SDY icon

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 %
CBFP
776
Cedar Brook Financial Partners
Ohio
$258K +$258K +2,000 New
BC
777
Burney Company
Virginia
$257K – – –
FA
778
Fagan Associates
New York
$257K +$388 +3 +0.2%
GWM
779
Greenwich Wealth Management
Connecticut
$252K +$258 +2 +0.1%
AFG
780
Alterity Financial Group
Maine
$251K +$251K +1,942 New
PFA
781
Pure Financial Advisors
California
$250K +$388 +3 +0.2%
CBTWT
782
Community Bank & Trust (Waco, Texas)
Texas
$248K – – –
GCP
783
Gill Capital Partners
Colorado
$247K -$2.45K -19 -1%
AAMC
784
Asset Allocation & Management Company
Illinois
$246K – – –
WI
785
Wintrust Investments
Illinois
$245K – – –
SW
786
StrongBox Wealth
Missouri
$242K -$3.49K -27 -1%
IDBONY
787
Israel Discount Bank of New York
New York
$242K – – –
LCM
788
LVM Capital Management
Michigan
$241K +$2.58K +20 +1%
TI
789
Truepoint Inc
Ohio
$237K – – –
HR
790
Howe & Rusling
New York
$237K +$517 +4 +0.2%
WIM
791
Warwick Investment Management
Texas
$237K +$237K +1,832 New
BFA
792
Beacon Financial Advisory
Ohio
$236K +$644 +5 +0.3%
WFA
793
WestHill Financial Advisors
California
$235K – – –
WTA
794
Washington Trust Advisors
Massachusetts
$235K +$235K +1,822 New
QWM
795
Quaker Wealth Management
New Jersey
$234K – – –
NL
796
NVWM LLC
Pennsylvania
$232K – – –
SLWA
797
San Luis Wealth Advisors
California
$231K – – –
OGF
798
Orin Green Financial
California
$229K -$21.5K -172 -9%
EI
799
Ethic Inc
New York
$226K -$214K -1,651 -49%
SFP
800
Sterling Financial Planning
New Jersey
$226K -$11K -85 -5%
30 31
32
33 34