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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 %
MSFS
751
Main Street Financial Solutions
Pennsylvania
$299K +$384 +3 +0.1%
CA
752
Continuum Advisory
Idaho
$298K -$19.9K -161 -6%
RWB
753
RMR Wealth Builders
New Jersey
$298K +$298K +2,326 New
CFCI
754
Comprehensive Financial Consultants Institutional
Indiana
$297K – – –
ACM
755
Avalon Capital Management
California
$297K +$297K +2,392 New
SIC
756
Salem Investment Counselors
North Carolina
$295K – – –
OIA
757
Optimum Investment Advisors
Illinois
$295K +$1.79K +14 +0.6%
FFG
758
Ford Financial Group
California
$294K +$1.79K +14 +0.6%
BPFA
759
Barnes Pettey Financial Advisors
Mississippi
$293K – – –
RIM
760
Rockbridge Investment Management
New York
$290K -$581K -4,485 -67%
HR
761
Howe & Rusling
New York
$290K +$55.5K +434 +24%
BCP
762
Berkeley Capital Partners
Georgia
$289K +$1.92K +15 +0.7%
SDWIA
763
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$288K – – –
AIM
764
Alhambra Investment Management
Florida
$288K +$288K +2,251 New
FB
765
Fulton Bank
Pennsylvania
$285K – – –
CCP
766
Corient Capital Partners
California
$283K – – –
SHWM
767
Smith & Howard Wealth Management
Georgia
$283K +$6.4K +50 +2%
HCM
768
Hall Capital Management
Rhode Island
$282K -$25.4K -198 -8%
RCA
769
Ranch Capital Advisors
Florida
$282K – – –
NFP
770
Narus Financial Partners
Utah
$282K +$282K +2,200 New
EWM
771
Evercore Wealth Management
New York
$281K – – –
HT
772
HighTower Trust
Texas
$281K +$281K +2,190 New
Luther King Capital Management (LKCM)
773
Luther King Capital Management (LKCM)
Texas
$279K -$208K – –
CA
774
CGN Advisors
Kansas
$279K – – –
TFGT
775
TS Financial Group (TSFG)
Illinois
$279K +$102K +793 +57%
29 30
31
32 33