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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 %
BFM
776
Boston Financial Management
Massachusetts
$278K +$278K +2,170 New
TWM
777
Titus Wealth Management
California
$277K -$3.98K -31 -1%
LFG
778
Lockerman Financial Group
California
$277K – – –
PW
779
Peninsula Wealth
California
$276K – – –
MCA
780
Magnolia Capital Advisors
Mississippi
$274K – – –
EFG
781
Everhart Financial Group
Ohio
$273K – – –
LWA
782
LWS Wealth Advisors
New Jersey
$270K -$12K -94 -4%
ONSWM
783
Old North State Wealth Management
North Carolina
$270K +$1.8K +14 +0.7%
WBCM
784
Wilson & Boucher Capital Management
California
$269K – – –
AWA
785
Amplius Wealth Advisors
Pennsylvania
$268K -$60.2K -470 -18%
ACM
786
Allred Capital Management
Texas
$268K +$386 +3 +0.1%
BIAS
787
Beacon Investment Advisory Services
New Jersey
$267K – – –
PL
788
Plancorp LLC
Missouri
$266K +$1.41K +11 +0.5%
CCB
789
Cutter & Co Brokerage
Missouri
$265K +$2.82K +22 +1%
GKWIM
790
Gerber Kawasaki Wealth & Investment Management
California
$264K +$61.5K +481 +30%
B
791
Bridgeworth
Alabama
$263K -$326K -2,547 -55%
WCG
792
Wall Capital Group
Arizona
$263K -$145K -1,129 -35%
B
793
Bensler
Washington
$263K +$263K +2,051 New
BRWM
794
B. Riley Wealth Management
Tennessee
$261K -$177K -1,382 -40%
GI
795
GAMCO Investors
Connecticut
$261K – – –
BO
796
BRR OpCo
Ohio
$261K – – –
ARC
797
Advisor Resource Council
Texas
$260K -$756K -5,901 -74%
BP
798
Ballentine Partners
Massachusetts
$260K – – –
FA
799
Fagan Associates
New York
$258K +$3.46K +27 +1%
CCFCSB
800
Cape Cod Five Cents Savings Bank
Massachusetts
$256K – – –
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