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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 %
APSP
301
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.89M -$27.6K -214 -1%
WPC
302
White Pine Capital
Minnesota
$1.88M – – –
USCWA
303
U.S. Capital Wealth Advisors
Texas
$1.85M +$57.8K +448 +3%
FMN
304
Financial Management Network
California
$1.84M -$51.2K -392 -3%
TFCP
305
Twin Focus Capital Partners
Massachusetts
$1.82M – – –
FT
306
Fiduciary Trust
Massachusetts
$1.81M – – –
SMA
307
Sage Mountain Advisors
Georgia
$1.8M – – –
MLFP
308
MPS Loria Financial Planners
Illinois
$1.79M +$17.9K +139 +1%
AF
309
Advisornet Financial
Minnesota
$1.75M +$114K +886 +7%
PAM
310
Peak Asset Management
Colorado
$1.75M +$63.3K +490 +4%
DA
311
Doliver Advisors
Texas
$1.74M +$1.52M +27,761 +691%
BS
312
Boenning & Scattergood
Pennsylvania
$1.73M -$3.23K -25 -0.2%
MSWMA
313
Market Street Wealth Management Advisors
Indiana
$1.72M -$162K -1,254 -9%
AC
314
Addison Capital
Pennsylvania
$1.72M -$217K -1,681 -11%
Koshinski Asset Management
315
Koshinski Asset Management
Illinois
$1.68M -$15.4K -119 -0.9%
TF
316
TIAA FSB
Florida
$1.66M -$181K -1,398 -10%
RMAM
317
Raab & Moskowitz Asset Management
New Jersey
$1.64M -$27K -209 -2%
NFG
318
Next Financial Group
Texas
$1.64M +$117K +904 +8%
TCM
319
Tufton Capital Management
Maryland
$1.64M -$274K -2,126 -14%
BPA
320
Beacon Pointe Advisors
California
$1.63M -$1.49M -11,531 -48%
ACM
321
Ategra Capital Management
Virginia
$1.63M – – –
Comerica Bank
322
Comerica Bank
Texas
$1.61M +$4.01K +32 +0.2%
IAA
323
Independent Advisor Alliance
North Carolina
$1.61M +$1.61M +12,455 New
SFPG
324
Stonebridge Financial Planning Group
Florida
$1.58M -$80.4K -642 -5%
MF
325
Meridian Financial
Massachusetts
$1.58M +$1.58M +12,227 New
11 12
13
14 15