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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.

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
1
Bank of America
North Carolina
$935M
2
RBA
2
Richard Bernstein Advisors
New York
$88.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$724M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$247M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$63.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$243M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$130M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$170M
4
EWMCB
4
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$14.4M
5
ACI
5
Alpha Cubed Investments
California
$3.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$935M 7,298,660 +1,307,617 +22%
Morgan Stanley
2
Morgan Stanley
New York
$724M 5,650,895 +462,186 +9%
RJA
3
Raymond James & Associates
Florida
$326M 2,541,662 -2,662 -0.1%
LPL Financial
4
LPL Financial
California
$323M 2,521,604 +123,931 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$272M 2,123,379 +83,983 +4%
JIC
6
Joel Isaacson & Co
New York
$259M 2,006,621 +18,559 +0.9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$247M 1,925,698 +337,723 +21%
Ameriprise
8
Ameriprise
Minnesota
$243M 1,896,772 -587,499 -24%
UBS Group
9
UBS Group
Switzerland
$239M 1,863,740 +154,885 +9%
Wells Fargo
10
Wells Fargo
California
$222M 1,735,274 +38,867 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$170M 1,324,241 -262,609 -17%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$163M 1,276,041 +81,630 +7%
Truist Financial
13
Truist Financial
North Carolina
$137M 1,069,318 -33,396 -3%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$130M 1,018,636 -284,437 -22%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$126M 983,647 +25,893 +3%
1SB
16
1ST Source Bank
Indiana
$119M 930,027 +62,671 +7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$112M 872,880 +63,944 +8%
DWM
18
Destination Wealth Management
California
$93M 725,707 +3,452 +0.5%
Osaic Holdings
19
Osaic Holdings
Arizona
$92.9M 827,447 +54,513 +7%
V
20
Veritable
Delaware
$91.3M 712,401 +6,788 +1%
RBA
21
Richard Bernstein Advisors
New York
$88.6M 694,839 +694,839 New
CIA
22
Capital Investment Advisors
Georgia
$74.7M 583,322 -5,566 -0.9%
MML Investors Services
23
MML Investors Services
Massachusetts
$73.7M 575,238 +49,058 +9%
HighTower Advisors
24
HighTower Advisors
Illinois
$72.3M 564,314 +401 +0.1%
3AM
25
3EDGE Asset Management
Florida
$68.8M 536,870 +11,823 +2%
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