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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 %
BFO
951
Biltmore Family Office
North Carolina
$49K – – –
MRC
952
Millburn Ridgefield Corp
New York
$48K -$1.16K -9 -2%
GAM
953
Gemmer Asset Management
California
$47K – – –
FCMT
954
Founders Capital Management (Texas)
Texas
$46K – – –
RWA
955
RGT Wealth Advisors
Texas
$46K – – –
JPLA
956
Joseph P. Lucia & Associates
New York
$46K +$46K +360 New
CJL
957
Cyrus J. Lawrence
New York
$46K +$46K +362 New
FAG
958
Fortitude Advisory Group
Washington
$45K – – –
BCM
959
Bourgeon Capital Management
Connecticut
$44K – – –
CSB
960
City State Bank
Iowa
$43K – – –
RA
961
Rise Advisors
New York
$43K +$255 +2 +0.6%
PFBT
962
Parkside Financial Bank & Trust
Missouri
$40K – – –
PK
963
Pflug Koory
Nebraska
$40K – – –
OC
964
Oakworth Capital
Alabama
$39K – – –
RDIA
965
RE Dickinson Investment Advisors
Iowa
$39K – – –
TAM
966
Tucker Asset Management
Colorado
$35.6K -$1.03K -8 -3%
AWM
967
Activest Wealth Management
Florida
$35K – – –
AIP
968
Ahrens Investment Partners
Louisiana
$35K +$258 +2 +0.7%
BCMLT
969
Beacon Capital Management LLC (Tennessee)
Tennessee
$35K +$35K +275 New
PGAM
970
Princeton Global Asset Management
New Jersey
$34K – – –
GWSG
971
GPS Wealth Strategies Group
Colorado
$34K – – –
MPWT
972
MassMutual Private Wealth & Trust
Connecticut
$34K – – –
PP
973
Pacifica Partners
Canada
$33K – – –
CPA
974
Cardiff Park Advisors
California
$29K – – –
PCTC
975
Perkins Coie Trust Company
Washington
$29K +$29K +225 New
37 38
39
40 41