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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 %
LIA
676
LBMC Investment Advisors
Tennessee
$360K +$240K +1,863 +201%
KWMG
677
King Wealth Management Group
Florida
$358K – – –
AWAP
678
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$357K +$12.9K +100 +4%
SCA
679
Stonebridge Capital Advisors
Minnesota
$356K -$69.3K -537 -16%
ATC
680
Adirondack Trust Company
New York
$356K – – –
SI
681
Saxon Interests
Texas
$356K +$356K +2,733 New
WP
682
WealthSource Partners
California
$355K -$36.6K -283 -9%
MCP
683
Martin Capital Partners
Oregon
$354K +$5.69K +44 +2%
LC
684
Lindbrook Capital
California
$354K +$354K +2,745 New
FAG
685
Financial Advisory Group
Texas
$353K -$7.11K -55 -2%
BAAM
686
Baker Avenue Asset Management
California
$352K -$49.9K -386 -12%
SAM
687
Summit Asset Management
Tennessee
$352K – – –
TA
688
TrueWealth Advisors
Alabama
$351K +$23.2K +180 +7%
CWA
689
Clarity Wealth Advisors
California
$349K – – –
IFAM
690
Institutional & Family Asset Management
Colorado
$347K +$646 +5 +0.2%
CCT
691
Chemung Canal Trust
New York
$344K – – –
WMG
692
WESCAP Management Group
California
$343K – – –
CFA
693
Compass Financial Advisors
Indiana
$339K +$339K +2,626 New
UL
694
Unionview LLC
Washington
$339K +$339K +2,628 New
BP
695
Broadleaf Partners
Ohio
$338K – – –
ANHIM
696
Alan N. Hoffman Investment Management
Massachusetts
$336K +$336K +2,600 New
WIA
697
World Investment Advisors
California
$333K -$4.87K -39 -1%
GF
698
Gries Financial
Ohio
$332K -$1.29K -10 -0.4%
B
699
Bailard
California
$332K – – –
SYBT
700
Stock Yards Bank & Trust
Kentucky
$331K – – –
26 27
28
29 30