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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
+$48.3M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$22.5M
4
Bank of America
Bank of America
North Carolina
+$17.8M
5
RJA
Raymond James & Associates
Florida
+$15M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$27.6M
2
KAS
Kestra Advisory Services
Texas
-$20.8M
3
HNB
Huntington National Bank
Ohio
-$20.8M
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$11.3M
5
DWM
Destination Wealth Management
California
-$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
1001
Trexquant Investment
Connecticut
– -$544K -4,627 Closed
DWM
1002
Dakota Wealth Management
Florida
– -$536K -4,565 Closed
GSEP
1003
Golden State Equity Partners
California
– -$467K -3,976 Closed
IWP
1004
Icon Wealth Partners
Texas
– -$422K -3,587 Closed
SAM
1005
Strategy Asset Managers
California
– -$412K -3,509 Closed
VCM
1006
Virtue Capital Management
Tennessee
– -$392K -3,339 Closed
Fisher Asset Management
1007
Fisher Asset Management
Washington
– -$380K -3,234 Closed
RPG
1008
Resource Planning Group
Georgia
– -$331K -2,813 Closed
GAG
1009
GM Advisory Group
New York
– -$290K -2,466 Closed
MA
1010
MCF Advisors
Kentucky
– -$287K -2,440 Closed
Millennium Management
1011
Millennium Management
New York
– -$280K -2,385 Closed
FA
1012
Fermata Advisors
California
– -$278K -2,364 Closed
5L
1013
55I LLC
Massachusetts
– -$270K -2,297 Closed
MCWS
1014
McKinley Carter Wealth Services
West Virginia
– -$220K -1,872 Closed
Two Sigma Investments
1015
Two Sigma Investments
New York
– -$219K -1,859 Closed
WS
1016
Wela Strategies
Georgia
– -$214K -1,821 Closed
BCM
1017
Brookstone Capital Management
Illinois
– -$218K -1,815 Closed
BMD
1018
Better Money Decisions
New Mexico
– -$210K -1,788 Closed
NA
1019
Navellier & Associates
Nevada
– -$201K -1,713 Closed
CG
1020
Cutler Group
California
– -$129K -1,100 Closed
LWM
1021
Liberty Wealth Management
California
– -$115K -979 Closed
PG
1022
Proffitt & Goodson
Tennessee
– -$50K -425 Closed
JPLA
1023
Joseph P. Lucia & Associates
New York
– -$42K -360 Closed
CPC
1024
Consolidated Planning Corp
Georgia
– -$41K -352 Closed
Vontobel Holding
1025
Vontobel Holding
Switzerland
– -$37K -310 Closed
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