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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 %
SG
476
StoneX Group
New York
$780K +$111K +859 +17%
KIM
477
Karpus Investment Management
New York
$777K -$27.6M -213,277 -97%
FCFC
478
First Commonwealth Financial Corp
Pennsylvania
$774K – – –
WS
479
Wedbush Securities
California
$769K -$17.2K -133 -2%
GLA
480
Good Life Advisors
Pennsylvania
$768K +$48.9K +379 +7%
BDFN
481
Bond & Devick Financial Network
Minnesota
$755K – – –
Toronto Dominion Bank
482
Toronto Dominion Bank
Ontario, Canada
$748K – – –
CWM
483
Calamos Wealth Management
Illinois
$743K – – –
MPM
484
Meritage Portfolio Management
Kansas
$737K -$55.6K -430 -7%
RMCM
485
Reynders McVeigh Capital Management
Massachusetts
$732K -$53.1K -411 -7%
IP
486
Ignite Planners
California
$726K +$726K +5,620 New
BWM
487
BigSur Wealth Management
Florida
$723K – – –
DI
488
Disciplined Investments
Oklahoma
$718K -$129 -1 -0%
CW
489
CreativeOne Wealth
Kansas
$715K -$20.7K -160 -3%
BC
490
Burleson & Co
California
$710K – – –
FFN
491
Focus Financial Network
Minnesota
$709K +$114K +880 +19%
AA
492
Ashford Advisors
New York
$706K – – –
CST
493
Charles Schwab Trust
Nevada
$704K +$66.1K +512 +10%
RRA
494
Round Rock Advisors
Connecticut
$703K +$703K +5,441 New
CCG
495
Cypress Capital Group
Florida
$700K -$306K -2,375 -30%
KA
496
Kovack Advisors
Florida
$699K +$6.33K +49 +0.9%
GIA
497
Guyasuta Investment Advisors
Pennsylvania
$698K – – –
CDIA
498
Capital Directions Investment Advisors
Georgia
$693K – – –
Amundi
499
Amundi
France
$692K +$692K +5,300 New
ECM
500
Evergreen Capital Management
Washington
$688K +$645 +5 +0.1%
18 19
20
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