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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 %
LDB
426
Lee, Danner & Bass
Tennessee
$930K – – –
TAM
427
Tocqueville Asset Management
New York
$929K +$330K +2,555 +55%
WB
428
West Bancorporation
Iowa
$927K +$927K +7,180 New
GEA
429
Glen Eagle Advisors
New Jersey
$924K -$23.5K -182 -2%
EIP
430
Ellis Investment Partners
Pennsylvania
$917K +$1.16K +9 +0.1%
KL
431
KWMG LLC
Kansas
$914K -$51.9K -402 -5%
AP
432
Appleton Partners
Massachusetts
$909K +$153K +1,182 +20%
ASC
433
Atalanta Sosnoff Capital
New York
$904K +$904K +7,001 New
PBO
434
Peoples Bank (Ohio)
Ohio
$901K -$2.07K -16 -0.2%
HFS
435
Heritage Financial Services
Massachusetts
$901K +$901K +6,985 New
LA
436
LexAurum Advisors
Kansas
$899K -$7.36K -57 -0.8%
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$895K +$895K +6,932 New
CAG
438
Csenge Advisory Group
Florida
$893K +$292K +2,371 +49%
HWA
439
HHM Wealth Advisors
Tennessee
$890K – – –
FFP
440
Forbes Financial Planning
Rhode Island
$890K +$890K +6,891 New
AP
441
Adero Partners
California
$888K – – –
FMBTD
442
First Midwest Bank Trust Division
Illinois
$871K -$12.3K -95 -1%
RIM
443
Rockbridge Investment Management
New York
$868K – – –
MRWM
444
ML&R Wealth Management
Texas
$865K +$865K +6,696 New
RW
445
REDW Wealth
New Mexico
$860K – – –
CA
446
Cambridge Advisors
Nebraska
$851K – – –
RCAG
447
Rehmann Capital Advisory Group
Michigan
$847K +$2.58K +20 +0.3%
SFG
448
SevenBridge Financial Group
Pennsylvania
$842K -$4.65K -36 -0.5%
SMC
449
Smith, Moore & Co
Missouri
$841K +$93.4K +723 +12%
MWM
450
Mission Wealth Management
California
$833K -$42K -325 -5%
16 17
18
19 20