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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 %
TAM
876
Townsend Asset Management
North Carolina
$197K -$514 -4 -0.3%
COCM
877
Charter Oak Capital Management
New Hampshire
$191K – – –
EW
878
Element Wealth
Mississippi
$189K – – –
PCA
879
Providence Capital Advisors
North Carolina
$188K +$152K +1,188 +424%
FFA
880
Founders Financial Alliance
North Carolina
$182K -$25.1K -196 -12%
PCA
881
Permit Capital Advisors
Pennsylvania
$173K +$173K +1,311 New
PWM
882
Provident Wealth Management
Tennessee
$172K +$42.5K +332 +33%
TF
883
Tompkins Financial
New York
$172K +$77.1K +600 +81%
First Manhattan
884
First Manhattan
New York
$170K – – –
VCM
885
Versant Capital Management
Arizona
$166K – – –
RE
886
RBC Europe
United Kingdom
$161K +$30K +235 +23%
HBW
887
Hazlett, Burt & Watson
West Virginia
$161K +$161K +1,261 New
IRAG
888
Investment Research & Advisory Group
Georgia
$157K – – –
SC
889
SouthState Corp
Florida
$157K – – –
HDIM
890
Hanson & Doremus Investment Management
Vermont
$156K +$897 +7 +0.6%
TWA
891
TCI Wealth Advisors
Arizona
$152K -$10.8K -84 -7%
BBHC
892
Brown Brothers Harriman & Co
New York
$152K +$51.8K +403 +52%
BWM
893
BerganKDV Wealth Management
Minnesota
$143K – – –
CIA
894
Choate Investment Advisors
Massachusetts
$139K – – –
CNBTD
895
Citizens National Bank Trust Department
Mississippi
$137K – – –
NFSG
896
Newbridge Financial Services Group
Florida
$133K +$256 +2 +0.2%
CWC
897
Carolinas Wealth Consulting
North Carolina
$129K +$766 +6 +0.6%
LFG
898
Larson Financial Group
Missouri
$128K +$66.5K +520 +108%
JWBC
899
John W. Brooker & Co
California
$122K -$26.8K -210 -18%
PPWM
900
PFG Private Wealth Management
Florida
$122K – – –
34 35
36
37 38