SDY icon

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 %
WPC
301
White Pine Capital
Minnesota
$1.95M +$87.9K +686 +5%
PFO
302
Pathstone Family Office
New Jersey
$1.94M -$300K -2,342 -13%
Prudential Financial
303
Prudential Financial
New Jersey
$1.92M -$405K -3,161 -17%
LIA
304
LS Investment Advisors
Michigan
$1.91M -$14K -109 -0.7%
AIP
305
Almanack Investment Partners
Pennsylvania
$1.89M -$673K -5,253 -26%
LWAC
306
Laurel Wealth Advisors (California)
California
$1.89M -$241K -1,878 -11%
PA
307
PSI Advisors
Florida
$1.88M -$321K -2,502 -15%
FT
308
Fiduciary Trust
Massachusetts
$1.88M +$84.6K +660 +5%
USCWA
309
U.S. Capital Wealth Advisors
Texas
$1.88M +$43K +336 +2%
APP
310
Avantax Planning Partners
Iowa
$1.85M -$128K -1,000 -6%
AC
311
Abbrea Capital
California
$1.84M +$361K +2,822 +24%
TCA
312
Transcend Capital Advisors
New Jersey
$1.82M +$1.3M +10,160 +251%
TFCP
313
Twin Focus Capital Partners
Massachusetts
$1.8M -$8.45K -66 -0.5%
SMA
314
Sage Mountain Advisors
Georgia
$1.78M – – –
MLFP
315
MPS Loria Financial Planners
Illinois
$1.77M -$5.51K -43 -0.3%
PFP
316
Pinnacle Financial Partners
Tennessee
$1.76M -$500K -3,906 -22%
ACM
317
Ategra Capital Management
Virginia
$1.74M +$128K +1,000 +8%
PAM
318
Peak Asset Management
Colorado
$1.73M +$641 +5 +0%
BPA
319
Beacon Pointe Advisors
California
$1.72M +$105K +819 +6%
BS
320
Boenning & Scattergood
Pennsylvania
$1.72M -$897 -7 -0.1%
AC
321
Addison Capital
Pennsylvania
$1.72M +$15K +117 +0.9%
AF
322
Advisornet Financial
Minnesota
$1.67M -$63.3K -494 -4%
MSWMA
323
Market Street Wealth Management Advisors
Indiana
$1.65M -$53.7K -419 -3%
HC
324
Hourglass Capital
Texas
$1.65M +$412K +3,214 +33%
ICG
325
InterOcean Capital Group
Tennessee
$1.64M -$276K -2,156 -14%
11 12
13
14 15