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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 %
GF
726
Gries Financial
Ohio
$329K – – –
LB
727
Leo Brokerage
Texas
$328K +$328K +2,560 New
LSA
728
Lion Street Advisors
Texas
$327K – – –
IFWM
729
Institute for Wealth Management
Colorado
$327K – – –
BCP
730
Blue Chip Partners
Michigan
$323K +$1.92K +15 +0.6%
MIM
731
MTM Investment Management
South Carolina
$323K +$16.1K +126 +5%
HA
732
HC Advisors
Georgia
$321K – – –
TC
733
Titleist Capital
Texas
$319K – – –
S
734
SignatureFD
Georgia
$318K +$9.35K +73 +3%
FFA
735
First Foundation Advisors
California
$318K +$28.8K +225 +10%
EIA
736
Eldridge Investment Advisors
New Hampshire
$317K – – –
KOMWMG
737
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$315K -$49.4K -386 -14%
MFGM
738
Marshall Financial Group (Maryland)
Maryland
$314K – – –
KIA
739
Kraematon Investment Advisors
Massachusetts
$314K +$898 +7 +0.3%
Financial Engines Advisors
740
Financial Engines Advisors
California
$314K +$5.64K +44 +2%
BC
741
Bowman & Company
Wisconsin
$313K +$31K +242 +11%
MA
742
MCF Advisors
Kentucky
$313K +$313K +2,440 New
RWP
743
RWA Wealth Partners
Massachusetts
$310K – – –
QCG
744
Quadrant Capital Group
Ohio
$309K – – –
RWP
745
Revolve Wealth Partners
New Jersey
$307K – – –
PIA
746
Perennial Investment Advisors
California
$306K +$10.6K +82 +4%
PFM
747
Parsec Financial Management
North Carolina
$305K -$160K -1,253 -34%
IFAM
748
Institutional & Family Asset Management
Colorado
$303K -$40.8K -319 -12%
PAMG
749
Patton Albertson Miller Group
Tennessee
$303K -$2.95K -23 -1%
MPW
750
Monterey Private Wealth
California
$301K +$259 +2 +0.1%
28 29
30
31 32