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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 %
AF
176
Allworth Financial
California
$4.78M -$489K -3,789 -9%
IWC
177
Integrated Wealth Concepts
Massachusetts
$4.7M -$456K -3,532 -9%
TFS
178
TrustCore Financial Services
Tennessee
$4.64M -$2.31M -17,890 -33%
FCM
179
Firestone Capital Management
Florida
$4.47M +$66.2K +513 +2%
AIP
180
Ameritas Investment Partners
Nebraska
$4.46M +$3.16M +24,464 +243%
FWM
181
FSA Wealth Management
Massachusetts
$4.43M -$3.49K -27 -0.1%
LF
182
LifeSteps Financial
California
$4.3M -$116K -900 -3%
CAL
183
Capital Analysts LLC
Pennsylvania
$4.16M +$115K +891 +3%
HCM
184
Hollencrest Capital Management
California
$4.15M -$142K -1,102 -3%
MBTD
185
Mechanics Bank - Trust Department
California
$4.13M -$9.04K -70 -0.2%
AWC
186
Adamsbrown Wealth Consultants
Kansas
$4.06M +$4.06M +31,476 New
MWA
187
Meridian Wealth Advisors
Texas
$3.96M +$4.65K +36 +0.1%
UBG
188
United Bank (Georgia)
Georgia
$3.94M -$313K -2,421 -7%
BRWA
189
B. Riley Wealth Advisors
Florida
$3.93M -$34.7K -269 -0.9%
NDSI
190
Newman Dignan & Sheerar Inc
Rhode Island
$3.81M +$2.32K +18 +0.1%
CHA
191
Carmichael Hill & Associates
Maryland
$3.81M -$82.6K -640 -2%
E
192
ETFidea
New York
$3.79M +$3.79M +29,354 New
CA
193
Cetera Advisors
Colorado
$3.76M +$149K +1,153 +4%
VWA
194
Visionary Wealth Advisors
Illinois
$3.67M -$85.9K -665 -2%
CG
195
Colony Group
Massachusetts
$3.67M +$1.19M +9,237 +48%
PWM
196
PRW Wealth Management
Massachusetts
$3.66M -$64.8K -502 -2%
EWA
197
EP Wealth Advisors
California
$3.62M -$301K -2,333 -8%
SBL
198
Sargent Bickham Lagudis
Colorado
$3.62M -$30.6K -237 -0.8%
MA
199
MAS Advisors
Florida
$3.59M +$3.59M +27,870 New
HSBC Holdings
200
HSBC Holdings
United Kingdom
$3.58M – – –
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