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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 %
DI
501
Disciplined Investments
Oklahoma
$712K – – –
YIA
502
YHB Investment Advisors
Connecticut
$707K +$133K +1,038 +23%
BC
503
Burleson & Co
California
$705K – – –
AA
504
Ashford Advisors
New York
$700K – – –
KA
505
Kovack Advisors
Florida
$698K +$4.87K +38 +0.7%
GWS
506
Glassman Wealth Services
Virginia
$698K +$41.2K +322 +6%
TFS
507
Thoroughbred Financial Services
Tennessee
$697K +$76.3K +596 +12%
DFA
508
DHJJ Financial Advisors
Illinois
$695K +$216K +1,664 +45%
Jane Street
509
Jane Street
New York
$693K +$173K +1,351 +33%
GIA
510
Guyasuta Investment Advisors
Pennsylvania
$692K – – –
CDIA
511
Capital Directions Investment Advisors
Georgia
$688K – – –
ECM
512
Evergreen Capital Management
Washington
$687K +$3.85K +30 +0.6%
Amundi
513
Amundi
France
$686K – – –
FPCP
514
Fort Point Capital Partners
California
$680K +$78.2K +611 +13%
CW
515
CreativeOne Wealth
Kansas
$676K -$33.3K -260 -5%
MC
516
Moors & Cabot
Massachusetts
$675K +$1.41K +11 +0.2%
JCM
517
Jacobi Capital Management
Pennsylvania
$674K +$61.1K +477 +10%
DT
518
Diversified Trust
Tennessee
$662K – – –
PWAC
519
Private Wealth Advisors (California)
California
$660K +$1.92K +15 +0.3%
JWCA
520
J.W. Coons Advisors
Ohio
$651K – – –
ACP
521
Aveo Capital Partners
Colorado
$646K -$128K -1,002 -17%
BA
522
Baugh & Associates
Georgia
$643K -$10.2K -80 -2%
RWM
523
Ritholtz Wealth Management
New York
$641K -$1.28K -10 -0.2%
CC
524
Claybrook Capital
Massachusetts
$641K – – –
LI
525
LMCG Investments
Massachusetts
$641K +$641K +5,000 New
19 20
21
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