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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 %
JWA
401
JFS Wealth Advisors
Pennsylvania
$1.06M -$99.4K -770 -9%
FPGK
402
Financial Partners Group (Kansas)
Kansas
$1.06M +$274K +2,172 +35%
MC
403
Mathes Company
New York
$1.06M -$12.9K -100 -1%
SSWG
404
Seven Springs Wealth Group
Tennessee
$1.06M – – –
VAG
405
VisionPoint Advisory Group
Texas
$1.06M +$220K +1,758 +26%
APIM
406
Agate Pass Investment Management
Washington
$1.05M +$1.05M +8,165 New
TSWM
407
Triangle Securities Wealth Management
North Carolina
$1.05M +$129 +1 +0%
PWG
408
Private Wealth Group
Florida
$1.03M -$1.81K -14 -0.2%
LSPW
409
Lake Street Private Wealth
Illinois
$1.03M +$270K +2,089 +35%
ARC
410
Advisor Resource Council
Texas
$1.02M +$762K +5,901 +291%
WA
411
Wealth Advisors
California
$1.02M – – –
CG
412
Caprock Group
Idaho
$1.02M – – –
FPS
413
Fieldpoint Private Securities
Connecticut
$1.02M – – –
SPA
414
Sentinel Pension Advisors
Massachusetts
$1.01M +$368K +2,849 +57%
MWM
415
Marion Wealth Management
Pennsylvania
$1.01M +$1.01M +7,835 New
SWA
416
Stratos Wealth Advisors
Ohio
$992K +$46.4K +359 +5%
PCMC
417
Private Capital Management (Colorado)
Colorado
$986K +$54.7K +424 +6%
OR
418
Olympiad Research
Connecticut
$973K -$301K -2,331 -24%
WCG
419
Weaver Consulting Group
California
$973K – – –
TC
420
Telemus Capital
Michigan
$965K -$4.39K -34 -0.5%
CFMC
421
Curbstone Financial Management Corp
New Hampshire
$955K – – –
BHWM
422
Bar Harbor Wealth Management
New Hampshire
$950K – – –
PA
423
Pinnacle Associates
New York
$946K +$26.9K +208 +3%
AGA
424
Arkos Global Advisors
Texas
$943K – – –
CIAS
425
CBIZ Investment Advisory Services
Ohio
$939K +$939K +7,274 New
15 16
17
18 19