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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 %
EH
151
Equitable Holdings
New York
$6.99M 62,721 -1,463 -2%
MWP
152
MYCIO Wealth Partners
Pennsylvania
$6.9M 61,836 +19,987 +48%
PCG
153
Prosperity Consulting Group
Maryland
$6.88M 61,718 -196 -0.3%
AAS
154
Ameritas Advisory Services
Nebraska
$6.81M 61,041 -7,024 -10%
CG
155
Colony Group
Massachusetts
$6.77M 60,727 -2,445 -4%
GT
156
Greenleaf Trust
Michigan
$6.76M 60,584 +860 +1%
PWAG
157
Polaris Wealth Advisory Group
California
$6.36M 56,137 -63,366 -53%
FHA
158
Flagship Harbor Advisors
Massachusetts
$6.34M 56,900 -549 -1%
SWP
159
Stratos Wealth Partners
Ohio
$6.32M 56,674 -9,693 -15%
RPWA
160
Regent Peak Wealth Advisors
Georgia
$6.32M 56,661 -74,123 -57%
HCP
161
Holt Capital Partners
Texas
$6.18M 55,430 -56,695 -51%
PD
162
Planning Directions
Pennsylvania
$6.17M 55,373 +2,919 +6%
CA
163
Cornerstone Advisory
Maryland
$6.16M 55,221 +814 +1%
RFC
164
Regions Financial Corp
Alabama
$6.03M 54,103 +10 +0%
AWS
165
AJ Wealth Strategies
New York
$6.02M 54,027 -1,311 -2%
CPFP
166
Clear Perspectives Financial Planning
Ohio
$5.99M 53,729 +3,692 +7%
AMM
167
American Money Management
California
$5.98M 53,666 +874 +2%
AWM
168
Aries Wealth Management
Maine
$5.8M 47,194 +700 +2%
SDAM
169
Shulman DeMeo Asset Management
New York
$5.74M 51,464 -227 -0.4%
FA
170
FDx Advisors
Illinois
$5.73M 51,407 +2,574 +5%
JWWM
171
Johnson & White Wealth Management
Pennsylvania
$5.7M 51,076 +51,076 New
TFS
172
TrustCore Financial Services
Tennessee
$5.52M 49,528 -234 -0.5%
BMM
173
Berkshire Money Management
Massachusetts
$5.46M 48,958 +7,430 +18%
WTC
174
WhitTier Trust Company
Nevada
$5.41M 48,528 +6 +0%
CWM
175
Cornerstone Wealth Management
Missouri
$5.31M 47,639 +1,223 +3%
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