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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
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 Market Value Shares Shares
Change 		Shares
Change %
AAMC
851
Asset Allocation & Management Company
Illinois
$212K 1,902 – –
SFG
852
Sovereign Financial Group
Connecticut
$210K 1,887 – –
SLWA
853
San Luis Wealth Advisors
California
$210K 1,881 +1,881 New
IDBONY
854
Israel Discount Bank of New York
New York
$209K 1,875 – –
BFC
855
Bedel Financial Consulting
Indiana
$209K 1,701 +3 +0.2%
AWA
856
Amplius Wealth Advisors
Pennsylvania
$208K 1,865 – –
LCM
857
LVM Capital Management
Michigan
$208K 1,865 – –
TI
858
Truepoint Inc
Ohio
$208K 1,865 +112 +6%
BSB
859
Bangor Savings Bank
Maine
$206K 1,847 – –
AWM
860
Avior Wealth Management
Nebraska
$205K 1,839 +183 +11%
TWM
861
Thrive Wealth Management
Pennsylvania
$204K 1,825 +1,825 New
QCG
862
Quadrant Capital Group
Ohio
$203K 1,819 -417 -19%
WFA
863
WestHill Financial Advisors
California
$203K 1,822 – –
JFG
864
JMG Financial Group
Illinois
$203K 1,820 – –
WTA
865
Washington Trust Advisors
Massachusetts
$203K 1,822 – –
QWM
866
Quaker Wealth Management
New Jersey
$202K 1,811 – –
CCM
867
Condor Capital Management
New Jersey
$202K 1,811 – –
PL
868
Plancorp LLC
Missouri
$201K 1,801 -288 -14%
RA
869
Riverstone Advisors
Texas
$201K 1,805 – –
NL
870
NVWM LLC
Pennsylvania
$200K 1,795 – –
RG
871
Retirement Group
California
$194K 1,736 +890 +105%
WCAMG
872
Woodard & Company Asset Management Group
North Carolina
$190K 1,705 – –
WT
873
Washington Trust
Rhode Island
$186K 1,669 – –
NSIM
874
North Star Investment Management
Illinois
$185K 1,663 – –
WWM
875
Wolff Wiese Magana
California
$174K 1,562 -1 -0.1%
33 34
35
36 37