SDY icon

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 %
MA
351
MUFG Americas
New York
$1.32M -$3.23K -25 -0.2%
PSF
352
Pacific Sun Financial
California
$1.31M -$1.94K -15 -0.1%
EA
353
Eudaimonia Advisors
Tennessee
$1.31M +$1.31M +10,146 New
Neuberger Berman Group
354
Neuberger Berman Group
New York
$1.3M -$93K -720 -7%
WF
355
Warner Financial
Maryland
$1.28M +$1.28M +9,932 New
PAM
356
Palisade Asset Management
Minnesota
$1.28M -$202K -1,561 -14%
HNWAG
357
High Net Worth Advisory Group
Florida
$1.27M +$1.27M +9,861 New
ASN
358
Advisory Services Network
Georgia
$1.27M +$254K +1,967 +25%
GT
359
Glenmede Trust
Pennsylvania
$1.25M +$12.4K +96 +1%
IAIM
360
International Assets Investment Management
Florida
$1.25M -$30.9K -239 -2%
VWA
361
V Wealth Advisors
Kansas
$1.25M +$37.7K +292 +3%
HC
362
Hourglass Capital
Texas
$1.25M +$175K +1,355 +16%
DSC
363
Duncker Streett & Co
Missouri
$1.23M +$516 +4 +0%
IA
364
IFP Advisors
Florida
$1.22M +$21.9K +169 +2%
OBWP
365
O'Brien Wealth Partners
Massachusetts
$1.22M -$6.69K -53 -0.5%
CIA
366
Compass Ion Advisors
Pennsylvania
$1.22M +$9.42K +73 +0.8%
IC
367
Intersect Capital
California
$1.22M +$39K +302 +3%
DCM
368
Donaldson Capital Management
Indiana
$1.21M -$14.2K -110 -1%
AWM
369
AE Wealth Management
Kansas
$1.21M +$190K +1,470 +19%
AIA
370
Avalon Investment & Advisory
Texas
$1.2M -$1.2M -9,291 -50%
HGWM
371
Horst & Graben Wealth Management
Oregon
$1.2M -$410K -3,176 -25%
OHWP
372
Oak Harbor Wealth Partners
North Carolina
$1.2M +$1.2M +9,277 New
MWM
373
McNaughton Wealth Management
California
$1.2M -$13.7K -105 -1%
SA
374
SRH Advisors
Kansas
$1.2M – – –
AWM
375
Atticus Wealth Management
Florida
$1.19M – – –
13 14
15
16 17