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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 %
CAN
551
Claraphi Advisory Network
United States
$574K -$23.4K -181 -4%
CCM
552
Coldstream Capital Management
Washington
$572K -$462K -3,577 -45%
QCM
553
Quest Capital Management
Texas
$569K -$36.6K -283 -6%
CCM
554
Compton Capital Management
Rhode Island
$566K +$1.94K +15 +0.3%
CA
555
Carson Advisory
Georgia
$564K +$564K +4,364 New
FCA
556
FLC Capital Advisors
California
$563K – – –
GC
557
Grimes & Company
Massachusetts
$561K -$10.3K -80 -2%
PIM
558
Penobscot Investment Management
Massachusetts
$560K – – –
PGWM
559
Pitti Group Wealth Management
New York
$560K +$560K +4,336 New
NWM
560
Nauset Wealth Management
Connecticut
$560K +$560K +4,338 New
ZIC
561
ZWJ Investment Counsel
Georgia
$555K – – –
BFS
562
Bradley Foster & Sargent
Connecticut
$555K +$555K +4,296 New
BFO
563
Boston Family Office
Massachusetts
$550K – – –
AWA
564
Arkadios Wealth Advisors
Georgia
$550K +$488K +3,783 +793%
EWA
565
Exencial Wealth Advisors
Oklahoma
$547K +$547K +4,239 New
WCM
566
WealthBridge Capital Management
Ohio
$546K – – –
CFA
567
Carroll Financial Associates
North Carolina
$544K -$128 -1 -0%
SWM
568
SeaCrest Wealth Management
New York
$543K -$1.42K -11 -0.3%
RA
569
RFG Advisory
Alabama
$541K +$541K +4,188 New
BFA
570
Beaumont Financial Advisors
Massachusetts
$538K -$253K -1,963 -32%
MAA
571
Matrix Asset Advisors
New York
$538K +$15K +116 +3%
CB
572
Commerce Bank
Missouri
$535K -$107K -830 -17%
DZ Bank
573
DZ Bank
Germany
$528K – – –
GSWM
574
Golden State Wealth Management
California
$528K +$528K +4,090 New
VFA
575
Valeo Financial Advisors
Indiana
$527K -$16.1K -125 -3%
21 22
23
24 25