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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 %
SFG
651
SNS Financial Group
Minnesota
$398K – – –
CF
652
Centaurus Financial
California
$396K +$8.65K +67 +2%
SSB
653
Sandy Spring Bank
Maryland
$394K – – –
CDH
654
Charles D. Hyman
$393K +$1.94K +15 +0.5%
APA
655
Astoria Portfolio Advisors
New York
$393K +$393K +3,044 New
RF
656
Resolute Financial
Massachusetts
$389K +$389K +3,009 New
VNA
657
Valley National Advisers
Pennsylvania
$388K +$1.42K +11 +0.4%
H
658
HoyleCohen
California
$387K +$157K +1,215 +68%
CPIG
659
Chicago Partners Investment Group
Illinois
$386K – – –
FFM
660
Forum Financial Management
Illinois
$386K +$386K +2,991 New
BCA
661
Bay Colony Advisors
Massachusetts
$384K -$3.87K -30 -1%
LWM
662
Laidlaw Wealth Management
New York
$381K – – –
IC
663
IEQ Capital
California
$379K +$12.9K +100 +4%
PA
664
PFG Advisors
Arizona
$375K +$36.8K +285 +11%
SCM
665
Schnieders Capital Management
California
$374K – – –
PWLP
666
Prio Wealth Limited Partnership
Massachusetts
$371K – – –
EGA
667
Eagle Global Advisors
Texas
$369K – – –
RWP
668
Ridgecrest Wealth Partners
California
$368K -$8.26K -64 -2%
KOMWMG
669
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$367K +$35.9K +278 +11%
BFG
670
Berger Financial Group
Minnesota
$365K +$72.8K +564 +25%
MW
671
Marcum Wealth
Ohio
$364K -$7.5K -58 -2%
IIC
672
Integrated Investment Consultants
Michigan
$364K – – –
WKWM
673
Walter & Keenan Wealth Management
Indiana
$362K – – –
MPCL
674
My Personal CFO LLC
Washington
$362K +$362K +2,800 New
MCC
675
Money Concepts Capital
Florida
$361K +$361K +2,799 New
25 26
27
28 29