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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.

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
1
Bank of America
North Carolina
$935M
2
RBA
2
Richard Bernstein Advisors
New York
$88.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$724M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$247M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$63.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$243M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$130M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$170M
4
HNB
4
Huntington National Bank
Ohio
$23.3M
5
EWMCB
5
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
NB
101
NBT Bank
New York
$11.6M 90,353 -1,198 -1%
LNC
102
Lincoln National Corp
Pennsylvania
$11.5M 89,637 -3,032 -3%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$11.4M 88,764 +2,871 +3%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$11.3M 88,491 +3,598 +4%
DAS
105
Dynamic Advisor Solutions
Arizona
$11.3M 88,258 +4,603 +6%
HIM
106
Hanlon Investment Management
New Jersey
$11.1M 86,777 -5,206 -6%
US Bancorp
107
US Bancorp
Minnesota
$11.1M 86,497 +23,723 +38%
FNC
108
First National Corp
Massachusetts
$11M 85,944 -28,499 -25%
FMWA
109
Forvis Mazars Wealth Advisors
Missouri
$11M 85,605 +4,134 +5%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$10.9M 85,003 +9,280 +12%
SRC
111
Sage Rhino Capital
California
$10.6M 82,856 -110 -0.1%
CFGS
112
Concourse Financial Group Securities
Alabama
$10.4M 81,290 -1,400 -2%
NA
113
NewEdge Advisors
Louisiana
$10.4M 80,823 -2,210 -3%
TA
114
Tiedemann Advisors
New York
$10.3M 80,703 – –
State Street
115
State Street
Massachusetts
$10.3M 80,117 +1,754 +2%
CWMGP
116
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$9.95M 77,661 +1,568 +2%
HI
117
Horizon Investments
North Carolina
$9.9M 77,292 +77,292 New
PGFC
118
Peapack-Gladstone Financial Corp
New Jersey
$9.88M 77,153 +2,628 +4%
AAS
119
Ameritas Advisory Services
Nebraska
$9.5M 74,134 -14,171 -16%
FFS
120
Founders Financial Securities
Maryland
$9.49M 74,079 +74,079 New
PWM
121
Peterson Wealth Management
Nevada
$9.4M 73,358 +21,612 +42%
William Blair & Company
122
William Blair & Company
Illinois
$9.39M 73,269 +2,390 +3%
1IA
123
1834 Investment Advisors
Wisconsin
$9.23M 72,041 +401 +0.6%
DWP
124
Destiny Wealth Partners
Florida
$9.16M 71,486 -392 -0.5%
MIAN
125
Mariner Independent Advisor Network
Kansas
$9.15M 71,652 +6,301 +10%
3 4
5
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