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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
$935M
2
RBA
Richard Bernstein Advisors
New York
$88.6M
3
Morgan Stanley
Morgan Stanley
New York
$724M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$247M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$63.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$243M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$130M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$170M
4
HNB
Huntington National Bank
Ohio
$23.3M
5
EWMCB
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTCOCP
901
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$120K – – –
TF
902
TimeScale Financial
Massachusetts
$119K +$769 +6 +0.7%
IWP
903
IAG Wealth Partners
Wisconsin
$117K – – –
CCP
904
Clarkston Capital Partners
Michigan
$115K +$115K +900 New
CFD
905
Creative Financial Designs
Indiana
$114K – – –
EC
906
Estate Counselors
Wisconsin
$111K -$151K -1,180 -58%
BWA
907
BDO Wealth Advisors
Florida
$111K – – –
AWM
908
Aspire Wealth Management
Massachusetts
$111K – – –
RG
909
Retirement Group
California
$108K -$5.37K -42 -5%
PFGIA
910
Patriot Financial Group Insurance Agency
Massachusetts
$107K -$9.87K -77 -8%
TIM
911
Tortoise Investment Management
New York
$105K -$18.7K -146 -15%
EDRH
912
Edmond de Rothschild Holding
Switzerland
$102K – – –
HWM
913
Holloway Wealth Management
Florida
$102K -$102K – –
TIM
914
Tevis Investment Management
Texas
$101K – – –
WWM
915
Wolff Wiese Magana
California
$101K +$101K +785 New
MAM
916
Meeder Asset Management
Ohio
$100K -$96.8K -759 -49%
HPC
917
HM Payson & Co
Maine
$96K – – –
BA
918
Ballast Advisors
Minnesota
$96K – – –
AIA
919
Armor Investment Advisors
North Carolina
$96K +$96K +753 New
TWM
920
Tradition Wealth Management
Minnesota
$90K – – –
GA
921
GoalVest Advisory
New York
$88K +$88K +685 New
AA
922
Addison Advisors
Vermont
$85K -$12.2K -95 -13%
JFGIW
923
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K – – –
AWM
924
Angeles Wealth Management
California
$84K +$84K +652 New
NIC
925
Northwest Investment Counselors
Oregon
$83K +$256 +2 +0.3%
35 36
37
38 39