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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 %
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$1.58M +$24.5K +190 +2%
AL
327
Aspiriant LLC
California
$1.57M +$643K +4,978 +70%
BFG
328
Bouchey Financial Group
New York
$1.55M – – –
VA
329
Valmark Advisers
Ohio
$1.55M +$196K +1,519 +15%
KOC
330
Koss-Olinger Consulting
Florida
$1.54M -$6.46K -50 -0.4%
ASFA
331
All Season Financial Advisors
Colorado
$1.53M +$937K +7,256 +158%
PWP
332
Pursue Wealth Partners
California
$1.53M +$1.53M +11,807 New
TCOV
333
Trust Company of Vermont
Vermont
$1.5M -$21.3K -165 -1%
DWMG
334
DB Wealth Management Group
California
$1.49M -$120K -929 -7%
AC
335
Abbrea Capital
California
$1.49M +$137K +1,062 +10%
RVPG
336
Relative Value Partners Group
$1.49M – – –
KPWS
337
Kestra Private Wealth Services
Texas
$1.48M +$79.2K +613 +6%
BFC
338
Blue Fin Capital
Rhode Island
$1.44M -$12K -93 -0.8%
ANTB
339
AMG National Trust Bank
Colorado
$1.43M – – –
SHFA
340
SC&H Financial Advisors
Maryland
$1.43M +$1.43M +11,091 New
RFC
341
Regions Financial Corp
Alabama
$1.43M -$12.9K -100 -0.9%
Lido Advisors
342
Lido Advisors
California
$1.43M -$9.81K -76 -0.7%
CL
343
Choreo LLC
Illinois
$1.4M -$22.1K -171 -2%
RIA
344
Richwood Investment Advisors
Ohio
$1.35M +$1.35M +10,487 New
SS
345
Sunbelt Securities
Texas
$1.35M +$121K +955 +10%
HWM
346
Howard Wealth Management
Connecticut
$1.35M +$3.87K +30 +0.3%
FA
347
Flagstar Advisors
New York
$1.34M – – –
CWM
348
Congress Wealth Management
Massachusetts
$1.34M +$1.34M +10,360 New
PCIA
349
Prime Capital Investment Advisors
Kansas
$1.32M +$387K +2,998 +41%
IF
350
Intrua Financial
Texas
$1.32M +$42.1K +326 +3%
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