SDY icon

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 %
MPWT
926
MassMutual Private Wealth & Trust
Connecticut
$35K -$1.05K -8 -3%
PP
927
Pacifica Partners
Canada
$35K – – –
AWM
928
Activest Wealth Management
Florida
$35K – – –
PGAM
929
Princeton Global Asset Management
New Jersey
$35K +$261 +2 +0.8%
AIP
930
Ahrens Investment Partners
Louisiana
$35K +$35K +269 New
GWSG
931
GPS Wealth Strategies Group
Colorado
$34K +$20.6K +162 +154%
CFG
932
CKW Financial Group
Hawaii
$30K – – –
ETI
933
Enterprise Trust & Investment
California
$30K – – –
Optiver Holding
934
Optiver Holding
Netherlands
$30K +$15.6K +125 +109%
CWA
935
Clearview Wealth Advisors
Oregon
$30K +$30K +231 New
CPA
936
Cardiff Park Advisors
California
$29K +$29K +228 New
POIA
937
Pin Oak Investment Advisors
Texas
$28K – – –
LWA
938
Lowe Wealth Advisors
Maryland
$28K – – –
ME
939
McIlrath & Eck
Washington
$28K – – –
AP
940
Atwood & Palmer
Missouri
$26K – – –
CTB
941
Country Trust Bank
Illinois
$26K – – –
FCMA
942
Foresight Capital Management Advisors
Michigan
$26K +$26K +204 New
AWM
943
AllSquare Wealth Management
New York
$23K – – –
CLOS
944
Compagnie Lombard Odier SCmA
Switzerland
$23K – – –
RFA
945
Reilly Financial Advisors
California
$22K – – –
CCMW
946
Cypress Capital Management (Wyoming)
Wyoming
$21K +$21K +165 New
FRA
947
Front Row Advisors
California
$20K – – –
MCM
948
MV Capital Management
Maryland
$20K +$20K +158 New
SMG
949
Spectrum Management Group
Indiana
$19K – – –
PP
950
PrairieView Partners
Minnesota
$17K -$1.57K -12 -8%
36 37
38
39 40