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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 %
SHWM
751
Smith & Howard Wealth Management
Georgia
$279K -$223K -1,730 -44%
LFG
752
Lockerman Financial Group
California
$279K +$279K +2,160 New
PW
753
Peninsula Wealth
California
$278K +$278K +2,151 New
MCA
754
Magnolia Capital Advisors
Mississippi
$276K – – –
PCA
755
Pallas Capital Advisors
Massachusetts
$275K -$57.5K -459 -17%
EFG
756
Everhart Financial Group
Ohio
$275K – – –
WBCM
757
Wilson & Boucher Capital Management
California
$271K +$271K +2,100 New
ONSWM
758
Old North State Wealth Management
North Carolina
$270K +$270K +2,087 New
BIAS
759
Beacon Investment Advisory Services
New Jersey
$270K – – –
Simplex Trading
760
Simplex Trading
Illinois
$269K +$269K +2,090 New
ACM
761
Allred Capital Management
Texas
$268K +$386 +3 +0.1%
PL
762
Plancorp LLC
Missouri
$267K -$6.85K -53 -3%
DI
763
DFPG Investments
Utah
$267K +$51.8K +411 +24%
CCB
764
Cutter & Co Brokerage
Missouri
$265K +$776 +6 +0.3%
EC
765
Estate Counselors
Wisconsin
$264K – – –
GI
766
GAMCO Investors
Connecticut
$263K – – –
BO
767
BRR OpCo
Ohio
$263K – – –
HWM
768
Horizon Wealth Management
Illinois
$263K +$263K +2,039 New
BP
769
Ballentine Partners
Massachusetts
$262K – – –
BFIM
770
Beese Fulmer Investment Management
Ohio
$262K +$129 +1 +0%
CFB
771
Cullen/Frost Bankers
Texas
$262K +$10.2K +79 +4%
VWM
772
Venturi Wealth Management
Texas
$258K – – –
CCFCSB
773
Cape Cod Five Cents Savings Bank
Massachusetts
$258K – – –
AA
774
AF Advisors
California
$258K – – –
ML
775
Mayport LLC
Massachusetts
$258K +$258K +2,000 New
29 30
31
32 33