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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
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$220M
5
TFA
5
TPG Financial Advisors
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$14M 125,144 +752 +0.6%
AWS
77
Atria Wealth Solutions
New York
$13.9M 125,055 +10,819 +9%
CFS
78
CRA Financial Services
New Jersey
$13.7M 122,896 -459 -0.4%
CCA
79
Cadent Capital Advisors
Oklahoma
$13.6M 122,277 -705 -0.6%
Mariner
80
Mariner
Kansas
$13.6M 122,106 +7,267 +6%
SMG
81
Smart Money Group
Texas
$13.4M 119,847 +11,393 +11%
NA
82
NewEdge Advisors
Louisiana
$13.3M 119,636 +990 +0.8%
MAM
83
Madison Asset Management
Wisconsin
$13.3M 119,457 -198 -0.2%
Franklin Resources
84
Franklin Resources
California
$13.1M 117,589 -2,113 -2%
CI
85
CX Institutional
Indiana
$12.8M 115,131 +10,364 +10%
HSWM
86
Hubbell Strickland Wealth Management
Louisiana
$12.4M 110,844 +3,913 +4%
Northern Trust
87
Northern Trust
Illinois
$12M 107,459 +786 +0.7%
ABC
88
Associated Banc-Corp
Wisconsin
$11.9M 106,575 +2,956 +3%
EWMCB
89
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$11.9M 106,341 -3,572 -3%
KTC
90
Kistler-Tiffany Companies
Pennsylvania
$11.5M 103,049 -2,518 -2%
NB
91
NBT Bank
New York
$11.4M 102,226 – –
WWM
92
Western Wealth Management
Colorado
$11.4M 102,041 +17,025 +20%
WB
93
WesBanco Bank
West Virginia
$11.3M 101,398 +969 +1%
CIBC World Market
94
CIBC World Market
Ontario, Canada
$11.2M 100,440 +6,398 +7%
1832 Asset Management
95
1832 Asset Management
Ontario, Canada
$11.1M 99,444 -2,631 -3%
KIA
96
KCM Investment Advisors
California
$11.1M 99,342 +357 +0.4%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$11M 98,985 +7,146 +8%
WFA
98
Wellspring Financial Advisors
Ohio
$11M 98,909 -290 -0.3%
FMWA
99
Forvis Mazars Wealth Advisors
Missouri
$10.9M 98,056 +1,683 +2%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$10.9M 97,996 -2,103 -2%
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4
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