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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 %
AW
451
ACG Wealth
Georgia
$832K +$93K +721 +13%
CL
452
CPWM LLC
Washington
$831K – – –
WOSD
453
WFA of San Diego
California
$829K +$452K +3,500 +120%
BAM
454
Bruderman Asset Management
New York
$825K -$2.05M -15,858 -71%
LIM
455
Loudon Investment Management
New Hampshire
$825K +$1.29K +10 +0.2%
JWBC
456
J.W. Burns & Co
New York
$820K +$4.65K +36 +0.6%
RWA
457
Redmont Wealth Advisors
Illinois
$820K +$820K +6,351 New
EWM
458
Empirical Wealth Management
Washington
$819K +$112K +864 +16%
CAI
459
Capital Advisors Inc
Oklahoma
$810K – – –
EPWM
460
Essex Private Wealth Management
Massachusetts
$809K -$48.2K -373 -6%
IWA
461
Intercontinental Wealth Advisors
Texas
$806K +$66.1K +512 +9%
BWM
462
Benchmark Wealth Management
Connecticut
$805K – – –
GWM
463
Greenhouse Wealth Management
Connecticut
$802K +$2.58K +20 +0.3%
BFEC
464
Benjamin F. Edwards & Company
Missouri
$798K -$25.2K -195 -3%
RIA
465
Realta Investment Advisors
Delaware
$795K +$220K +1,702 +38%
NFG
466
Nadler Financial Group
Illinois
$793K +$1.94K +15 +0.2%
IFG
467
Investors Financial Group
Minnesota
$791K -$7.49K -58 -0.9%
Bessemer Group
468
Bessemer Group
New Jersey
$789K +$55.4K +429 +8%
SCA
469
Sandy Cove Advisors
Massachusetts
$789K +$789K +6,111 New
Citadel Advisors
470
Citadel Advisors
Florida
$788K -$1.34M -10,418 -63%
AFS
471
AFG Fiduciary Services
Massachusetts
$787K +$787K +6,093 New
ACP
472
Aveo Capital Partners
Colorado
$781K -$58.4K -452 -7%
FWCM
473
Ferguson Wellman Capital Management
Oregon
$781K -$45.9K -355 -6%
CFO
474
Collective Family Office
Pennsylvania
$781K – – –
PSUF
475
People's United Financial
Connecticut
$780K -$248K -1,920 -24%
17 18
19
20 21