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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

894 hedge funds and large institutions have $7.49B invested in SPDR S&P Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 343 increasing their positions, 254 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+20
Holders Change %
+2.29%
% of All Funds
15.61%
Holding in Top 10
46
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8%
% of All Funds
0.8%
New
79
Increased
343
Reduced
254
Closed
44
Calls
$7.41M
Puts
$4.46M
Net Calls
+$2.95M
Net Calls Change
+$3.01M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$83.1M
2
KIM
Karpus Investment Management
New York
+$30.1M
3
HNB
Huntington National Bank
Ohio
+$22.1M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.8M
5
Morgan Stanley
Morgan Stanley
New York
+$16.1M

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
-$32M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$24.4M
3
MSA
Marino Stram & Associates
Massachusetts
-$20.6M
4
AIC
Ameritas Investment Company
Nebraska
-$18M
5
Ameriprise
Ameriprise
Minnesota
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
251
HSBC Holdings
United Kingdom
$2.37M +$596K +770 +33%
GWM
252
Geneos Wealth Management
Colorado
$2.36M -$32M -260,276 -93%
MA
253
Mutual Advisors
Nebraska
$2.34M +$421K +3,443 +22%
NP
254
NorthRock Partners
Minnesota
$2.34M +$27.5K +225 +1%
BJL
255
Brighton Jones LLC
Washington
$2.33M -$210K -1,716 -8%
AWM
256
AE Wealth Management
Kansas
$2.28M +$398K +3,258 +21%
TW
257
Transform Wealth
Colorado
$2.25M -$30.6K -250 -1%
CAM
258
Cresset Asset Management
Illinois
$2.22M -$236K -1,931 -10%
GW
259
GW & Wade
Massachusetts
$2.21M +$102K +834 +5%
MSA
260
Marino Stram & Associates
Massachusetts
$2.2M -$20.6M -168,459 -90%
YWP
261
YorkBridge Wealth Partners
New York
$2.2M -$1.22K -10 -0.1%
Prudential Financial
262
Prudential Financial
New Jersey
$2.19M -$189K -1,545 -8%
Neuberger Berman Group
263
Neuberger Berman Group
New York
$2.19M -$318K -2,600 -13%
WAP
264
Wealthcare Advisory Partners
Pennsylvania
$2.18M +$79K +646 +4%
KOMWMG
265
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.17M +$70.9K +580 +3%
SFG
266
StrategIQ Financial Group
Indiana
$2.16M +$29K +237 +1%
BAAM
267
Baker Avenue Asset Management
California
$2.15M +$41.9K +343 +2%
LNWWM
268
Laird Norton Wetherby Wealth Management
California
$2.14M +$41.3K +338 +2%
NCM
269
Narwhal Capital Management
Georgia
$2.14M – – –
BAS
270
Brown Advisory Securities
Maryland
$2.12M +$209K +1,712 +11%
PFO
271
Pathstone Family Office
New Jersey
$2.12M +$11.2K +92 +0.5%
IP
272
Investment Partners
Ohio
$2.08M – – –
PFP
273
Pinnacle Financial Partners
Tennessee
$2.08M +$20.4K +167 +1%
PWA
274
Pinnacle Wealth Advisors
Tennessee
$2.08M +$2.08M +16,981 New
BAM
275
Belpointe Asset Management
Nevada
$2.06M +$32.5K +266 +2%
9 10
11
12 13