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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 %
T
201
TCWP
Ohio
$3.57M +$3.57M +27,658 New
MSAM
202
Moloney Securities Asset Management
Missouri
$3.56M -$111K -862 -3%
PPA
203
Parametric Portfolio Associates
Washington
$3.53M +$573K +4,439 +19%
LNB
204
Ledyard National Bank
$3.52M -$617K -4,782 -15%
JWCA
205
J.W. Cole Advisors
Florida
$3.52M +$3.52M +27,224 New
HWA
206
Hillcrest Wealth Advisors
New Jersey
$3.43M -$291K -2,250 -8%
AWM
207
Apollon Wealth Management
South Carolina
$3.34M +$2.06M +15,950 +160%
PC
208
Pecaut & Co
Iowa
$3.33M +$1.78M +13,760 +114%
FNBT
209
FineMark National Bank & Trust
Florida
$3.32M -$12.7K -98 -0.4%
AMG
210
Asset Management Group
Connecticut
$3.28M +$4.52K +35 +0.1%
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$3.27M +$3.17M +24,527 +3,089%
CWM
212
Connecticut Wealth Management
Connecticut
$3.26M -$110K -855 -3%
DBIA
213
Dumont & Blake Investment Advisors
New Jersey
$3.26M +$152K +1,177 +5%
SW
214
SVB Wealth
Massachusetts
$3.22M -$3.49K -27 -0.1%
JCM
215
Janney Capital Management
Pennsylvania
$3.18M +$3.18M +24,622 New
WG
216
Welch Group
Alabama
$3.15M +$3.15M +24,369 New
Citigroup
217
Citigroup
New York
$3.13M -$172K -1,330 -5%
JIC
218
Johnson Investment Counsel
Ohio
$3.12M +$29.7K +230 +1%
BFPW
219
BOK Financial Private Wealth
Colorado
$3.11M -$472K -3,657 -13%
TNB
220
Thomasville National Bank
Georgia
$3.07M -$101K -785 -3%
BI
221
Berkeley Inc
Idaho
$3.07M -$166K -1,285 -5%
WF
222
Welch & Forbes
Massachusetts
$3.07M -$48.4K -375 -2%
HTC
223
Haverford Trust Company
Pennsylvania
$3.04M +$457K +3,543 +18%
CPWA
224
Cerro Pacific Wealth Advisors
California
$3M +$369K +2,862 +14%
DADC
225
D.A. Davidson & Co
Montana
$3M +$2.03M +15,688 +209%
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