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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 %
EW
876
Element Wealth
Mississippi
$175K 1,473 – –
OPW
877
Oxler Private Wealth
New York
$168K 1,413 +1,413 New
PCA
878
Providence Capital Advisors
North Carolina
$166K 1,399 -69 -5%
First Manhattan
879
First Manhattan
New York
$157K 1,327 – –
VCM
880
Versant Capital Management
Arizona
$153K 1,292 – –
RE
881
RBC Europe
United Kingdom
$150K 1,260 – –
VVP
882
Venture Visionary Partners
Ohio
$148K 1,250 +1,250 New
SC
883
SouthState Corp
Florida
$146K 1,230 – –
IRAG
884
Investment Research & Advisory Group
Georgia
$146K 1,227 – –
HDIM
885
Hanson & Doremus Investment Management
Vermont
$145K 1,225 +7 +0.6%
BBHC
886
Brown Brothers Harriman & Co
New York
$140K 1,183 – –
FFA
887
Founders Financial Alliance
North Carolina
$132K 1,108 -311 -22%
BWM
888
BerganKDV Wealth Management
Minnesota
$132K 1,113 – –
CIA
889
Choate Investment Advisors
Massachusetts
$128K 1,085 – –
TWA
890
TCI Wealth Advisors
Arizona
$127K 1,074 -112 -9%
FSWA
891
Financial Synergies Wealth Advisors
Texas
$122K 1,030 +1,030 New
CWC
892
Carolinas Wealth Consulting
North Carolina
$121K 1,016 +6 +0.6%
LFG
893
Larson Financial Group
Missouri
$119K 1,001 – –
JWBC
894
John W. Brooker & Co
California
$114K 957 +1 +0.1%
PPWM
895
PFG Private Wealth Management
Florida
$114K 958 +8 +0.8%
CFD
896
Creative Financial Designs
Indiana
$114K 959 +70 +8%
HWM
897
Horizons Wealth Management
North Carolina
$112K 850 +850 New
FMTCOCP
898
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$111K 936 – –
TF
899
TimeScale Financial
Massachusetts
$111K 935 +6 +0.6%
PFGIA
900
Patriot Financial Group Insurance Agency
Massachusetts
$109K 916 +81 +10%
34 35
36
37 38