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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

879 hedge funds and large institutions have $7.16B invested in SPDR S&P Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 306 increasing their positions, 282 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
-15
Holders Change %
-1.68%
% of All Funds
15.44%
Holding in Top 10
39
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-15.22%
% of All Funds
0.68%
New
53
Increased
306
Reduced
282
Closed
50
Calls
$6.35M
Puts
$3.71M
Net Calls
+$2.63M
Net Calls Change
-$317K

Top Buyers

1
LPL Financial
LPL Financial
California
$270M
2
Morgan Stanley
Morgan Stanley
New York
$610M
3
MSA
Marino Stram & Associates
Massachusetts
$24M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$109M
5
KAS
Kestra Advisory Services
Texas
$40.6M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$13K
2
ETC
Exchange Traded Concepts
Oklahoma
$0
3
FIA
Foundations Investment Advisors
Arizona
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$190M
5
Ameriprise
Ameriprise
Minnesota
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAC
226
Private Wealth Advisors (California)
California
$2.44M -$4.21K -34 -0.2%
GPWA
227
Great Point Wealth Advisors
Massachusetts
$2.43M -$154K -1,310 -6%
LOIM
228
Liberty One Investment Management
Illinois
$2.43M -$42.1K -358 -2%
HCA
229
Harbour Capital Advisors
Virginia
$2.43M -$5.88K -50 -0.2%
AIP
230
Almanack Investment Partners
Pennsylvania
$2.4M +$10.9K +93 +0.5%
KeyBank National Association
231
KeyBank National Association
Ohio
$2.4M +$23K +196 +1%
CPWA
232
Cerro Pacific Wealth Advisors
California
$2.4M +$1.21M +10,298 +102%
PA
233
PSI Advisors
Florida
$2.39M -$275K -2,335 -10%
IA
234
IFG Advisory
Georgia
$2.39M -$140K -1,191 -6%
HI
235
Harbour Investments
Wisconsin
$2.37M -$413K -3,516 -15%
PFS
236
Prospera Financial Services
Texas
$2.37M -$747K -6,343 -24%
MA
237
Mutual Advisors
Nebraska
$2.37M +$119K +1,015 +5%
HTC
238
Haverford Trust Company
Pennsylvania
$2.35M +$1.32M +11,209 +128%
DW
239
Domani Wealth
Pennsylvania
$2.34M -$64.8K -551 -3%
EIG
240
Ellenbecker Investment Group
Wisconsin
$2.34M -$201K -1,707 -8%
CG
241
Colony Group
Massachusetts
$2.25M -$43.6K -371 -2%
BJL
242
Brighton Jones LLC
Washington
$2.25M +$1.29K +11 +0.1%
GWM
243
Geneos Wealth Management
Colorado
$2.23M -$45.1K -380 -2%
FLPIM
244
F.L. Putnam Investment Management
Massachusetts
$2.23M +$351K +2,982 +19%
NP
245
NorthRock Partners
Minnesota
$2.21M -$86.4K -719 -4%
AIA
246
Avalon Investment & Advisory
Texas
$2.19M +$553K +4,701 +34%
SMG
247
Smart Money Group
Texas
$2.18M -$3.44M -29,269 -61%
Prudential Financial
248
Prudential Financial
New Jersey
$2.15M +$20K +168 +0.9%
GW
249
GW & Wade
Massachusetts
$2.14M +$21.5K +183 +1%
CBN
250
Cadence Bank NA
Texas
$2.14M +$540K +4,590 +34%
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