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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 %
TI
826
Truepoint Inc
Ohio
$231K -$4.1K -32 -2%
SLWA
827
San Luis Wealth Advisors
California
$231K – – –
NL
828
NVWM LLC
Pennsylvania
$230K – – –
RCA
829
Resonant Capital Advisors
Wisconsin
$227K – – –
AAS
830
Annex Advisory Services
Wisconsin
$227K +$227K +1,774 New
RW
831
RVW Wealth
California
$226K +$22K +172 +11%
AWM
832
Avior Wealth Management
Nebraska
$225K -$87.8K -687 -28%
SFP
833
Sterling Financial Planning
New Jersey
$225K +$257 +2 +0.1%
EI
834
Ethic Inc
New York
$224K – – –
CBFP
835
Cedar Brook Financial Partners
Ohio
$223K -$33.5K -261 -13%
TCBWMS
836
Texas Capital Bank Wealth Management Services
Texas
$223K – – –
KAH
837
Kathryn A. Hall
$223K – – –
EP
838
EPIQ Partners
Minnesota
$222K -$1.93K -15 -0.9%
RC
839
Roundview Capital
New Jersey
$222K – – –
SB
840
Strategic Blueprint
Georgia
$222K +$222K +1,736 New
BB
841
Busey Bank
Illinois
$221K -$96.7K -755 -30%
AWE
842
Avidian Wealth Enterprises
Texas
$220K +$256 +2 +0.1%
CAM
843
Crestone Asset Management
Colorado
$219K – – –
SWM
844
Selective Wealth Management
Virginia
$219K +$181K +1,412 +471%
WCAMG
845
Woodard & Company Asset Management Group
North Carolina
$218K – – –
APWM
846
Atlas Private Wealth Management
New York
$218K – – –
ORC
847
O'Rourke & Company
Massachusetts
$218K – – –
IGGA
848
Iron Gate Global Advisors
Utah
$217K – – –
BFC
849
Bedel Financial Consulting
Indiana
$217K +$10.6K +83 +5%
SIA
850
SeaBridge Investment Advisors
New Jersey
$216K – – –
32 33
34
35 36