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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 %
AA
876
Addison Advisors
Vermont
$97K – – –
AA
877
AlphaMark Advisors
Kentucky
$95K -$6.46K -50 -6%
TF
878
Tompkins Financial
New York
$95K – – –
TWM
879
Tradition Wealth Management
Minnesota
$91K – – –
ACA
880
Aptus Capital Advisors
Alabama
$86K – – –
JFGIW
881
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K – – –
NIC
882
Northwest Investment Counselors
Oregon
$83K +$83K +647 New
FA
883
Financial Advantage
Maryland
$81K – – –
HIA
884
Harbor Investment Advisory
Maryland
$80K -$9.63K -75 -11%
MFA
885
Morling Financial Advisors
California
$79K +$79K +611 New
BCA
886
Bray Capital Advisors
Florida
$77K – – –
MWC
887
MBM Wealth Consultants
Missouri
$74K – – –
BHWM
888
Beaird Harris Wealth Management
Texas
$73K +$73K +562 New
OA
889
Operose Advisors
Wisconsin
$73K +$73K +565 New
TCM
890
Tradewinds Capital Management
Washington
$72K – – –
PB
891
Pinnacle Bancorp
Nebraska
$66K – – –
PSB
892
Piscataqua Savings Bank
New Hampshire
$66K – – –
ZB
893
Zions Bancorporation
Utah
$65K – – –
AW
894
Avion Wealth
Texas
$65K – – –
WB
895
Webster Bank
Connecticut
$65K – – –
WPWM
896
Western Pacific Wealth Management
Illinois
$63K +$63K +495 New
LFG
897
Larson Financial Group
Missouri
$62K – – –
CSWM
898
Cassady Schiller Wealth Management
Ohio
$62K +$62K +477 New
BW
899
Bison Wealth
Georgia
$61K -$261K -2,022 -81%
MSFP
900
Mark Sheptoff Financial Planning
Connecticut
$61K – – –
34 35
36
37 38