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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 %
AWAP
701
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$354K – – –
SCA
702
Stonebridge Capital Advisors
Minnesota
$354K +$640 +5 +0.2%
ATC
703
Adirondack Trust Company
New York
$353K – – –
TA
704
TrueWealth Advisors
Alabama
$351K – – –
FAG
705
Financial Advisory Group
Texas
$350K – – –
CWS
706
Confluence Wealth Services
Pennsylvania
$349K -$123K -963 -26%
SAM
707
Summit Asset Management
Tennessee
$349K – – –
KWMG
708
King Wealth Management Group
Florida
$348K -$6.4K -50 -2%
SYBT
709
Stock Yards Bank & Trust
Kentucky
$344K +$14.8K +115 +4%
CCT
710
Chemung Canal Trust
New York
$342K – – –
WIA
711
World Investment Advisors
California
$342K +$128 +1 +0%
KIG
712
Kowal Investment Group
Wisconsin
$342K +$37.4K +292 +12%
PP
713
Patron Partners
Texas
$342K +$342K +2,676 New
WMG
714
WESCAP Management Group
California
$340K – – –
CWA
715
Clarity Wealth Advisors
California
$339K -$6.9K -54 -2%
SAM
716
Secure Asset Management
Michigan
$339K +$339K +2,650 New
BP
717
Broadleaf Partners
Ohio
$338K +$2.18K +17 +0.6%
UL
718
Unionview LLC
Washington
$337K – – –
CFA
719
Compass Financial Advisors
Indiana
$337K +$1.02K +8 +0.3%
SEP
720
Southland Equity Partners
Missouri
$337K +$10.3K +80 +3%
WF
721
Wayfinding Financial
Washington
$335K – – –
FFM
722
Forum Financial Management
Illinois
$333K -$50.1K -391 -13%
BAAM
723
Baker Avenue Asset Management
California
$333K -$15.7K -123 -5%
ANHIM
724
Alan N. Hoffman Investment Management
Massachusetts
$333K – – –
VAS
725
Vestmark Advisory Solutions
Massachusetts
$332K +$332K +2,594 New
27 28
29
30 31