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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 %
CG
426
Caprock Group
Idaho
$1.01M – – –
MWM
427
Marion Wealth Management
Pennsylvania
$995K -$9.23K -72 -0.9%
BFEC
428
Benjamin F. Edwards & Company
Missouri
$994K +$203K +1,582 +26%
MA
429
MKT Advisors
California
$993K +$676K +5,451 +214%
CCA
430
Checchi Capital Advisers
California
$985K +$985K +7,688 New
PCMC
431
Private Capital Management (Colorado)
Colorado
$973K -$6.02K -47 -0.6%
PBO
432
Peoples Bank (Ohio)
Ohio
$971K +$77.1K +602 +9%
Neuberger Berman Group
433
Neuberger Berman Group
New York
$948K -$338K -2,640 -26%
PA
434
Pinnacle Associates
New York
$948K +$9.61K +75 +1%
LFAS
435
Level Four Advisory Services
Texas
$944K -$219K -1,707 -19%
BHWM
436
Bar Harbor Wealth Management
New Hampshire
$943K – – –
CFMC
437
Curbstone Financial Management Corp
New Hampshire
$942K -$6.41K -50 -0.7%
SWA
438
Stratos Wealth Advisors
Ohio
$941K -$43.3K -338 -4%
AGA
439
Arkos Global Advisors
Texas
$936K – – –
CS
440
Comerica Securities
Michigan
$931K +$345K +2,691 +59%
GEA
441
Glen Eagle Advisors
New Jersey
$931K +$13.7K +107 +1%
BDF
442
Black Diamond Financial
Maryland
$925K +$925K +7,220 New
LDB
443
Lee, Danner & Bass
Tennessee
$922K – – –
OIA
444
OneDigital Investment Advisors
Kansas
$919K +$296K +2,311 +47%
BAS
445
Brown Advisory Securities
Maryland
$913K -$200K -1,565 -18%
TC
446
Telemus Capital
Michigan
$913K -$44K -344 -5%
WB
447
West Bancorporation
Iowa
$913K -$6.92K -54 -0.8%
FPS
448
Fieldpoint Private Securities
Connecticut
$911K -$96.7K -755 -10%
EIP
449
Ellis Investment Partners
Pennsylvania
$911K +$1.03K +8 +0.1%
CL
450
CPWM LLC
Washington
$907K +$1.79K +14 +0.2%
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