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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 %
AFG
601
Affinia Financial Group
Massachusetts
$473K – – –
RPC
602
Rossmore Private Capital
Connecticut
$472K – – –
GI
603
Gradient Investments
Minnesota
$472K +$229K +1,775 +95%
ADL
604
Asset Dedication LLC
California
$471K -$15.2K -118 -3%
CFG
605
Citizens Financial Group
Rhode Island
$471K – – –
CIAS
606
Capital Investment Advisory Services
North Carolina
$471K – – –
RSWM
607
Robertson Stephens Wealth Management
California
$471K +$77.4K +600 +20%
HIMC
608
Heritage Investors Management Corp
Maryland
$470K +$218K +1,685 +86%
SWM
609
Southern Wealth Management
Texas
$469K -$131K -1,012 -22%
CCM
610
Canal Capital Management
Virginia
$469K -$75.9K -587 -14%
WF
611
WoodTrust Financial
Wisconsin
$469K -$6.2K -48 -1%
PFM
612
Parsec Financial Management
North Carolina
$469K – – –
CA
613
Calton & Associates
Florida
$467K +$81K +628 +21%
CI
614
Conning Inc
Connecticut
$462K – – –
JIR
615
James Investment Research
Ohio
$460K – – –
MTIC
616
Missouri Trust & Investment Company
Missouri
$460K +$460K +3,565 New
UWPG
617
Ullmann Wealth Partners Group
Florida
$457K – – –
FIM
618
Freedom Investment Management
Connecticut
$455K +$17.7K +137 +4%
PMFA
619
Plante Moran Financial Advisors
Michigan
$449K +$8.26K +64 +2%
AWM
620
Axxcess Wealth Management
California
$446K +$446K +3,453 New
KWM
621
Kaydan Wealth Management
Michigan
$445K +$445K +3,448 New
OAM
622
Oak Asset Management
California
$442K – – –
BRWM
623
B. Riley Wealth Management
Tennessee
$442K +$81.7K +632 +23%
MFA
624
Mayflower Financial Advisors
Massachusetts
$441K +$398K +29,206 +931%
WCFA
625
Walkner Condon Financial Advisors
Wisconsin
$439K +$439K +3,400 New
23 24
25
26 27