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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.

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
1
Bank of America
North Carolina
$935M
2
RBA
2
Richard Bernstein Advisors
New York
$88.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$724M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$247M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$63.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$243M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$130M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$170M
4
HNB
4
Huntington National Bank
Ohio
$23.3M
5
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$63.7M +$23.1M +180,105 +57%
Creative Planning
27
Creative Planning
Kansas
$60.4M +$2.05M +15,974 +4%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$56.7M -$466K -3,635 -0.8%
Goldman Sachs
29
Goldman Sachs
New York
$54.1M -$1.6M -12,491 -3%
MCM
30
MAI Capital Management
Ohio
$52M +$11.2M +87,122 +27%
LW
31
Linscomb Wealth
Texas
$50.9M +$1.06M +8,271 +2%
UCFA
32
United Capital Financial Advisors
Texas
$48.7M +$101K +792 +0.2%
BCI
33
Brinker Capital Investments
Pennsylvania
$48.1M -$765K -5,968 -2%
Legacy Financial Group (Iowa)
34
Legacy Financial Group (Iowa)
Iowa
$47.8M +$13.3M +103,687 +38%
MGIA
35
Moneta Group Investment Advisors
Missouri
$43.8M -$144K -1,127 -0.3%
CAN
36
Cetera Advisor Networks
California
$40.9M +$2.07M +16,134 +5%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$37.2M +$6.21M +48,501 +20%
BFS
38
Bard Financial Services
Connecticut
$36.8M -$172K -1,346 -0.5%
TPCW
39
TD Private Client Wealth
New York
$36.7M -$2.14M -16,700 -6%
CAAS
40
Capital Asset Advisory Services
Michigan
$35M -$2.16M -16,824 -6%
ODG
41
O'Dell Group
Ohio
$33M +$1.04M +8,095 +3%
FCH
42
Freestone Capital Holdings
Washington
$30.6M -$1.51M -11,800 -5%
ERWM
43
Elk River Wealth Management
Colorado
$29.9M +$2.12M +16,535 +8%
SC
44
Scotia Capital
Ontario, Canada
$29.7M -$395K -3,081 -1%
GLLW
45
Graves Light Lenhart Wealth
Virginia
$29.5M +$291K +2,270 +1%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$28.7M -$34.5K -266 -0.1%
KA
47
Klingman & Associates
New York
$28.6M -$2.31K -18 -0%
MSA
48
Marino Stram & Associates
Massachusetts
$27.7M +$899K +7,017 +3%
WFM
49
Wolff Financial Management
Michigan
$24.8M +$176K +1,373 +0.7%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$24M -$793K -6,187 -3%
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