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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 %
MFG
551
Magnus Financial Group
New York
$580K +$580K +4,525 New
RWA
552
River Wealth Advisors
Pennsylvania
$577K -$15.2K -119 -3%
AF
553
Apexium Financial
Texas
$577K – – –
EP
554
Edgestream Partners
New Jersey
$575K +$575K +4,485 New
SFA
555
Sequoia Financial Advisors
Ohio
$574K -$11.4K -89 -2%
HFP
556
Holistic Financial Partners
Indiana
$570K – – –
IRC
557
Investors Research Corp
Georgia
$570K +$570K +4,451 New
VWM
558
Venturi Wealth Management
Texas
$568K +$312K +2,431 +122%
CCM
559
Coldstream Capital Management
Washington
$567K – – –
CA
560
Carson Advisory
Georgia
$561K +$1.67K +13 +0.3%
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$557K -$112K -876 -17%
NWM
562
Nauset Wealth Management
Connecticut
$557K +$1.15K +9 +0.2%
GC
563
Grimes & Company
Massachusetts
$556K – – –
WCM
564
WealthBridge Capital Management
Ohio
$554K +$12.8K +100 +2%
HCM
565
Hengehold Capital Management
Ohio
$552K -$29.6K -231 -5%
PWM
566
Perigon Wealth Management
California
$549K +$45.5K +355 +9%
AWA
567
Arkadios Wealth Advisors
Georgia
$546K +$128 +1 +0%
GI
568
Gradient Investments
Minnesota
$546K +$77.6K +605 +17%
IAG
569
Investment Advisory Group
Massachusetts
$540K – – –
SWM
570
SeaCrest Wealth Management
New York
$540K +$1.41K +11 +0.3%
RA
571
RFG Advisory
Alabama
$540K +$3.84K +30 +0.7%
GSWM
572
Golden State Wealth Management
California
$538K +$13.8K +108 +3%
VFA
573
Valeo Financial Advisors
Indiana
$536K +$12.8K +100 +2%
PAS
574
Park Avenue Securities
New York
$536K +$536K +4,183 New
BFA
575
Beaumont Financial Advisors
Massachusetts
$534K – – –
21 22
23
24 25