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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 %
RCA
801
Resonant Capital Advisors
Wisconsin
$226K – – –
CCM
802
Condor Capital Management
New Jersey
$225K – – –
EP
803
EPIQ Partners
Minnesota
$225K – – –
IGGA
804
Iron Gate Global Advisors
Utah
$224K -$26.4K -200 -11%
KAH
805
Kathryn A. Hall
$224K – – –
TCBWMS
806
Texas Capital Bank Wealth Management Services
Texas
$224K – – –
RC
807
Roundview Capital
New Jersey
$223K – – –
ACM
808
Advisors Capital Management
New Jersey
$223K +$223K +1,730 New
AWE
809
Avidian Wealth Enterprises
Texas
$222K +$259 +2 +0.1%
CAM
810
Crestone Asset Management
Colorado
$221K – – –
WCAMG
811
Woodard & Company Asset Management Group
North Carolina
$220K – – –
ORC
812
O'Rourke & Company
Massachusetts
$220K +$220K +1,700 New
APWM
813
Atlas Private Wealth Management
New York
$220K +$220K +1,701 New
SIA
814
SeaBridge Investment Advisors
New Jersey
$218K +$218K +1,685 New
WWM
815
Windsor Wealth Management
Indiana
$217K +$217K +1,662 New
SWMG
816
Signature Wealth Management Group
Georgia
$217K +$217K +1,684 New
WT
817
Washington Trust
Rhode Island
$216K -$146K -1,125 -40%
SFG
818
Sovereign Financial Group
Connecticut
$216K +$216K +1,670 New
NSIM
819
North Star Investment Management
Illinois
$215K +$178K +1,379 +486%
AA
820
Apriem Advisors
California
$213K +$213K +1,649 New
RDWM
821
Red Door Wealth Management
Tennessee
$213K +$213K +1,656 New
BHB
822
Bank Hapoalim BM
Israel
$212K -$25.8K -200 -11%
HWA
823
Heartwood Wealth Advisors
Virginia
$212K -$12.9K -100 -6%
NPA
824
Nichols & Pratt Advisers
Massachusetts
$210K +$210K +1,625 New
FFA
825
Founders Financial Alliance
North Carolina
$209K -$12.9K -100 -6%
31 32
33
34 35