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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
+$48.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$22.5M
4
Bank of America
Bank of America
North Carolina
+$17.8M
5
RJA
Raymond James & Associates
Florida
+$15M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$27.6M
2
KAS
Kestra Advisory Services
Texas
-$20.8M
3
HNB
Huntington National Bank
Ohio
-$20.8M
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$11.3M
5
DWM
Destination Wealth Management
California
-$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
276
Narwhal Capital Management
Georgia
$2.26M +$5.29K +41 +0.2%
PFO
277
Pathstone Family Office
New Jersey
$2.26M +$14.7K +114 +0.7%
GWM
278
Geneos Wealth Management
Colorado
$2.23M -$191K -1,476 -8%
WWM
279
Western Wealth Management
Colorado
$2.22M +$2.22M +17,149 New
PA
280
PSI Advisors
Florida
$2.21M -$405K -3,139 -15%
HFA
281
High Falls Advisors
New York
$2.2M +$77.2K +598 +4%
PA
282
Parallel Advisors
California
$2.17M +$416K +3,221 +24%
ES
283
Eagle Strategies
New York
$2.17M +$2.17M +16,819 New
LWAC
284
Laurel Wealth Advisors (California)
California
$2.15M +$436K +3,373 +25%
PSP
285
Principal Street Partners
Tennessee
$2.11M +$16.1K +125 +0.8%
AIFAIM
286
American Institute for Advanced Investment Management
Arizona
$2.08M -$3.23K -25 -0.2%
BSW
287
Buckingham Strategic Wealth
Missouri
$2.08M -$85.2K -660 -4%
MAWCM
288
Mine & Arao Wealth Creation & Management
California
$2.08M +$56.4K +437 +3%
AWM
289
Aberdeen Wealth Management
Illinois
$2.07M +$2.07M +16,029 New
GB
290
Gunma Bank
Japan
$2.07M +$2.07M +16,000 New
OAM
291
Occidental Asset Management
California
$2.06M -$8.13K -63 -0.4%
CAM
292
Cozad Asset Management
Illinois
$2.04M – – –
BO
293
Bank OZK
Arkansas
$2.03M -$27.1K -210 -1%
CRI
294
Colonial River Investments
Virginia
$2.01M +$2.01M +15,543 New
APP
295
Avantax Planning Partners
Iowa
$2M – – –
CIC
296
Carnegie Investment Counsel
Ohio
$1.99M – – –
AIA
297
Alera Investment Advisors
Illinois
$1.98M – – –
AllianceBernstein
298
AllianceBernstein
Tennessee
$1.94M +$874K +6,772 +82%
LIA
299
LS Investment Advisors
Michigan
$1.94M -$116K -897 -6%
ICG
300
InterOcean Capital Group
Tennessee
$1.93M -$10.3K -80 -0.5%
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