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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.

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
1
3EDGE Asset Management
Florida
$67.8M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$168M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$57.6M
4
Bank of America
4
Bank of America
North Carolina
$774M
5
RJA
5
Raymond James & Associates
Florida
$329M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$777K
2
KAS
2
Kestra Advisory Services
Texas
$23.7M
3
HNB
3
Huntington National Bank
Ohio
$23.5M
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$35.1M
5
DWM
5
Destination Wealth Management
California
$93.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$774M 5,991,043 +138,222 +2%
Morgan Stanley
2
Morgan Stanley
New York
$670M 5,188,709 +2,586 +0%
RJA
3
Raymond James & Associates
Florida
$329M 2,544,324 +116,024 +5%
Ameriprise
4
Ameriprise
Minnesota
$321M 2,484,271 +18,917 +0.8%
LPL Financial
5
LPL Financial
California
$310M 2,397,673 +102,556 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$263M 2,039,396 +56,996 +3%
JIC
7
Joel Isaacson & Co
New York
$257M 1,988,062 +27,885 +1%
UBS Group
8
UBS Group
Switzerland
$221M 1,708,855 -39,797 -2%
Wells Fargo
9
Wells Fargo
California
$219M 1,696,407 +17,878 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$205M 1,587,975 -31,548 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$205M 1,586,850 +86,612 +6%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$168M 1,303,073 +373,990 +40%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$154M 1,194,411 +54,186 +5%
Truist Financial
14
Truist Financial
North Carolina
$142M 1,102,714 +34,230 +3%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$124M 957,754 +5,007 +0.5%
1SB
16
1ST Source Bank
Indiana
$112M 867,356 +12,611 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$104M 808,936 +16,707 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$99.8M 772,934 -5,813 -0.7%
DWM
19
Destination Wealth Management
California
$93.3M 722,255 -66,476 -8%
V
20
Veritable
Delaware
$91.1M 705,613 +4,816 +0.7%
CIA
21
Capital Investment Advisors
Georgia
$76M 588,888 -7,223 -1%
HighTower Advisors
22
HighTower Advisors
Illinois
$72.8M 563,913 +33,950 +6%
MML Investors Services
23
MML Investors Services
Massachusetts
$67.9M 526,180 +38,795 +8%
3AM
24
3EDGE Asset Management
Florida
$67.8M 525,047 +525,047 New
Creative Planning
25
Creative Planning
Kansas
$58.8M 455,160 -13,867 -3%
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