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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.

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 %
Franklin Resources
101
Franklin Resources
California
$10.8M +$578K +4,475 +6%
DAS
102
Dynamic Advisor Solutions
Arizona
$10.8M +$813K +6,293 +8%
NA
103
NewEdge Advisors
Louisiana
$10.7M +$7.54M +58,395 +237%
SRC
104
Sage Rhino Capital
California
$10.7M -$39.6K -307 -0.4%
CFGS
105
Concourse Financial Group Securities
Alabama
$10.7M -$1.44M -11,155 -12%
FMWA
106
Forvis Mazars Wealth Advisors
Missouri
$10.5M -$178K -1,379 -2%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$10.4M -$317K -2,454 -3%
TA
108
Tiedemann Advisors
New York
$10.4M +$2.32M +17,929 +29%
State Street
109
State Street
Massachusetts
$10.1M -$160K -1,240 -2%
HF
110
HRT Financial
New York
$9.96M +$3.67M +28,409 +58%
AWG
111
Altus Wealth Group
Colorado
$9.86M +$2.15M +16,621 +28%
Jones Financial Companies
112
Jones Financial Companies
Missouri
$9.84M +$73.2K +567 +0.7%
CWMGP
113
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$9.83M +$9.83M +76,093 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$9.78M +$479K +3,708 +5%
PGFC
115
Peapack-Gladstone Financial Corp
New Jersey
$9.62M -$54.2K -420 -0.6%
TFA
116
TPG Financial Advisors
Oregon
$9.46M +$756K +5,852 +9%
WIC
117
Whitegate Investment Counselors
New Hampshire
$9.35M -$3.17M -24,547 -25%
DWP
118
Destiny Wealth Partners
Florida
$9.28M +$167K +1,290 +2%
1IA
119
1834 Investment Advisors
Wisconsin
$9.25M +$746K +5,779 +9%
William Blair & Company
120
William Blair & Company
Illinois
$9.15M +$491K +3,803 +6%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$8.92M -$638K -5,214 -7%
M&T Bank
122
M&T Bank
New York
$8.8M -$317K -2,453 -3%
PCG
123
Prosperity Consulting Group
Maryland
$8.68M +$8.68M +68,119 New
SWP
124
Stratos Wealth Partners
Ohio
$8.59M +$143K +1,108 +2%
DWM
125
Denver Wealth Management
Colorado
$8.49M +$8.49M +65,759 New
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5
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