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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 %
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$8.79M 78,715 -844 -1%
CWMGP
127
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$8.77M 78,668 +397 +0.5%
AAS
128
Avantax Advisory Services
Texas
$8.66M 77,659 +29,313 +61%
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$8.47M 75,990 +279 +0.4%
William Blair & Company
130
William Blair & Company
Illinois
$8.21M 73,596 +435 +0.6%
State Street
131
State Street
Massachusetts
$8.14M 72,962 -2,754 -4%
MA
132
MONECO Advisors
Connecticut
$8.04M 72,137 +2,899 +4%
DWP
133
Destiny Wealth Partners
Florida
$7.94M 71,172 -511 -0.7%
BCM
134
Brookstone Capital Management
Illinois
$7.87M 69,890 -17,106 -20%
NCM
135
Neumann Capital Management
California
$7.74M 69,419 +3,060 +5%
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$7.72M 69,239 -413 -0.6%
SI
137
Stephens Inc
Arkansas
$7.67M 68,758 +5,440 +9%
CWM
138
Chicago Wealth Management
Illinois
$7.67M 68,755 +5,513 +9%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$7.57M 67,896 -80 -0.1%
IWMWV
140
Ironwood Wealth Management (West Virginia)
West Virginia
$7.46M 66,026 +66,026 New
Deutsche Bank
141
Deutsche Bank
Germany
$7.46M 66,900 +6,670 +11%
BWFA
142
Baltimore-Washington Financial Advisors
Maryland
$7.43M 65,685 +13,196 +25%
CC
143
Corsicana & Co
Texas
$7.29M 65,381 +921 +1%
M&T Bank
144
M&T Bank
New York
$7.28M 65,261 -1,173 -2%
RJT
145
Raymond James Trust
Florida
$7.24M 64,945 -1,438 -2%
AIP
146
Ameritas Investment Partners
Nebraska
$7.22M 64,746 +30,031 +87%
WIC
147
Whitegate Investment Counselors
New Hampshire
$7.12M 63,834 -448 -0.7%
1IA
148
1834 Investment Advisors
Wisconsin
$7.11M 63,722 -2,027 -3%
AP
149
Americana Partners
Texas
$7.05M 63,207 +11,806 +23%
AWG
150
Altus Wealth Group
Colorado
$7.03M 59,764 – –
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