SDY icon

SPDR S&P Dividend ETF
SDY

Overview Fund Activity

874 hedge funds and large institutions have $7.13B invested in SPDR S&P Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 318 increasing their positions, 301 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+13
Holders Change %
+1.51%
% of All Funds
15.39%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
83
Increased
318
Reduced
301
Closed
60
Calls
$6.7M
Puts
$6.76M
Net Calls
-$61K
Net Calls Change
+$728K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$37.1M
2
BCI
Brinker Capital Investments
Pennsylvania
+$36.9M
3
LPL Financial
LPL Financial
California
+$17.4M
4
Morgan Stanley
Morgan Stanley
New York
+$13.1M
5
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$12.1M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$436M
2
SG Americas Securities
SG Americas Securities
New York
-$156M
3
TEE
Tibra Equities Europe
United Kingdom
-$156M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$39.7M
5
Bank of America
Bank of America
North Carolina
-$33.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
226
Coastline Trust
Rhode Island
$2.7M +$621K +5,260 +30%
PP
227
PDS Planning
Ohio
$2.7M -$115K -977 -4%
NEGWA
228
New England Guild Wealth Advisors
Connecticut
$2.68M -$225K -1,904 -8%
PFS
229
Prospera Financial Services
Texas
$2.67M +$219K +1,853 +9%
JWCA
230
J.W. Cole Advisors
Florida
$2.62M -$659K -5,581 -20%
PWP
231
Principle Wealth Partners
Connecticut
$2.59M -$7.67K -65 -0.3%
CA
232
Cetera Advisors
Colorado
$2.59M +$82.3K +697 +3%
BWM
233
Baystate Wealth Management
Massachusetts
$2.56M -$89.6K -759 -3%
CAGAS
234
Capital Advisory Group Advisory Services
Minnesota
$2.56M -$10.6K -90 -0.4%
ATC
235
Argent Trust Co
Tennessee
$2.54M -$29.2K -247 -1%
LOIM
236
Liberty One Investment Management
Illinois
$2.54M -$97K -822 -4%
PBT
237
Pictet Bank & Trust
Bahamas
$2.5M – – –
AIP
238
Almanack Investment Partners
Pennsylvania
$2.49M -$671K -5,681 -21%
DW
239
Domani Wealth
Pennsylvania
$2.48M -$39.7K -336 -2%
KPWS
240
Kestra Private Wealth Services
Texas
$2.47M -$99.7K -845 -4%
MA
241
Montag & Associates
Georgia
$2.47M -$44.4K -376 -2%
HCA
242
Harbour Capital Advisors
Virginia
$2.46M -$5.9K -50 -0.2%
BJL
243
Brighton Jones LLC
Washington
$2.46M +$518K +4,388 +27%
DBIA
244
Dumont & Blake Investment Advisors
New Jersey
$2.45M +$402K +3,409 +20%
SPC
245
Sigma Planning Corp
Michigan
$2.44M -$116K -983 -5%
SAI
246
Systematic Alpha Investments
New Jersey
$2.42M +$2.42M +20,500 New
Neuberger Berman Group
247
Neuberger Berman Group
New York
$2.42M +$363K +3,075 +18%
CG
248
Colony Group
Massachusetts
$2.41M -$286K -2,419 -11%
NRI
249
NFP Retirement Inc
California
$2.4M -$82.6K -700 -3%
BAM
250
Bruderman Asset Management
New York
$2.39M -$38.5K -326 -2%
8 9
10
11 12