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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 %
Bank of America
1
Bank of America
North Carolina
$1.01B 8,530,418 +1,231,758 +17%
Morgan Stanley
2
Morgan Stanley
New York
$664M 5,591,449 -59,446 -1%
Ameriprise
3
Ameriprise
Minnesota
$376M 3,137,446 +1,240,674 +65%
LPL Financial
4
LPL Financial
California
$318M 2,677,050 +155,446 +6%
RJA
5
Raymond James & Associates
Florida
$303M 2,553,195 +11,533 +0.5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$272M 2,287,800 +164,421 +8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$246M 2,072,021 +146,323 +8%
JIC
8
Joel Isaacson & Co
New York
$243M 2,045,633 +39,012 +2%
UBS Group
9
UBS Group
Switzerland
$232M 1,956,064 +92,324 +5%
Wells Fargo
10
Wells Fargo
California
$229M 1,928,292 +193,018 +11%
RBA
11
Richard Bernstein Advisors
New York
$162M 1,362,301 +667,462 +96%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$158M 1,327,061 +51,020 +4%
JPMPWA
13
J.P. Morgan Private Wealth Advisors
California
$154M 1,297,487 +278,851 +27%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$140M 1,183,338 -140,903 -11%
Truist Financial
15
Truist Financial
North Carolina
$135M 1,134,740 +65,422 +6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$119M 993,712 +10,065 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$116M 977,889 +105,009 +12%
1SB
18
1ST Source Bank
Indiana
$112M 943,341 +13,314 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$105M 883,755 +56,308 +7%
DWM
20
Destination Wealth Management
California
$85.5M 720,172 -5,535 -0.8%
V
21
Veritable
Delaware
$84.5M 712,026 -375 -0.1%
MML Investors Services
22
MML Investors Services
Massachusetts
$76.3M 643,036 +67,798 +12%
HighTower Advisors
23
HighTower Advisors
Illinois
$70.9M 597,448 +33,134 +6%
CIA
24
Capital Investment Advisors
Georgia
$70.2M 591,266 +7,944 +1%
Creative Planning
25
Creative Planning
Kansas
$55.7M 469,650 -1,484 -0.3%
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