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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 %
SIA
851
SeaBridge Investment Advisors
New Jersey
$216K – – –
SWMG
852
Signature Wealth Management Group
Georgia
$216K – – –
APWA
853
Atlas Private Wealth Advisors
New Jersey
$215K -$110K -860 -34%
WT
854
Washington Trust
Rhode Island
$214K – – –
PCM
855
Prelude Capital Management
New York
$214K +$214K +1,673 New
NSIM
856
North Star Investment Management
Illinois
$213K – – –
RDWM
857
Red Door Wealth Management
Tennessee
$212K – – –
KFGK
858
Keystone Financial Group (Kentucky)
Kentucky
$212K +$212K +1,655 New
AA
859
Apriem Advisors
California
$211K – – –
HWA
860
Heartwood Wealth Advisors
Virginia
$210K – – –
PPW
861
Pinnacle Private Wealth
Massachusetts
$210K +$8.6K +67 +4%
ACM
862
AlphaStar Capital Management
North Carolina
$209K +$209K +1,628 New
NPA
863
Nichols & Pratt Advisers
Massachusetts
$208K – – –
GC
864
Gibson Capital
Pennsylvania
$207K – – –
ESB
865
Essex Savings Bank
Connecticut
$207K +$207K +1,614 New
FI
866
Financial Insights
Washington
$206K – – –
HCM
867
Howland Capital Management
Massachusetts
$206K – – –
FFWM
868
Future Financial Wealth Management
Ohio
$205K – – –
MKA
869
M. Kulyk & Associates
Georgia
$205K +$205K +1,602 New
CP
870
Camelot Portfolios
Ohio
$205K +$205K +1,603 New
KCM
871
Kathmere Capital Management
Pennsylvania
$202K – – –
AMBIA
872
Allen Mooney & Barnes Investment Advisors
Georgia
$202K +$202K +1,575 New
CWM
873
C2C Wealth Management
Arizona
$201K -$3.69K -28 -2%
CFFP
874
Center for Financial Planning
Michigan
$200K – – –
CHC
875
City Holding Co
West Virginia
$198K – – –
33 34
35
36 37