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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.

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
1
Bank of America
North Carolina
$935M
2
RBA
2
Richard Bernstein Advisors
New York
$88.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$724M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$247M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$63.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$243M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$130M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$170M
4
HNB
4
Huntington National Bank
Ohio
$23.3M
5
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$23.5M 183,491 -288 -0.2%
HNB
52
Huntington National Bank
Ohio
– – – –
Baird Financial Group
53
Baird Financial Group
Wisconsin
$22.9M 178,415 +3,996 +2%
PAG
54
Private Advisor Group
New Jersey
$22.6M 176,186 +29,758 +20%
Brown Advisory
55
Brown Advisory
Maryland
$22.4M 174,613 +49,578 +40%
BF
56
BOK Financial
Oklahoma
$21.5M 167,899 -6,451 -4%
CAL
57
Capital Advisors Ltd
Ohio
$21.5M 167,801 +2,619 +2%
JGIA
58
Jackson Grant Investment Advisers
Connecticut
$20.3M 158,296 +926 +0.6%
AWS
59
AJ Wealth Strategies
New York
$20.1M 156,997 +171 +0.1%
CA
60
Clearstead Advisors
Ohio
$19.8M 154,815 -4,545 -3%
RBC
61
Roble Belko & Company
Pennsylvania
$19.7M 154,120 +87 +0.1%
UB
62
UMB Bank
Missouri
$19.3M 150,854 +16,933 +13%
WANY
63
Wealthspire Advisors (New York)
New York
$18.9M 147,372 -14,455 -9%
TFA
64
TPG Financial Advisors
Oregon
$18.2M 142,034 +68,799 +94%
Stifel Financial
65
Stifel Financial
Missouri
$17.6M 137,711 +2,321 +2%
FAM
66
Flaharty Asset Management
Florida
$17.6M 137,384 +11,436 +9%
CA
67
CoreCap Advisors
Michigan
$17.5M 136,337 +37,961 +39%
RPWA
68
Regent Peak Wealth Advisors
Georgia
$17.3M 135,171 +29,880 +28%
FCI
69
Financial Counselors Inc
Kansas
$17M 132,689 -4,353 -3%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$16.6M 129,669 -24,861 -16%
IWM
71
IHT Wealth Management
Illinois
$16.6M 129,603 -44 -0%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$16.4M 127,738 +54,816 +75%
CCA
73
Cadent Capital Advisors
Oklahoma
$16.3M 127,018 +1,907 +2%
HWM
74
HB Wealth Management
Georgia
$16.2M 126,811 +72,092 +132%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$16.1M 125,853 +24,821 +25%
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