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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.

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
1
3EDGE Asset Management
Florida
$67.8M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$168M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$57.6M
4
Bank of America
4
Bank of America
North Carolina
$774M
5
RJA
5
Raymond James & Associates
Florida
$329M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$777K
2
KAS
2
Kestra Advisory Services
Texas
$23.7M
3
HNB
3
Huntington National Bank
Ohio
$23.5M
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$35.1M
5
DWM
5
Destination Wealth Management
California
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$57.6M +$22.5M +174,014 +64%
Goldman Sachs
27
Goldman Sachs
New York
$56.2M +$5.48M +42,430 +11%
LW
28
Linscomb Wealth
Texas
$50.3M -$689K -5,339 -1%
BCI
29
Brinker Capital Investments
Pennsylvania
$49.2M +$1.15M +8,880 +2%
UCFA
30
United Capital Financial Advisors
Texas
$49M -$665K -5,147 -1%
MGIA
31
Moneta Group Investment Advisors
Missouri
$44.3M -$2.46M -19,041 -5%
MCM
32
MAI Capital Management
Ohio
$41.1M +$4.61M +35,728 +13%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$41M -$1.81M -14,011 -4%
CAN
34
Cetera Advisor Networks
California
$39.2M +$1.4M +10,852 +4%
TPCW
35
TD Private Client Wealth
New York
$39.1M -$1.51M -11,695 -4%
CAAS
36
Capital Asset Advisory Services
Michigan
$37.4M -$52.8K -409 -0.1%
BFS
37
Bard Financial Services
Connecticut
$37.3M -$11.4K -88 -0%
Legacy Financial Group (Iowa)
38
Legacy Financial Group (Iowa)
Iowa
$35.1M -$11.3M -86,863 -24%
FCH
39
Freestone Capital Holdings
Washington
$32.4M -$2.17M -16,841 -6%
ODG
40
O'Dell Group
Ohio
$32.2M +$177K +1,368 +0.6%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$31.3M +$4.2M +32,528 +16%
SC
42
Scotia Capital
Ontario, Canada
$30.3M -$528K -4,091 -2%
GLLW
43
Graves Light Lenhart Wealth
Virginia
$29.5M +$280K +2,171 +1%
KA
44
Klingman & Associates
New York
$28.8M -$103K -801 -0.4%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$28.7M +$47.7K +368 +0.2%
ERWM
46
Elk River Wealth Management
Colorado
$28M +$1.07M +8,264 +4%
MSA
47
Marino Stram & Associates
Massachusetts
$27M +$696K +5,389 +3%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$25M +$457K +3,541 +2%
WFM
49
Wolff Financial Management
Michigan
$24.8M +$384K +2,976 +2%
EWMCB
50
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$24.2M +$11.1M +85,630 +84%
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