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.

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
1
3EDGE Asset Management
Florida
$67.8M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$168M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$57.6M
4
Bank of America
4
Bank of America
North Carolina
$774M
5
RJA
5
Raymond James & Associates
Florida
$329M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$777K
2
KAS
2
Kestra Advisory Services
Texas
$23.7M
3
HNB
3
Huntington National Bank
Ohio
$23.5M
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$35.1M
5
DWM
5
Destination Wealth Management
California
$93.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
76
Wellspring Financial Advisors
Ohio
$14M -$4.13K -32 -0%
Mariner
77
Mariner
Kansas
$13.7M +$841K +6,511 +7%
RPWA
78
Regent Peak Wealth Advisors
Georgia
$13.6M +$8.16M +63,213 +150%
CI
79
CX Institutional
Indiana
$13.5M +$863K +6,683 +7%
KTC
80
Kistler-Tiffany Companies
Pennsylvania
$13.5M +$14.3K +111 +0.1%
HSWM
81
Hubbell Strickland Wealth Management
Louisiana
$13.2M +$101K +780 +0.8%
HCP
82
Holt Capital Partners
Texas
$13.2M -$6.46K -50 -0%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$13M +$1.17M +9,090 +10%
KIA
84
KCM Investment Advisors
California
$12.7M +$9.56K +74 +0.1%
CA
85
CoreCap Advisors
Michigan
$12.7M +$12.7M +98,376 New
1832 Asset Management
86
1832 Asset Management
Ontario, Canada
$12.6M +$65.5K +564 +0.5%
Northern Trust
87
Northern Trust
Illinois
$12.5M +$332K +2,568 +3%
ACI
88
Alpha Cubed Investments
California
$12.4M +$6.15M +47,614 +99%
SB
89
Simmons Bank
Arkansas
$12.3M -$1.15M -8,926 -9%
WB
90
WesBanco Bank
West Virginia
$12.3M +$182K +1,406 +2%
CCM
91
Covington Capital Management
California
$12.2M +$259K +2,003 +2%
SL
92
Salomon & Ludwin
Virginia
$12.1M -$120K -930 -1%
APA
93
American Portfolios Advisors
New York
$12.1M +$434K +3,363 +4%
LNC
94
Lincoln National Corp
Pennsylvania
$12M +$175K +1,353 +1%
HIM
95
Hanlon Investment Management
New Jersey
$11.9M +$1.47M +11,423 +14%
NB
96
NBT Bank
New York
$11.8M -$114K -883 -1%
SF
97
Synovus Financial
Georgia
$11.6M +$422K +3,270 +4%
AAS
98
Ameritas Advisory Services
Nebraska
$11.4M +$11.4M +88,305 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$526K +4,071 +5%
CIBC World Market
100
CIBC World Market
Ontario, Canada
$11M +$1.15M +8,943 +12%
2 3
4
5 6