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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

990 hedge funds and large institutions have $8.21B invested in SPDR S&P Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 321 increasing their positions, 272 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
+111
Holders Change %
+12.63%
% of All Funds
15.29%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
0.74%
New
168
Increased
321
Reduced
272
Closed
42
Calls
$10.6M
Puts
$4.38M
Net Calls
+$6.26M
Net Calls Change
+$3.63M

Top Buyers

1
3AM
3EDGE Asset Management
Florida
$67.8M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$168M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$57.6M
4
Bank of America
Bank of America
North Carolina
$774M
5
RJA
Raymond James & Associates
Florida
$329M

Top Sellers

1
KIM
Karpus Investment Management
New York
$777K
2
KAS
Kestra Advisory Services
Texas
$23.7M
3
HNB
Huntington National Bank
Ohio
$23.5M
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$35.1M
5
DWM
Destination Wealth Management
California
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
226
Sigma Planning Corp
Michigan
$2.99M +$231K +1,787 +8%
SQA
227
Simon Quick Advisors
New Jersey
$2.96M -$137K -1,065 -4%
SWM
228
Spire Wealth Management
Virginia
$2.93M -$60.3K -467 -2%
CAM
229
Cresset Asset Management
Illinois
$2.88M +$527K +4,080 +22%
CAGAS
230
Capital Advisory Group Advisory Services
Minnesota
$2.88M – – –
ATC
231
Argent Trust Co
Tennessee
$2.84M +$88.8K +688 +3%
KeyBank National Association
232
KeyBank National Association
Ohio
$2.84M +$202K +1,568 +8%
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
$2.78M -$847K -6,563 -23%
NEGWA
234
New England Guild Wealth Advisors
Connecticut
$2.78M -$65.9K -510 -2%
CT
235
Coastline Trust
Rhode Island
$2.78M -$62.6K -485 -2%
MA
236
Montag & Associates
Georgia
$2.72M -$7.62K -59 -0.3%
NRI
237
NFP Retirement Inc
California
$2.71M -$85.3K -661 -3%
PBT
238
Pictet Bank & Trust
Bahamas
$2.71M -$45.2K -350 -2%
TWC
239
TD Waterhouse Canada
Ontario, Canada
$2.68M +$2.68M +19,999 New
SAS
240
Sanford Advisory Services
Michigan
$2.67M -$410K -3,178 -13%
LOIM
241
Liberty One Investment Management
Illinois
$2.66M -$1.55K -12 -0.1%
IA
242
IFG Advisory
Georgia
$2.65M +$28.3K +219 +1%
MA
243
Mutual Advisors
Nebraska
$2.64M +$36K +279 +1%
HCA
244
Harbour Capital Advisors
Virginia
$2.62M -$45.2K -350 -2%
PFS
245
Prospera Financial Services
Texas
$2.62M +$12.8K +99 +0.5%
GPWA
246
Great Point Wealth Advisors
Massachusetts
$2.6M -$67.3K -521 -3%
DW
247
Domani Wealth
Pennsylvania
$2.6M +$24.1K +187 +0.9%
PP
248
PDS Planning
Ohio
$2.59M -$191K -1,480 -7%
AIP
249
Almanack Investment Partners
Pennsylvania
$2.59M -$54.4K -421 -2%
LRWA
250
Long Run Wealth Advisors
New York
$2.58M +$2.58M +20,003 New
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