SDY icon

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 %
CSIC
626
Clifford Swan Investment Counsel
California
$437K – – –
EW
627
Evoke Wealth
California
$437K – – –
PP
628
Patten & Patten
Tennessee
$437K +$90.4K +700 +26%
OCM
629
One Capital Management
California
$437K +$437K +3,388 New
WPA
630
West Paces Advisors
Georgia
$436K – – –
BDF
631
Balasa Dinverno & Foltz
$435K – – –
MWM
632
Modera Wealth Management
New Jersey
$434K -$646 -5 -0.1%
HA
633
Harfst & Associates
Wyoming
$424K -$17.4K -135 -4%
GIA
634
GHP Investment Advisors
Colorado
$424K +$905 +7 +0.2%
KF
635
Krilogy Financial
Missouri
$423K – – –
FF
636
Friedenthal Financial
New Jersey
$420K – – –
CT
637
Cambridge Trust
Massachusetts
$420K +$420K +3,254 New
TH
638
TCTC Holdings
Texas
$416K -$141K -1,094 -25%
SIC
639
Shoker Investment Counsel
Ohio
$414K -$32.2K -249 -7%
GFPC
640
Global Financial Private Client
Florida
$413K +$138K +1,072 +50%
SVWAG
641
Sound View Wealth Advisors Group
Georgia
$412K -$1.3M -10,043 -76%
WCG
642
Wall Capital Group
Arizona
$411K +$3.1K +24 +0.8%
GIA
643
Gladstone Institutional Advisory
Florida
$411K +$6.07K +47 +1%
BCWM
644
Bartlett & Co Wealth Management
Ohio
$410K – – –
BC
645
Bartlett & Co
Ohio
$410K – – –
SAM
646
Sequent Asset Management
Texas
$409K – – –
HSA
647
HBK Sorce Advisory
Pennsylvania
$408K +$134K +1,036 +49%
GWAG
648
Garrett Wealth Advisory Group
Texas
$404K +$3.1K +24 +0.8%
MCM
649
Magnolia Capital Management
New York
$403K -$69.4K -537 -15%
NAM
650
NTV Asset Management
West Virginia
$400K -$12.9K -100 -3%
24 25
26
27 28