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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 %
HI
501
Harbour Investments
Wisconsin
$686K -$1.92M -14,880 -74%
CI
502
Chartist Inc
California
$683K – – –
MC
503
Moors & Cabot
Massachusetts
$679K +$3.23K +25 +0.5%
WAP
504
Wealthcare Advisory Partners
Pennsylvania
$675K -$1.5M -11,644 -69%
RA
505
Rodgers & Associates
Pennsylvania
$667K -$121K -937 -15%
TNBTD
506
Trustmark National Bank Trust Department
Mississippi
$667K -$69.6K -539 -9%
DT
507
Diversified Trust
Tennessee
$667K -$47.1K -365 -7%
PWAC
508
Private Wealth Advisors (California)
California
$664K -$1.89M -14,602 -74%
GWS
509
Glassman Wealth Services
Virginia
$662K -$53.2K -412 -7%
BA
510
Baugh & Associates
Georgia
$659K +$659K +5,103 New
JWCA
511
J.W. Coons Advisors
Ohio
$656K +$387K +3,000 +144%
MFG
512
MidWestOne Financial Group
Iowa
$654K +$654K +5,068 New
CAC
513
Certified Advisory Corp
Florida
$648K -$19.2K -149 -3%
RWM
514
Ritholtz Wealth Management
New York
$648K – – –
CC
515
Claybrook Capital
Massachusetts
$646K – – –
HH
516
Hilltop Holdings
Texas
$638K +$74.8K +580 +13%
MPCG
517
Matrix Private Capital Group
New York
$630K – – –
TCWM
518
Total Clarity Wealth Management
Illinois
$630K +$32.8K +254 +5%
FNT
519
First National Trust
Pennsylvania
$629K -$45.5K -352 -7%
SPP
520
Single Point Partners
Massachusetts
$629K +$498K +21,242 +380%
OIA
521
OneDigital Investment Advisors
Kansas
$628K +$15.4K +119 +3%
TC
522
Trilogy Capital
California
$628K +$374K +2,894 +147%
TFS
523
Thoroughbred Financial Services
Tennessee
$626K +$85.2K +660 +16%
SB
524
Sunflower Bank
Texas
$624K -$31.1K -241 -5%
SC
525
Savant Capital
Illinois
$621K -$56.6K -439 -8%
19 20
21
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