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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
17.44%
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 %
CA
951
Crewe Advisors
Utah
$45K 377 +377 New
RWA
952
RGT Wealth Advisors
Texas
$43K 359 – –
CJL
953
Cyrus J. Lawrence
New York
$43K 362 – –
FCMT
954
Founders Capital Management (Texas)
Texas
$43K 360 – –
JPLA
955
Joseph P. Lucia & Associates
New York
$43K 360 – –
BCM
956
Bourgeon Capital Management
Connecticut
$41K 346 – –
CSB
957
City State Bank
Iowa
$40K 338 – –
RA
958
Rise Advisors
New York
$40K 339 +2 +0.6%
EWM
959
Evermay Wealth Management
Virginia
$39K 326 +326 New
PFBT
960
Parkside Financial Bank & Trust
Missouri
$37K 310 – –
PK
961
Pflug Koory
Nebraska
$37K 309 – –
OC
962
Oakworth Capital
Alabama
$36K 306 – –
VRM
963
Vectors Research Management
New York
$36K 300 +300 New
BCMLT
964
Beacon Capital Management LLC (Tennessee)
Tennessee
$35K 275 – –
PGAM
965
Princeton Global Asset Management
New Jersey
$32K 268 – –
PP
966
Pacifica Partners
Canada
$32K 267 – –
AWM
967
Activest Wealth Management
Florida
$32K 270 – –
GWSG
968
GPS Wealth Strategies Group
Colorado
$32K 273 +6 +2%
GWANC
969
Guardian Wealth Advisors (North Carolina)
North Carolina
$30K 251 +151 +151%
DEM
970
Disciplined Equity Management
Florida
$30K 250 +250 New
CB
971
Community Bank
New York
$28K 238 +238 New
PCTC
972
Perkins Coie Trust Company
Washington
$27K 225 – –
CPA
973
Cardiff Park Advisors
California
$27K 228 – –
Bank of Montreal
974
Bank of Montreal
Ontario, Canada
$26K 215,823 -5,411 -2%
LWA
975
Lowe Wealth Advisors
Maryland
$26K 216 – –
37 38
39
40 41