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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 %
PO
851
Private Ocean
California
$151K – – –
JWBC
852
John W. Brooker & Co
California
$151K +$130 +1 +0.1%
BWM
853
BerganKDV Wealth Management
Minnesota
$144K – – –
CNBTD
854
Citizens National Bank Trust Department
Mississippi
$143K +$143K +1,104 New
CIA
855
Choate Investment Advisors
Massachusetts
$140K – – –
NFSG
856
Newbridge Financial Services Group
Florida
$134K +$27.8K +215 +26%
RE
857
RBC Europe
United Kingdom
$132K -$90.8K -705 -41%
PWM
858
Provident Wealth Management
Tennessee
$131K – – –
CWC
859
Carolinas Wealth Consulting
North Carolina
$130K -$34.2K -264 -21%
TIM
860
Tortoise Investment Management
New York
$124K – – –
PPWM
861
PFG Private Wealth Management
Florida
$123K – – –
FMTCOCP
862
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$121K – – –
TF
863
TimeScale Financial
Massachusetts
$119K -$3.87K -30 -3%
PFGIA
864
Patriot Financial Group Insurance Agency
Massachusetts
$118K -$25.7K -199 -18%
IWP
865
IAG Wealth Partners
Wisconsin
$118K – – –
CFD
866
Creative Financial Designs
Indiana
$115K -$776 -6 -0.7%
RG
867
Retirement Group
California
$114K +$386 +3 +0.3%
DAM
868
Delta Asset Management
Tennessee
$112K – – –
BWA
869
BDO Wealth Advisors
Florida
$112K – – –
AWM
870
Aspire Wealth Management
Massachusetts
$112K +$112K +867 New
EDRH
871
Edmond de Rothschild Holding
Switzerland
$103K – – –
HWM
872
Holloway Wealth Management
Florida
$102K -$93K – –
TIM
873
Tevis Investment Management
Texas
$102K +$102K +786 New
BA
874
Ballast Advisors
Minnesota
$97K -$1.68K -13 -2%
HPC
875
HM Payson & Co
Maine
$97K – – –
33 34
35
36 37