 +0.1%
CAM
857
Crestone Asset Management
Colorado
$203K 1,709 – –
AAS
858
Annex Advisory Services
Wisconsin
$202K 1,703 -71 -4%
WCAMG
859
Woodard & Company Asset Management Group
North Carolina
$202K 1,705 – –
APWM
860
Atlas Private Wealth Management
New York
$202K 1,701 – –
ORC
861
O'Rourke & Company
Massachusetts
$202K 1,700 – –
BFC
862
Bedel Financial Consulting
Indiana
$202K 1,698 +3 +0.2%
APWA
863
Atlas Private Wealth Advisors
New Jersey
$202K 1,700 +20 +1%
BOPW
864
Brandywine Oak Private Wealth
Pennsylvania
$202K 1,703 +1,703 New
SIA
865
SeaBridge Investment Advisors
New Jersey
$200K 1,685 – –
KFGK
866
Keystone Financial Group (Kentucky)
Kentucky
$200K 1,686 +31 +2%
WT
867
Washington Trust
Rhode Island
$198K 1,669 – –
NSIM
868
North Star Investment Management
Illinois
$197K 1,663 – –
AWM
869
Avior Wealth Management
Nebraska
$196K 1,656 -105 -6%
CFFP
870
Center for Financial Planning
Michigan
$186K 1,565 – –
WWM
871
Wolff Wiese Magana
California
$185K 1,563 +778 +99%
GFP
872
Gryphon Financial Partners
Ohio
$185K 1,555 +1,555 New
CHC
873
City Holding Co
West Virginia
$182K 1,534 -10 -0.6%
TAM
874
Townsend Asset Management
North Carolina
$180K 1,513 -21 -1%
COCM
875
Charter Oak Capital Management
New Hampshire
$177K 1,492 – –
33 34
35
36 37