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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 %
CAI
401
Capital Advisors Inc
Oklahoma
$1.12M +$314K +2,447 +39%
ASC
402
Atalanta Sosnoff Capital
New York
$1.12M +$218K +1,701 +24%
BlackRock
403
BlackRock
New York
$1.11M -$2.18K -17 -0.2%
CGA
404
Crescent Grove Advisors
Illinois
$1.11M – – –
SIG
405
Stonegate Investment Group
Alabama
$1.11M +$46.8K +365 +4%
TA
406
TFG Advisers
Michigan
$1.1M +$9.87K +77 +0.9%
STA
407
Summit Trail Advisors
New York
$1.1M – – –
PWG
408
Private Wealth Group
Florida
$1.1M +$71.6K +559 +7%
VCA
409
Verdence Capital Advisors
Maryland
$1.09M -$43.2K -337 -4%
LSPW
410
Lake Street Private Wealth
Illinois
$1.09M +$64.1K +500 +6%
APIM
411
Agate Pass Investment Management
Washington
$1.07M +$27.6K +215 +3%
APA
412
Astoria Portfolio Advisors
New York
$1.07M +$677K +5,288 +174%
CCA
413
Conservest Capital Advisors
Pennsylvania
$1.07M -$72.3K -564 -6%
WPW
414
Waldron Private Wealth
Pennsylvania
$1.06M – – –
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$1.06M +$169K +1,318 +19%
SAM
416
Strategy Asset Managers
California
$1.05M +$1.05M +8,229 New
JWA
417
JFS Wealth Advisors
Pennsylvania
$1.05M – – –
MC
418
Mathes Company
New York
$1.05M – – –
AFP
419
Ausdal Financial Partners
Iowa
$1.05M -$79K -617 -7%
SSWG
420
Seven Springs Wealth Group
Tennessee
$1.05M – – –
FDCDDQ
421
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.04M -$30.2K -236 -3%
RIA
422
Realta Investment Advisors
Delaware
$1.04M +$248K +1,934 +31%
TSWM
423
Triangle Securities Wealth Management
North Carolina
$1.03M -$12.7K -99 -1%
CRI
424
Colonial River Investments
Virginia
$1.02M -$972K -7,589 -49%
WA
425
Wealth Advisors
California
$1.02M – – –
15 16
17
18 19