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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 %
LIM
476
Loudon Investment Management
New Hampshire
$819K +$640 +5 +0.1%
RWA
477
Redmont Wealth Advisors
Illinois
$814K – – –
JWBC
478
J.W. Burns & Co
New York
$813K – – –
BFS
479
Bradley Foster & Sargent
Connecticut
$805K +$255K +1,990 +46%
BWM
480
Benchmark Wealth Management
Connecticut
$799K – – –
GWM
481
Greenhouse Wealth Management
Connecticut
$797K +$2.05K +16 +0.3%
NFG
482
Nadler Financial Group
Illinois
$786K -$1.03K -8 -0.1%
TNBTD
483
Trustmark National Bank Trust Department
Mississippi
$778K +$116K +905 +18%
CFO
484
Collective Family Office
Pennsylvania
$775K – – –
MPM
485
Meritage Portfolio Management
Kansas
$773K +$42K +328 +6%
FCFC
486
First Commonwealth Financial Corp
Pennsylvania
$768K – – –
MLA
487
My Legacy Advisors
Oregon
$765K +$765K +5,970 New
IP
488
Ignite Planners
California
$762K +$38.6K +300 +5%
NCM
489
Noesis Capital Mangement
Florida
$760K +$152K +1,183 +25%
BDFN
490
Bond & Devick Financial Network
Minnesota
$749K -$384 -3 -0.1%
GLA
491
Good Life Advisors
Pennsylvania
$747K -$15.2K -119 -2%
RMCM
492
Reynders McVeigh Capital Management
Massachusetts
$742K +$16K +125 +2%
MFG
493
MidWestOne Financial Group
Iowa
$739K +$89.6K +699 +14%
CWM
494
Calamos Wealth Management
Illinois
$737K – – –
CCG
495
Cypress Capital Group
Florida
$737K +$41.7K +325 +6%
FWCM
496
Ferguson Wellman Capital Management
Oregon
$731K -$44.1K -344 -6%
Bessemer Group
497
Bessemer Group
New Jersey
$725K -$57.5K -449 -7%
FIM
498
Freedom Investment Management
Connecticut
$721K +$270K +2,105 +60%
BWM
499
BigSur Wealth Management
Florida
$718K – – –
LA
500
LexAurum Advisors
Kansas
$715K -$177K -1,385 -20%
18 19
20
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