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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 %
RWP
726
Revolve Wealth Partners
New Jersey
$310K +$310K +2,398 New
PAMG
727
Patton Albertson Miller Group
Tennessee
$308K -$9.67K -75 -3%
KIG
728
Kowal Investment Group
Wisconsin
$307K +$27.3K +211 +10%
MSFS
729
Main Street Financial Solutions
Pennsylvania
$301K -$129 -1 -0%
MPW
730
Monterey Private Wealth
California
$300K +$259 +2 +0.1%
SIC
731
Salem Investment Counselors
North Carolina
$298K – – –
PIA
732
Perennial Investment Advisors
California
$297K +$297K +2,281 New
CFCI
733
Comprehensive Financial Consultants Institutional
Indiana
$297K +$297K +2,373 New
OIA
734
Optimum Investment Advisors
Illinois
$296K -$4.53K -35 -2%
BPFA
735
Barnes Pettey Financial Advisors
Mississippi
$295K +$295K +2,288 New
BONST
736
Bank of Nova Scotia Trust
Ontario, Canada
$293K -$9.17K -71 -3%
SDWIA
737
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$291K -$259 -2 -0.1%
FFA
738
First Foundation Advisors
California
$291K +$10.6K +82 +4%
RC
739
RegentAtlantic Capital
New Jersey
$290K +$56.9K +441 +24%
BCP
740
Berkeley Capital Partners
Georgia
$289K -$3.1K -24 -1%
FB
741
Fulton Bank
Pennsylvania
$287K -$1.29K -10 -0.4%
RCA
742
Ranch Capital Advisors
Florida
$285K -$2.33K -18 -0.8%
CCP
743
Corient Capital Partners
California
$285K – – –
BC
744
Bowman & Company
Wisconsin
$285K +$285K +2,199 New
LWA
745
LWS Wealth Advisors
New Jersey
$284K +$2.19K +17 +0.8%
AWA
746
Arete Wealth Advisors
Illinois
$284K +$54.9K +424 +24%
EWM
747
Evercore Wealth Management
New York
$283K – – –
KFI
748
Key Financial Inc
Pennsylvania
$283K – – –
TWM
749
Titus Wealth Management
California
$283K +$646 +5 +0.2%
CA
750
CGN Advisors
Kansas
$281K +$281K +2,174 New
28 29
30
31 32