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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 %
CAM
251
Cresset Asset Management
Illinois
$2.37M +$69.4K +588 +3%
BSW
252
Buckingham Strategic Wealth
Missouri
$2.32M -$9.92K -84 -0.4%
Prudential Financial
253
Prudential Financial
New Jersey
$2.3M -$273K -2,309 -11%
KeyBank National Association
254
KeyBank National Association
Ohio
$2.3M +$101K +852 +5%
CRI
255
Colonial River Investments
Virginia
$2.25M +$295K +2,500 +15%
NP
256
NorthRock Partners
Minnesota
$2.23M -$138K -1,173 -6%
TW
257
Transform Wealth
Colorado
$2.21M -$206K -1,746 -9%
GB
258
Gunma Bank
Japan
$2.17M +$2.17M +18,400 New
SMG
259
Smart Money Group
Texas
$2.16M -$149K -1,262 -6%
YWP
260
YorkBridge Wealth Partners
New York
$2.12M +$80.1K +679 +4%
PWAC
261
Private Wealth Advisors (California)
California
$2.1M +$364K +3,087 +21%
PAG
262
Pinnacle Advisory Group
Maryland
$2.07M +$2.07M +17,541 New
NCM
263
Narwhal Capital Management
Georgia
$2.06M – – –
DMC
264
Drexel Morgan & Co
Pennsylvania
$2.06M – – –
SFG
265
StrategIQ Financial Group
Indiana
$2.05M +$121K +1,024 +6%
MWP
266
MYCIO Wealth Partners
Pennsylvania
$2.04M +$1.17M +9,948 +136%
BAAM
267
Baker Avenue Asset Management
California
$2.03M +$88.4K +749 +5%
GW
268
GW & Wade
Massachusetts
$2.03M +$1.03M +8,743 +103%
PFO
269
Pathstone Family Office
New Jersey
$2.03M +$12.4K +105 +0.6%
TNB
270
TCF National Bank
South Dakota
$2.03M +$32.8K +278 +2%
KOMWMG
271
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.03M -$31.5K -267 -2%
LNWWM
272
Laird Norton Wetherby Wealth Management
California
$2.03M -$13.3K -113 -0.7%
KWM
273
Kingsview Wealth Management
Oregon
$2.03M -$2.35M -19,807 -54%
WAP
274
Wealthcare Advisory Partners
Pennsylvania
$2.03M +$162K +1,370 +9%
IP
275
Investment Partners
Ohio
$2.01M +$110K +932 +6%
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