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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 %
GC
826
Gibson Capital
Pennsylvania
$209K +$209K +1,622 New
Luther King Capital Management (LKCM)
827
Luther King Capital Management (LKCM)
Texas
$208K -$283K – –
BFC
828
Bedel Financial Consulting
Indiana
$208K +$387 +3 +0.2%
HCM
829
Howland Capital Management
Massachusetts
$208K +$208K +1,607 New
FI
830
Financial Insights
Washington
$208K +$208K +1,608 New
RW
831
RVW Wealth
California
$206K +$206K +1,592 New
FFWM
832
Future Financial Wealth Management
Ohio
$206K +$206K +1,600 New
GKWIM
833
Gerber Kawasaki Wealth & Investment Management
California
$204K +$28K +217 +16%
PPW
834
Pinnacle Private Wealth
Massachusetts
$203K +$203K +1,570 New
KCM
835
Kathmere Capital Management
Pennsylvania
$203K +$203K +1,575 New
CFFP
836
Center for Financial Planning
Michigan
$202K – – –
CWM
837
C2C Wealth Management
Arizona
$200K +$200K +1,552 New
TAM
838
Townsend Asset Management
North Carolina
$199K -$6.47K -50 -3%
MAM
839
Meeder Asset Management
Ohio
$199K -$4.26K -33 -2%
CHC
840
City Holding Co
West Virginia
$193K – – –
COCM
841
Charter Oak Capital Management
New Hampshire
$193K +$52.1K +403 +37%
EW
842
Element Wealth
Mississippi
$190K – – –
TFGT
843
TS Financial Group (TSFG)
Illinois
$179K -$2.97K -23 -2%
First Manhattan
844
First Manhattan
New York
$171K – – –
EWM
845
Elmwood Wealth Management
California
$170K +$170K +1,314 New
VCM
846
Versant Capital Management
Arizona
$167K – – –
TWA
847
TCI Wealth Advisors
Arizona
$164K +$22.6K +175 +16%
SC
848
SouthState Corp
Florida
$159K – – –
IRAG
849
Investment Research & Advisory Group
Georgia
$158K – – –
HDIM
850
Hanson & Doremus Investment Management
Vermont
$156K +$1.03K +8 +0.7%
32 33
34
35 36