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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 %
Bank of America
1
Bank of America
North Carolina
$1.03B 9,210,931 +680,513 +8%
Morgan Stanley
2
Morgan Stanley
New York
$636M 5,705,227 +113,778 +2%
Ameriprise
3
Ameriprise
Minnesota
$377M 3,361,855 +224,409 +7%
LPL Financial
4
LPL Financial
California
$325M 2,915,646 +238,596 +9%
RJA
5
Raymond James & Associates
Florida
$282M 2,528,373 -24,822 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$278M 2,496,331 +208,531 +9%
JIC
7
Joel Isaacson & Co
New York
$235M 2,111,820 +66,187 +3%
Wells Fargo
8
Wells Fargo
California
$233M 2,093,681 +165,389 +9%
UBS Group
9
UBS Group
Switzerland
$227M 2,034,494 +78,430 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$220M 1,975,048 -96,973 -5%
JPMPWA
11
J.P. Morgan Private Wealth Advisors
California
$207M 1,860,590 +563,103 +43%
RBA
12
Richard Bernstein Advisors
New York
$160M 1,435,250 +72,949 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$150M 1,342,450 +15,389 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$140M 1,256,540 +73,202 +6%
Truist Financial
15
Truist Financial
North Carolina
$127M 1,142,761 +8,021 +0.7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$126M 1,129,838 +151,949 +16%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$115M 1,031,239 +37,527 +4%
AssetMark Inc
18
AssetMark Inc
California
$113M 1,010,640 +1,010,640 New
Osaic Holdings
19
Osaic Holdings
Arizona
$108M 965,650 +81,895 +9%
1SB
20
1ST Source Bank
Indiana
$107M 964,114 +20,773 +2%
V
21
Veritable
Delaware
$85.7M 768,440 +56,414 +8%
DWM
22
Destination Wealth Management
California
$80.8M 725,082 +4,910 +0.7%
MML Investors Services
23
MML Investors Services
Massachusetts
$72.6M 651,454 +8,418 +1%
HighTower Advisors
24
HighTower Advisors
Illinois
$71M 637,231 +39,783 +7%
CIA
25
Capital Investment Advisors
Georgia
$66.9M 599,587 +8,321 +1%
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