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 %
HGWM
376
Horst & Graben Wealth Management
Oregon
$1.25M +$57.1K +446 +5%
PIMG
377
Patriot Investment Management Group
Tennessee
$1.24M +$143K +1,113 +13%
DADC
378
D.A. Davidson & Co
Montana
$1.24M -$1.73M -13,507 -58%
CIA
379
Compass Ion Advisors
Pennsylvania
$1.22M +$13.5K +105 +1%
MFW
380
Meristem Family Wealth
Minnesota
$1.21M +$63.3K +494 +6%
IC
381
Intersect Capital
California
$1.21M – – –
IAIM
382
International Assets Investment Management
Florida
$1.21M -$33.3K -260 -3%
IA
383
IFP Advisors
Florida
$1.2M +$463K +5,908 +63%
DY
384
Dowling & Yahnke
California
$1.2M +$25.6K +200 +2%
SA
385
SRH Advisors
Kansas
$1.19M – – –
OHWP
386
Oak Harbor Wealth Partners
North Carolina
$1.18M -$9.09K -71 -0.8%
NFC
387
Northeast Financial Consultants
Connecticut
$1.18M +$7.05K +55 +0.6%
CCA
388
Childress Capital Advisors
Texas
$1.18M +$1.18M +9,170 New
MWM
389
McNaughton Wealth Management
California
$1.17M – – –
LA
390
Legacy Advisors
Pennsylvania
$1.17M +$1.17M +9,139 New
AA
391
Ancora Advisors
Ohio
$1.16M +$4.61K +36 +0.4%
FFA
392
Freedman Financial Associates
Massachusetts
$1.16M – – –
AWM
393
Atticus Wealth Management
Florida
$1.16M -$19.2K -150 -2%
OBWP
394
O'Brien Wealth Partners
Massachusetts
$1.16M -$43.8K -353 -4%
MMPW
395
Mitchell McLeod Pugh & Williams
Alabama
$1.15M +$6.92K +52 +0.6%
RWA
396
Rainsberger Wealth Advisors
Colorado
$1.15M +$13.7K +107 +1%
PTC
397
Private Trust Company
Ohio
$1.14M +$6.02K +47 +0.5%
SHFA
398
SC&H Financial Advisors
Maryland
$1.14M -$284K -2,218 -20%
HNWAG
399
High Net Worth Advisory Group
Florida
$1.13M -$136K -1,064 -11%
SPA
400
Sentinel Pension Advisors
Massachusetts
$1.13M +$122K +949 +12%
14 15
16
17 18