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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 %
BTWM
251
Baker Tilly Wealth Management
Wisconsin
$2.58M +$1.48M +11,427 +134%
EIG
252
Ellenbecker Investment Group
Wisconsin
$2.53M -$31.4K -243 -1%
BJL
253
Brighton Jones LLC
Washington
$2.49M +$27.4K +212 +1%
EWA
254
EverSource Wealth Advisors
Alabama
$2.45M +$2.45M +18,943 New
SCA
255
Snowden Capital Advisors
New York
$2.44M +$689K +5,338 +39%
NP
256
NorthRock Partners
Minnesota
$2.43M +$51.9K +402 +2%
HWIS
257
Hancock Whitney Investment Services
Louisiana
$2.41M +$2.41M +18,657 New
DC
258
Davenport & Co
Virginia
$2.41M +$557K +4,311 +30%
BAM
259
Belpointe Asset Management
Nevada
$2.38M +$192K +1,484 +9%
BWM
260
Baystate Wealth Management
Massachusetts
$2.35M +$30.6K +237 +1%
GW
261
GW & Wade
Massachusetts
$2.35M -$9.17K -71 -0.4%
SFG
262
StrategIQ Financial Group
Indiana
$2.33M +$30.6K +237 +1%
YWP
263
YorkBridge Wealth Partners
New York
$2.33M +$2.45K +19 +0.1%
MCA
264
MSH Capital Advisors
Arizona
$2.33M +$2.33M +18,012 New
CBN
265
Cadence Bank NA
Texas
$2.32M -$34.6K -268 -1%
LNWWM
266
Laird Norton Wetherby Wealth Management
California
$2.3M +$34.1K +264 +2%
PWP
267
Principle Wealth Partners
Connecticut
$2.29M -$539K -4,175 -19%
TW
268
Transform Wealth
Colorado
$2.29M -$41.5K -321 -2%
IP
269
Investment Partners
Ohio
$2.28M – – –
JFA
270
Johanson Financial Advisors
California
$2.28M +$155K +1,199 +7%
PFP
271
Pinnacle Financial Partners
Tennessee
$2.28M +$37K +287 +2%
SWM
272
Scissortail Wealth Management
Oklahoma
$2.28M +$2.28M +17,665 New
Prudential Financial
273
Prudential Financial
New Jersey
$2.28M +$11.9K +95 +0.5%
Renaissance Technologies
274
Renaissance Technologies
New York
$2.27M +$2.27M +17,600 New
FLPIM
275
F.L. Putnam Investment Management
Massachusetts
$2.27M -$179K -1,385 -7%
9 10
11
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