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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 %
HFA
976
HC Financial Advisors
California
$5K -$39.4K -315 -89%
TFM
977
TFC Financial Management
Massachusetts
$5K – – –
WBC
978
West Branch Capital
Massachusetts
$5K – – –
AHIA
979
Andrew Hill Investment Advisors
Florida
$5K +$5K +42 New
CP
980
Corbenic Partners
Pennsylvania
$4K – – –
FA
981
Fortis Advisors
Pennsylvania
$4K – – –
WIM
982
Westside Investment Management
California
$3.17K +$579 +4,483 +22%
MBFW
983
Morton Brown Family Wealth
Pennsylvania
$3K +$3K +20 New
JFA
984
JNBA Financial Advisors
Minnesota
$2K – – –
HCP
985
Hexagon Capital Partners
Arkansas
$2K – – –
CPFP
986
Clear Perspectives Financial Planning
Ohio
$2K – – –
LPWM
987
Lake Point Wealth Management
Texas
$1K – – –
FHC
988
First Heartland Consultants
Missouri
$729 +$31 +238 +4%
BIM
989
Baldwin Investment Management
Pennsylvania
$342 -$6 -49 -2%
FFG
990
Ford Financial Group
California
$294 +$2 +17 +0.7%
CP
991
Castleview Partners
Texas
$211 +$211 +27,244 New
BBHC
992
Brown Brothers Harriman & Co
New York
$101 – – –
SFCL
993
Strengthening Families & Communities LLC
Massachusetts
$8 +$8 +59 New
NEAM
994
New England Asset Management
Connecticut
– -$2.98M -25,339 Closed
SBH
995
Segall Bryant & Hamill
Illinois
– -$2.02M -17,181 Closed
GRP
996
Global Retirement Partners
California
– -$1.66M -14,121 Closed
Barclays
997
Barclays
United Kingdom
– -$996K -8,475 Closed
PIM
998
Parker Investment Management
California
– -$756K -6,429 Closed
BCM
999
Beaumont Capital Management
Massachusetts
– -$606K -5,158 Closed
SAM
1000
Sawgrass Asset Management
Florida
– -$585K -4,980 Closed
38 39
40
41 42