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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 %
H
676
HoyleCohen
California
$385K +$898 +7 +0.2%
CSIC
677
Clifford Swan Investment Counsel
California
$382K -$51.2K -400 -12%
FCA
678
FLC Capital Advisors
California
$379K -$179K -1,400 -32%
SSB
679
Sandy Spring Bank
Maryland
$379K -$12.8K -100 -3%
LWM
680
Laidlaw Wealth Management
New York
$378K – – –
RF
681
Rollins Financial
Georgia
$377K +$377K +2,939 New
IC
682
IEQ Capital
California
$376K – – –
Principal Financial Group
683
Principal Financial Group
Iowa
$376K +$376K +2,936 New
5L
684
55I LLC
Massachusetts
$376K +$376K +2,941 New
EVM
685
Eaton Vance Management
Massachusetts
$375K -$111K -865 -23%
MW
686
Marcum Wealth
Ohio
$375K +$13.9K +108 +4%
WOSD
687
WFA of San Diego
California
$374K -$449K -3,500 -55%
SCM
688
Schnieders Capital Management
California
$371K – – –
PWLP
689
Prio Wealth Limited Partnership
Massachusetts
$368K – – –
EWS
690
Evergreen Wealth Solutions
Pennsylvania
$365K -$144K -1,123 -28%
RWP
691
Ridgecrest Wealth Partners
California
$365K – – –
KFI
692
Key Financial Inc
Pennsylvania
$364K +$83.2K +650 +30%
BFG
693
Berger Financial Group
Minnesota
$363K +$513 +4 +0.1%
IIC
694
Integrated Investment Consultants
Michigan
$361K – – –
CPIG
695
Chicago Partners Investment Group
Illinois
$360K -$21.6K -176 -6%
AWA
696
Arete Wealth Advisors
Illinois
$360K +$78.4K +611 +28%
WKWM
697
Walter & Keenan Wealth Management
Indiana
$359K – – –
MPCL
698
My Personal CFO LLC
Washington
$359K – – –
LIA
699
LBMC Investment Advisors
Tennessee
$358K +$256 +2 +0.1%
MCP
700
Martin Capital Partners
Oregon
$356K +$4.74K +37 +1%
26 27
28
29 30