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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 %
AWA
701
Amplius Wealth Advisors
Pennsylvania
$331K +$331K +2,564 New
CA
702
Continuum Advisory
Idaho
$331K +$331K +2,566 New
WF
703
Wayfinding Financial
Washington
$331K +$331K +2,676 New
PPP
704
Private Portfolio Partners
New Jersey
$330K +$1.03K +8 +0.3%
SEP
705
Southland Equity Partners
Missouri
$329K – – –
LSA
706
Lion Street Advisors
Texas
$329K -$12.9K -100 -4%
IFWM
707
Institute for Wealth Management
Colorado
$329K – – –
APWA
708
Atlas Private Wealth Advisors
New Jersey
$328K -$62.6K -485 -16%
HA
709
HC Advisors
Georgia
$324K – – –
BCP
710
Blue Chip Partners
Michigan
$323K +$2.45K +19 +0.8%
TC
711
Titleist Capital
Texas
$322K +$322K +2,492 New
EIA
712
Eldridge Investment Advisors
New Hampshire
$320K – – –
BB
713
Busey Bank
Illinois
$320K +$96.2K +746 +43%
GTAM
714
Global Trust Asset Management
Florida
$318K – – –
MFGM
715
Marshall Financial Group (Maryland)
Maryland
$316K -$50.9K -395 -14%
AWM
716
Avior Wealth Management
Nebraska
$316K -$20.3K -157 -6%
MA
717
MKT Advisors
California
$316K +$316K +2,551 New
KIA
718
Kraematon Investment Advisors
Massachusetts
$315K +$315K +2,440 New
RWP
719
RWA Wealth Partners
Massachusetts
$313K – – –
QCG
720
Quadrant Capital Group
Ohio
$311K -$40.5K -314 -12%
S
721
SignatureFD
Georgia
$311K -$25.8K -200 -8%
Financial Engines Advisors
722
Financial Engines Advisors
California
$310K – – –
HCM
723
Hall Capital Management
Rhode Island
$310K – – –
MIM
724
MTM Investment Management
South Carolina
$310K +$129 +1 +0%
OPS
725
Orion Portfolio Solutions
Nebraska
$310K +$42.5K +329 +16%
27 28
29
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