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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
$168M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$57.6M
4
Bank of America
Bank of America
North Carolina
$774M
5
RJA
Raymond James & Associates
Florida
$329M

Top Sellers

1
KIM
Karpus Investment Management
New York
$777K
2
KAS
Kestra Advisory Services
Texas
$23.7M
3
HNB
Huntington National Bank
Ohio
$23.5M
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$35.1M
5
DWM
Destination Wealth Management
California
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
901
Arcadia Investment Management
Michigan
$58K – – –
NSB
902
Norway Savings Bank
Maine
$54K – – –
KPCM
903
Kings Point Capital Management
New York
$53K – – –
AWM
904
Accel Wealth Management
Iowa
$52K – – –
TSWM
905
Tyler-Stone Wealth Management
Ohio
$51K +$51K +393 New
AWA
906
Aquire Wealth Advisors
Utah
$51K +$51K +397 New
BFO
907
Biltmore Family Office
North Carolina
$50K – – –
MRC
908
Millburn Ridgefield Corp
New York
$49K -$132K -1,031 -73%
GAM
909
Gemmer Asset Management
California
$48K – – –
FCMT
910
Founders Capital Management (Texas)
Texas
$46K -$16K -125 -26%
RWA
911
RGT Wealth Advisors
Texas
$46K +$46K +359 New
BCM
912
Bourgeon Capital Management
Connecticut
$45K – – –
FAG
913
Fortitude Advisory Group
Washington
$45K +$45K +350 New
BCM
914
Blume Capital Management
California
$44K – – –
CSB
915
City State Bank
Iowa
$44K +$44K +338 New
RA
916
Rise Advisors
New York
$43.2K +$43.2K +335 New
RI
917
Rinkey Investments
California
$43K +$43K +332 New
PFBT
918
Parkside Financial Bank & Trust
Missouri
$40K – – –
OC
919
Oakworth Capital
Alabama
$40K – – –
PK
920
Pflug Koory
Nebraska
$40K – – –
RDIA
921
RE Dickinson Investment Advisors
Iowa
$40K +$40K +306 New
SWM
922
Selective Wealth Management
Virginia
$39K -$65K -500 -63%
VRM
923
Vectors Research Management
New York
$39K – – –
TAM
924
Tucker Asset Management
Colorado
$36.8K – – –
PCA
925
Providence Capital Advisors
North Carolina
$36K +$3.21K +25 +10%
35 36
37
38 39