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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 %
TC
126
TownSquare Capital
Utah
$9.13M +$1.01M +7,892 +12%
AWG
127
Altus Wealth Group
Colorado
$9.01M -$779K -6,080 -8%
Jones Financial Companies
128
Jones Financial Companies
Missouri
$9.01M -$755K -5,891 -8%
WWM
129
Western Wealth Management
Colorado
$8.76M +$6.56M +51,185 +298%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$8.62M +$659K +5,143 +8%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$8.55M -$1.82M -14,173 -18%
SWP
132
Stratos Wealth Partners
Ohio
$8.47M -$56K -437 -0.7%
M&T Bank
133
M&T Bank
New York
$8.46M -$275K -2,150 -3%
RJT
134
Raymond James Trust
Florida
$8.43M +$141K +1,102 +2%
CA
135
Cornerstone Advisory
Maryland
$8.37M +$291K +2,274 +4%
SI
136
Stephens Inc
Arkansas
$8.33M +$89.8K +701 +1%
WIC
137
Whitegate Investment Counselors
New Hampshire
$8.25M -$1.02M -7,990 -11%
NCM
138
Neumann Capital Management
California
$8.23M +$180K +1,403 +2%
ABC
139
Associated Banc-Corp
Wisconsin
$8.18M +$284K +2,215 +4%
CC
140
Corsicana & Co
Texas
$8.1M -$63.7K -497 -0.8%
EH
141
Equitable Holdings
New York
$7.99M +$1.36M +10,647 +21%
CCWA
142
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.99M -$8.46K -66 -0.1%
PCG
143
Prosperity Consulting Group
Maryland
$7.94M -$784K -6,117 -9%
PWAG
144
Polaris Wealth Advisory Group
California
$7.9M +$7.9M +61,052 New
Deutsche Bank
145
Deutsche Bank
Germany
$7.86M -$184K -1,434 -2%
CG
146
Colony Group
Massachusetts
$7.85M +$4.21M +32,873 +116%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$7.68M +$4.91M +38,361 +178%
CWM
148
Chicago Wealth Management
Illinois
$7.62M +$77.9K +608 +1%
FHA
149
Flagship Harbor Advisors
Massachusetts
$7.51M -$165K -1,285 -2%
GT
150
Greenleaf Trust
Michigan
$7.51M +$208K +1,624 +3%
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