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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.

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
1
3EDGE Asset Management
Florida
$67.8M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$168M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$57.6M
4
Bank of America
4
Bank of America
North Carolina
$774M
5
RJA
5
Raymond James & Associates
Florida
$329M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$777K
2
KAS
2
Kestra Advisory Services
Texas
$23.7M
3
HNB
3
Huntington National Bank
Ohio
$23.5M
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$35.1M
5
DWM
5
Destination Wealth Management
California
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$23.7M -$20.8M -161,390 -47%
HNB
52
Huntington National Bank
Ohio
$23.5M -$20.8M -17,178 Closed
Baird Financial Group
53
Baird Financial Group
Wisconsin
$22.5M -$874K -6,772 -4%
BF
54
BOK Financial
Oklahoma
$22.5M -$244K -1,891 -1%
CAL
55
Capital Advisors Ltd
Ohio
$21.3M +$313K +2,423 +1%
WANY
56
Wealthspire Advisors (New York)
New York
$20.9M -$2.41M -18,664 -10%
CA
57
Clearstead Advisors
Ohio
$20.6M -$611K -4,733 -3%
JGIA
58
Jackson Grant Investment Advisers
Connecticut
$20.3M +$127K +981 +0.6%
AWS
59
AJ Wealth Strategies
New York
$20.2M +$3.98M +30,845 +24%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$20M +$3.71M +28,697 +23%
RBC
61
Roble Belko & Company
Pennsylvania
$19.9M +$1.57M +12,136 +9%
PAG
62
Private Advisor Group
New Jersey
$18.9M +$891K +6,901 +5%
FCI
63
Financial Counselors Inc
Kansas
$17.7M -$840K -6,508 -5%
Stifel Financial
64
Stifel Financial
Missouri
$17.5M +$1.19M +9,184 +7%
UB
65
UMB Bank
Missouri
$17.3M +$2.07M +15,995 +14%
SPIA
66
Steward Partners Investment Advisory
New York
$17.1M +$453K +3,512 +3%
PPW
67
Parcion Private Wealth
Washington
$17M +$819K +6,269 +5%
IWM
68
IHT Wealth Management
Illinois
$16.7M +$502K +3,887 +3%
FAM
69
Flaharty Asset Management
Florida
$16.3M +$110K +852 +0.7%
CCA
70
Cadent Capital Advisors
Oklahoma
$16.2M +$170K +1,315 +1%
Brown Advisory
71
Brown Advisory
Maryland
$16.1M +$2.64M +20,478 +20%
PMG
72
ProVise Management Group
Florida
$15.8M -$852K -6,598 -5%
CFS
73
CRA Financial Services
New Jersey
$15.7M -$30K -232 -0.2%
MAM
74
Madison Asset Management
Wisconsin
$15.4M -$1.32M -10,197 -8%
FNC
75
First National Corp
Massachusetts
$14.8M -$457K -3,543 -3%
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