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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 %
MAA
576
Matrix Asset Advisors
New York
$534K – – –
GTAM
577
Global Trust Asset Management
Florida
$534K +$218K +1,705 +69%
JE
578
JMAC Enterprises
Pennsylvania
$532K -$128 -1 -0%
RSWM
579
Robertson Stephens Wealth Management
California
$531K +$64K +500 +14%
DZ Bank
580
DZ Bank
Germany
$528K – – –
EWM
581
EPG Wealth Management
Georgia
$526K -$61.7K -481 -10%
LWA
582
Lenox Wealth Advisors
New York
$521K +$130 +1 +0%
BFO
583
Boston Family Office
Massachusetts
$520K -$25.6K -200 -5%
ICP
584
Interchange Capital Partners
Pennsylvania
$519K +$519K +4,055 New
GFPC
585
Global Financial Private Client
Florida
$518K +$103K +797 +25%
TCPWM
586
Traverso Chambers Private Wealth Management
California
$514K – – –
PIM
587
Penobscot Investment Management
Massachusetts
$512K -$43.6K -340 -8%
ARMC
588
American Research & Management Company
Massachusetts
$510K – – –
CA
589
Calton & Associates
Florida
$509K +$45.3K +354 +10%
ZIC
590
ZWJ Investment Counsel
Georgia
$507K -$44.2K -345 -8%
FAB
591
First American Bank
Illinois
$504K -$12.8K -100 -2%
WPA
592
West Paces Advisors
Georgia
$502K +$69.8K +545 +16%
PWP
593
Perfromance Wealth Partners
Illinois
$502K -$95.7K -747 -16%
SF
594
Summit Financial
New Jersey
$498K +$2.43K +19 +0.5%
FWP
595
FAS Wealth Partners
Kansas
$498K +$1.54K +12 +0.3%
KWM
596
Kingsview Wealth Management
Oregon
$498K -$77.6K -606 -13%
CIAS
597
Capital Investment Advisory Services
North Carolina
$496K +$29K +226 +6%
AFG
598
Affinia Financial Group
Massachusetts
$485K – – –
CAM
599
Covenant Asset Management
New Jersey
$484K – – –
AIM
600
Acropolis Investment Management
Missouri
$484K +$256 +2 +0.1%
22 23
24
25 26