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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 %
SAI
526
Systematic Alpha Investments
New Jersey
$620K -$2.03M -15,700 -77%
JCM
527
Jacobi Capital Management
Pennsylvania
$618K +$344K +2,666 +126%
GG
528
Gofen & Glossberg
Illinois
$616K +$40.7K +315 +7%
NCM
529
Noesis Capital Mangement
Florida
$613K -$58.1K -450 -9%
MWM
530
Meridian Wealth Management
Kentucky
$611K +$101K +780 +20%
LCM
531
Lewis Capital Management
California
$611K +$611K +4,731 New
FPCP
532
Fort Point Capital Partners
California
$607K -$15.1K -117 -2%
PWMG
533
Provence Wealth Management Group
California
$607K +$607K +4,698 New
PFP
534
Paragon Financial Partners
California
$606K +$606K +4,693 New
MCCP
535
Mission Creek Capital Partners
California
$604K +$645 +5 +0.1%
PWP
536
Perfromance Wealth Partners
Illinois
$602K +$602K +4,664 New
AMCA
537
Arthur M. Cohen & Associates
Illinois
$601K – – –
RWA
538
River Wealth Advisors
Pennsylvania
$597K – – –
CCA
539
Column Capital Advisors
Indiana
$594K – – –
B
540
Bridgeworth
Alabama
$594K +$277K +2,147 +87%
EWM
541
EPG Wealth Management
Georgia
$592K -$258K -1,996 -30%
CS
542
Comerica Securities
Michigan
$591K +$387 +3 +0.1%
Cerity Partners
543
Cerity Partners
New York
$591K +$253K +1,957 +75%
SFA
544
Sequoia Financial Advisors
Ohio
$590K +$590K +4,572 New
HCM
545
Hengehold Capital Management
Ohio
$586K -$775 -6 -0.1%
KWM
546
Kingsview Wealth Management
Oregon
$580K +$13.6K +105 +2%
GC
547
Gratus Capital
Georgia
$579K +$11K +85 +2%
YIA
548
YHB Investment Advisors
Connecticut
$579K +$103K +796 +22%
AF
549
Apexium Financial
Texas
$577K +$3.1K +24 +0.5%
HFP
550
Holistic Financial Partners
Indiana
$575K +$129 +1 +0%
20 21
22
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