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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 %
ML
801
Mayport LLC
Massachusetts
$256K – – –
WI
802
Wintrust Investments
Illinois
$256K +$12.8K +100 +5%
BONST
803
Bank of Nova Scotia Trust
Ontario, Canada
$255K -$35.8K -279 -12%
BC
804
Burney Company
Virginia
$255K – – –
SFG
805
Sovereign Financial Group
Connecticut
$253K +$39.3K +307 +18%
PO
806
Private Ocean
California
$252K +$102K +800 +68%
PCA
807
Pallas Capital Advisors
Massachusetts
$250K -$33.9K -262 -12%
CFB
808
Cullen/Frost Bankers
Texas
$250K -$10.1K -79 -4%
CBTWT
809
Community Bank & Trust (Waco, Texas)
Texas
$246K – – –
EWM
810
Elmwood Wealth Management
California
$245K +$76.8K +600 +46%
WAM
811
Worth Asset Management
Texas
$245K +$245K +1,990 New
BFIM
812
Beese Fulmer Investment Management
Ohio
$244K -$16K -125 -6%
AAMC
813
Asset Allocation & Management Company
Illinois
$244K – – –
IDBONY
814
Israel Discount Bank of New York
New York
$240K – – –
LCM
815
LVM Capital Management
Michigan
$239K – – –
CT
816
Cambridge Trust
Massachusetts
$237K -$180K -1,404 -43%
OGF
817
Orin Green Financial
California
$235K – – –
WIM
818
Warwick Investment Management
Texas
$235K – – –
BFA
819
Beacon Financial Advisory
Ohio
$235K +$384 +3 +0.2%
ACM
820
Advisors Capital Management
New Jersey
$234K +$12.5K +98 +6%
WFA
821
WestHill Financial Advisors
California
$233K – – –
WTA
822
Washington Trust Advisors
Massachusetts
$233K – – –
JFG
823
JMG Financial Group
Illinois
$233K +$233K +1,820 New
QWM
824
Quaker Wealth Management
New Jersey
$232K – – –
CCM
825
Condor Capital Management
New Jersey
$232K +$8.46K +66 +4%
31 32
33
34 35