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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 %
AWG
151
Altus Wealth Group
Colorado
$7.03M 59,764 -10,541 -15%
RWIA
152
Roger Wittlin Investment Advisory
California
$6.85M 57,687 +57,687 New
FHA
153
Flagship Harbor Advisors
Massachusetts
$6.82M 57,449 -1,202 -2%
AWS
154
AJ Wealth Strategies
New York
$6.57M 55,338 -101,659 -65%
CA
155
Cornerstone Advisory
Maryland
$6.46M 54,407 -10,897 -17%
RFC
156
Regions Financial Corp
Alabama
$6.42M 54,093 -1,373 -2%
AMM
157
American Money Management
California
$6.27M 52,792 +4,133 +8%
BWFA
158
Baltimore-Washington Financial Advisors
Maryland
$6.23M 52,489 +6,971 +15%
PD
159
Planning Directions
Pennsylvania
$6.23M 52,454 +10,212 +24%
SDAM
160
Shulman DeMeo Asset Management
New York
$6.14M 51,691 -3,874 -7%
DC
161
Davenport & Co
Virginia
$6.08M 51,185 +31,836 +165%
FFS
162
Founders Financial Securities
Maryland
$6.07M 51,105 -22,974 -31%
SMFG
163
Sumitomo Mitsui Financial Group
Japan
$6.05M 51,023 -4,437 -8%
HI
164
Horizon Investments
North Carolina
$6.03M 50,805 -26,487 -34%
CPFP
165
Clear Perspectives Financial Planning
Ohio
$5.94M 50,037 +49,979 +86,171%
TFS
166
TrustCore Financial Services
Tennessee
$5.91M 49,762 -1,649 -3%
AP
167
Americana Partners
Texas
$5.88M 51,401 +3,774 +8%
GB
168
Gunma Bank
Japan
$5.82M 49,000 +49,000 New
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$5.81M 48,967 -195 -0.4%
FA
170
FDx Advisors
Illinois
$5.8M 48,833 -1,418 -3%
AF
171
Allworth Financial
California
$5.79M 48,801 -5,480 -10%
WTC
172
WhitTier Trust Company
Nevada
$5.76M 48,522 +6,318 +15%
AAS
173
Avantax Advisory Services
Texas
$5.74M 48,346 -1,569 -3%
IA
174
IFG Advisory
Georgia
$5.62M 47,387 +27,329 +136%
TPW
175
TL Private Wealth
Texas
$5.62M 47,191 -289 -0.6%
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