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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 %
IAG
576
Investment Advisory Group
Massachusetts
$527K +$527K +4,216 New
Jane Street
577
Jane Street
New York
$524K +$262K +2,031 +100%
JE
578
JMAC Enterprises
Pennsylvania
$524K +$524K +4,151 New
TCA
579
Transcend Capital Advisors
New Jersey
$523K -$188K -1,460 -26%
FAB
580
First American Bank
Illinois
$521K – – –
TCPWM
581
Traverso Chambers Private Wealth Management
California
$518K – – –
LWA
582
Lenox Wealth Advisors
New York
$518K +$69.9K +541 +16%
ARMC
583
American Research & Management Company
Massachusetts
$514K – – –
EWS
584
Evergreen Wealth Solutions
Pennsylvania
$513K +$513K +3,973 New
PWM
585
Perigon Wealth Management
California
$508K +$261K +2,023 +106%
FWP
586
FAS Wealth Partners
Kansas
$500K -$132K -1,020 -21%
WSTAM
587
Wilbanks Smith & Thomas Asset Management
Virginia
$500K +$38.7K +300 +8%
SF
588
Summit Financial
New Jersey
$499K +$3.87K +30 +0.8%
MFG
589
Merit Financial Group
Georgia
$499K -$18.6K -144 -4%
VFM
590
Vivid Financial Management
California
$492K – – –
VCP
591
Vista Capital Partners
Oregon
$492K +$30.2K +234 +7%
EVM
592
Eaton Vance Management
Massachusetts
$490K -$5.94K -46 -1%
AIM
593
Acropolis Investment Management
Missouri
$488K +$258 +2 +0.1%
CAM
594
Covenant Asset Management
New Jersey
$487K – – –
PCA
595
Personal Capital Advisors
California
$487K +$143K +1,106 +41%
FANJ
596
Financial Architects (New Jersey)
New Jersey
$486K +$258 +2 +0.1%
BHTS
597
Bar Harbor Trust Services
Maine
$481K – – –
ST
598
Smithfield Trust
Pennsylvania
$478K – – –
DFA
599
DHJJ Financial Advisors
Illinois
$478K +$15K +116 +3%
CWS
600
Confluence Wealth Services
Pennsylvania
$476K +$476K +3,689 New
22 23
24
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