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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 %
MBFW
1026
Morton Brown Family Wealth
Pennsylvania
$3K – – –
LPWM
1027
Lake Point Wealth Management
Texas
$1K – – –
OSAM
1028
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +6 New
LWMNY
1029
Landmark Wealth Management (New York)
New York
$694 +$694 +694 New
BIM
1030
Baldwin Investment Management
Pennsylvania
$317 -$23 -176 -7%
AWM
1031
Aries Wealth Management
Maine
– -$5.45M -42,189 Closed
DA
1032
Doliver Advisors
Texas
– -$1.74M -31,780 Closed
CP
1033
Castleview Partners
Texas
– -$211 -27,244 Closed
JCM
1034
Janney Capital Management
Pennsylvania
– -$3.18M -24,622 Closed
WG
1035
Welch Group
Alabama
– -$3.15M -24,369 Closed
SWM
1036
Scissortail Wealth Management
Oklahoma
– -$2.28M -17,665 Closed
GB
1037
Gunma Bank
Japan
– -$2.07M -16,000 Closed
IAA
1038
Independent Advisor Alliance
North Carolina
– -$1.61M -12,455 Closed
FTS
1039
Fifth Third Securities
Ohio
– -$1.17M -9,046 Closed
FWIA
1040
Fort Washington Investment Advisors
Ohio
– -$1.09M -8,403 Closed
CIAS
1041
CBIZ Investment Advisory Services
Ohio
– -$939K -7,274 Closed
BAM
1042
Bruderman Asset Management
New York
– -$825K -6,384 Closed
IFG
1043
Investors Financial Group
Minnesota
– -$791K -6,122 Closed
KIM
1044
Karpus Investment Management
New York
– -$777K -6,014 Closed
PGWM
1045
Pitti Group Wealth Management
New York
– -$560K -4,336 Closed
HIMC
1046
Heritage Investors Management Corp
Maryland
– -$470K -3,640 Closed
FF
1047
Friedenthal Financial
New Jersey
– -$420K -3,255 Closed
Simplex Trading
1048
Simplex Trading
Illinois
– -$269K -2,090 Closed
HWM
1049
Horizon Wealth Management
Illinois
– -$263K -2,039 Closed
AA
1050
AF Advisors
California
– -$258K -2,000 Closed
39 40 41
42
43