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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 %
AAS
151
Avantax Advisory Services
Texas
$6.32M +$195K +1,510 +3%
AMM
152
American Money Management
California
$6.26M +$69.1K +535 +1%
MA
153
MONECO Advisors
Connecticut
$6.25M +$110K +869 +2%
BWFA
154
Baltimore-Washington Financial Advisors
Maryland
$6.07M +$20K +155 +0.3%
FA
155
FDx Advisors
Illinois
$6.03M -$96.7K -749 -2%
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$5.96M +$5.96M +46,151 New
OC
157
Oppenheimer & Co
New York
$5.93M -$83.7K -648 -1%
FHA
158
First Horizon Advisors
Tennessee
$5.91M -$105K -816 -2%
GL
159
Graypoint LLC
New York
$5.91M +$532K +4,122 +10%
AT
160
American Trust
Kentucky
$5.81M +$5.81M +45,022 New
FAIM
161
Financial Advocates Investment Management
Washington
$5.81M -$413K -3,199 -7%
TPW
162
TL Private Wealth
Texas
$5.77M -$36.8K -294 -0.6%
WTC
163
WhitTier Trust Company
Nevada
$5.66M -$142K -1,098 -2%
AWM
164
Aries Wealth Management
Maine
$5.45M -$222K -1,721 -4%
AP
165
Americana Partners
Texas
$5.37M +$590K +4,571 +12%
PWA
166
Providence Wealth Advisors
Illinois
$5.35M +$58K +445 +1%
AFG
167
Albion Financial Group
Utah
$5.32M -$131K -1,012 -2%
EFS
168
Essex Financial Services
Connecticut
$5.31M +$22.2K +172 +0.4%
CWM
169
Cornerstone Wealth Management
Missouri
$5.3M +$297K +2,302 +6%
PD
170
Planning Directions
Pennsylvania
$5.3M +$130K +1,010 +3%
CTC
171
Central Trust Company
Missouri
$5.19M +$873K +6,757 +20%
SFWC
172
Strategic Family Wealth Counselors
New Jersey
$5.19M +$214K +1,655 +4%
PWW
173
Pettyjohn Wood & White
Virginia
$5.05M -$41.3K -320 -0.8%
MWP
174
MYCIO Wealth Partners
Pennsylvania
$4.92M +$29.6K +229 +0.6%
SMG
175
Smart Money Group
Texas
$4.83M +$2.43M +18,824 +101%
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