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 %
EP
651
Eudaimonia Partners
Tennessee
$413K +$413K +3,222 New
FPB
652
First PREMIER Bank
South Dakota
$413K +$413K +3,225 New
GC
653
Gratus Capital
Georgia
$412K -$162K -1,265 -28%
SIC
654
Shoker Investment Counsel
Ohio
$412K +$1.54K +12 +0.4%
PSUF
655
People's United Financial
Connecticut
$411K -$362K -2,830 -47%
SVWAG
656
Sound View Wealth Advisors Group
Georgia
$409K – – –
PA
657
PFG Advisors
Arizona
$407K +$34.7K +271 +9%
JSAM
658
J. Safra Asset Management
New York
$407K +$407K +52,195 New
SAM
659
Sequent Asset Management
Texas
$406K – – –
CAG
660
Csenge Advisory Group
Florida
$404K -$526K -4,106 -57%
SB
661
Sunflower Bank
Texas
$404K -$216K -1,685 -35%
GWAG
662
Garrett Wealth Advisory Group
Texas
$404K +$2.44K +19 +0.6%
SI
663
Saxon Interests
Texas
$404K +$54.1K +423 +15%
CF
664
Centaurus Financial
California
$401K +$7.95K +62 +2%
MCM
665
Magnolia Capital Management
New York
$399K – – –
NAM
666
NTV Asset Management
West Virginia
$397K – – –
SFG
667
SNS Financial Group
Minnesota
$394K – – –
CFG
668
Citizens Financial Group
Rhode Island
$393K -$74.1K -578 -16%
HSA
669
HBK Sorce Advisory
Pennsylvania
$392K -$13K -101 -3%
WPC
670
Wedmont Private Capital
Pennsylvania
$392K +$392K +3,043 New
CDH
671
Charles D. Hyman
$391K +$1.54K +12 +0.4%
RC
672
RegentAtlantic Capital
New Jersey
$391K +$103K +801 +36%
HA
673
Harfst & Associates
Wyoming
$390K -$31.4K -245 -7%
VNA
674
Valley National Advisers
Pennsylvania
$387K +$1.15K +9 +0.3%
RF
675
Resolute Financial
Massachusetts
$387K +$1.92K +15 +0.5%
25 26
27
28 29