SDY icon

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 %
CB
601
Commerce Bank
Missouri
$481K -$49.6K -387 -9%
B
602
Bailard
California
$477K +$148K +1,153 +45%
BHTS
603
Bar Harbor Trust Services
Maine
$476K -$1.92K -15 -0.4%
CCM
604
Canal Capital Management
Virginia
$476K +$11.4K +89 +2%
GIA
605
Gladstone Institutional Advisory
Florida
$476K +$67.7K +528 +17%
MFG
606
Merit Financial Group
Georgia
$474K -$21.9K -171 -4%
VCP
607
Vista Capital Partners
Oregon
$473K -$15K -117 -3%
RPC
608
Rossmore Private Capital
Connecticut
$468K – – –
SWM
609
Southern Wealth Management
Texas
$468K +$2.82K +22 +0.6%
ADL
610
Asset Dedication LLC
California
$467K – – –
WCFA
611
Walkner Condon Financial Advisors
Wisconsin
$467K +$31.4K +245 +7%
WP
612
WealthSource Partners
California
$467K +$115K +901 +33%
EWA
613
Exencial Wealth Advisors
Oklahoma
$465K -$77.6K -606 -14%
WF
614
WoodTrust Financial
Wisconsin
$465K – – –
KWM
615
Kaydan Wealth Management
Michigan
$460K +$18.2K +142 +4%
CI
616
Conning Inc
Connecticut
$458K – – –
YIH
617
Y-Intercept (HK)
Hong Kong
$458K +$458K +3,577 New
UWPG
618
Ullmann Wealth Partners Group
Florida
$454K – – –
AWM
619
Axxcess Wealth Management
California
$454K +$11.5K +90 +3%
CCM
620
Compton Capital Management
Rhode Island
$453K -$109K -850 -19%
JIR
621
James Investment Research
Ohio
$453K -$3.2K -25 -0.7%
BCWM
622
Bartlett & Co Wealth Management
Ohio
$448K +$41K +320 +10%
PWMG
623
Provence Wealth Management Group
California
$448K -$154K -1,200 -26%
BC
624
Bartlett & Co
Ohio
$448K +$41K +320 +10%
WSTAM
625
Wilbanks Smith & Thomas Asset Management
Virginia
$445K -$39.8K -318 -8%
23 24
25
26 27