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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 %
MIAN
126
Mariner Independent Advisor Network
Kansas
$8.43M +$1.12M +8,691 +15%
RJT
127
Raymond James Trust
Florida
$8.36M +$216K +1,676 +3%
SI
128
Stephens Inc
Arkansas
$8.31M +$233K +1,802 +3%
CC
129
Corsicana & Co
Texas
$8.22M -$236K -1,827 -3%
TC
130
TownSquare Capital
Utah
$8.18M +$8.18M +63,363 New
CA
131
Cornerstone Advisory
Maryland
$8.14M +$489K +3,784 +6%
NCM
132
Neumann Capital Management
California
$8.12M -$34.9K -270 -0.4%
Deutsche Bank
133
Deutsche Bank
Germany
$8.11M -$20.8K -161 -0.3%
US Bancorp
134
US Bancorp
Minnesota
$8.11M -$55.6K -431 -0.7%
CCWA
135
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.06M -$413K -3,198 -5%
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$8.02M +$1.76M +13,659 +28%
ABC
137
Associated Banc-Corp
Wisconsin
$7.96M +$1.64M +12,667 +26%
FHA
138
Flagship Harbor Advisors
Massachusetts
$7.74M +$35.1K +272 +0.5%
CWM
139
Chicago Wealth Management
Illinois
$7.6M +$7.04M +54,504 +1,260%
GT
140
Greenleaf Trust
Michigan
$7.36M +$39.8K +308 +0.5%
HWM
141
HB Wealth Management
Georgia
$7.07M +$7.07M +54,719 New
SDAM
142
Shulman DeMeo Asset Management
New York
$7.04M +$7.04M +54,482 New
FHB
143
First Hawaiian Bank
Hawaii
$6.85M -$366K -2,832 -5%
SMFG
144
Sumitomo Mitsui Financial Group
Japan
$6.74M +$1.11M +8,566 +20%
PWM
145
Peterson Wealth Management
Nevada
$6.68M +$379K +2,933 +6%
EH
146
Equitable Holdings
New York
$6.68M +$137K +1,059 +2%
WT
147
Whittier Trust
California
$6.6M +$58K +449 +0.9%
Mirae Asset Global Investments
148
Mirae Asset Global Investments
South Korea
$6.59M -$77.5K -600 -1%
VWM
149
Valley Wealth Managers
New Jersey
$6.58M +$112K +865 +2%
NL
150
NWAM LLC
Washington
$6.44M +$556K +4,306 +9%
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