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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 %
SW
201
SVB Wealth
Massachusetts
$3.92M +$726K +5,664 +23%
MWA
202
Meridian Wealth Advisors
Texas
$3.89M -$31.8K -248 -0.8%
PC
203
Pecaut & Co
Iowa
$3.86M +$558K +4,354 +17%
ACI
204
Alpha Cubed Investments
California
$3.85M -$8.4M -65,557 -69%
MSAM
205
Moloney Securities Asset Management
Missouri
$3.82M +$291K +2,272 +8%
CAL
206
Capital Analysts LLC
Pennsylvania
$3.74M -$383K -2,991 -9%
EWA
207
EP Wealth Advisors
California
$3.7M +$105K +821 +3%
T
208
TCWP
Ohio
$3.65M +$109K +848 +3%
SPC
209
Sigma Planning Corp
Michigan
$3.64M +$671K +5,238 +23%
Qube Research & Technologies (QRT)
210
Qube Research & Technologies (QRT)
United Kingdom
$3.61M +$370K +2,889 +11%
VWA
211
Visionary Wealth Advisors
Illinois
$3.59M -$55.6K -434 -2%
Citigroup
212
Citigroup
New York
$3.58M +$474K +3,702 +15%
MA
213
MAS Advisors
Florida
$3.57M -$39.4K -304 -1%
BRWA
214
B. Riley Wealth Advisors
Florida
$3.5M -$403K -3,144 -10%
SBL
215
Sargent Bickham Lagudis
Colorado
$3.48M -$111K -870 -3%
FNBT
216
FineMark National Bank & Trust
Florida
$3.36M +$62.8K +490 +2%
CPWA
217
Cerro Pacific Wealth Advisors
California
$3.34M +$365K +2,851 +12%
NRI
218
NFP Retirement Inc
California
$3.32M +$628K +4,899 +23%
AWM
219
Apollon Wealth Management
South Carolina
$3.31M -$5.25K -41 -0.2%
JWCA
220
J.W. Cole Advisors
Florida
$3.31M -$179K -1,395 -5%
DBIA
221
Dumont & Blake Investment Advisors
New Jersey
$3.3M +$70.1K +547 +2%
AMG
222
Asset Management Group
Connecticut
$3.28M +$19.5K +152 +0.6%
JIC
223
Johnson Investment Counsel
Ohio
$3.24M +$145K +1,135 +5%
HWA
224
Hillcrest Wealth Advisors
New Jersey
$3.21M -$199K -1,550 -6%
CWM
225
Connecticut Wealth Management
Connecticut
$3.2M -$42.7K -333 -1%
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