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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,028 hedge funds and large institutions have $8.64B invested in SPDR S&P Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 403 increasing their positions, 274 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+38
Holders Change %
+3.84%
% of All Funds
16.27%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
0.78%
New
90
Increased
403
Reduced
274
Closed
41
Calls
$6.79M
Puts
$3.82M
Net Calls
+$2.97M
Net Calls Change
-$3.29M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$168M
2
RBA
Richard Bernstein Advisors
New York
+$88.6M
3
Morgan Stanley
Morgan Stanley
New York
+$59.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$23.1M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$75.4M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$36.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$33.6M
4
HNB
Huntington National Bank
Ohio
-$23.5M
5
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
-$9.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
276
Harbour Capital Advisors
Virginia
$2.3M -$304K -2,375 -12%
HWIS
277
Hancock Whitney Investment Services
Louisiana
$2.29M -$104K -810 -4%
IP
278
Investment Partners
Ohio
$2.29M +$19.9K +155 +0.9%
ES
279
Eagle Strategies
New York
$2.26M +$110K +857 +5%
BWM
280
Baystate Wealth Management
Massachusetts
$2.26M -$78.4K -612 -3%
OAM
281
Occidental Asset Management
California
$2.25M +$208K +1,625 +10%
AIA
282
Avalon Investment & Advisory
Texas
$2.25M +$1.06M +8,265 +89%
NCM
283
Narwhal Capital Management
Georgia
$2.24M -$5.25K -41 -0.2%
FFN
284
Focus Financial Network
Minnesota
$2.23M +$1.53M +11,939 +218%
GWM
285
Geneos Wealth Management
Colorado
$2.23M +$10.2K +80 +0.5%
CST
286
Charles Schwab Trust
Nevada
$2.2M +$1.5M +11,723 +215%
TW
287
Transform Wealth
Colorado
$2.19M -$72.9K -569 -3%
BAM
288
Belpointe Asset Management
Nevada
$2.19M -$173K -1,350 -7%
HFA
289
High Falls Advisors
New York
$2.17M -$12.2K -95 -0.6%
BSW
290
Buckingham Strategic Wealth
Missouri
$2.14M +$81.6K +637 +4%
AIFAIM
291
American Institute for Advanced Investment Management
Arizona
$2.13M +$67.3K +525 +3%
PSP
292
Principal Street Partners
Tennessee
$2.11M +$12.8K +100 +0.6%
SBH
293
Segall Bryant & Hamill
Illinois
$2.09M +$2.09M +16,331 New
CAM
294
Cozad Asset Management
Illinois
$2.08M +$51.2K +400 +3%
GRP
295
Global Retirement Partners
California
$2.07M +$2.07M +16,714 New
AWM
296
Aberdeen Wealth Management
Illinois
$2.05M +$256 +2 +0%
NP
297
NorthRock Partners
Minnesota
$2.04M -$370K -2,887 -15%
BO
298
Bank OZK
Arkansas
$1.97M -$35.1K -274 -2%
CIC
299
Carnegie Investment Counsel
Ohio
$1.97M – – –
AIA
300
Alera Investment Advisors
Illinois
$1.96M – – –
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