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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
+$47.5M
2
Morgan Stanley
Morgan Stanley
New York
+$22.7M
3
MSA
Marino Stram & Associates
Massachusetts
+$21.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$17M
5
KAS
Kestra Advisory Services
Texas
+$16.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$77.5M
2
ETC
Exchange Traded Concepts
Oklahoma
-$37.7M
3
FIA
Foundations Investment Advisors
Arizona
-$28.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.1M
5
Ameriprise
Ameriprise
Minnesota
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
251
Cresset Asset Management
Illinois
$2.14M +$13.4K +114 +0.6%
TW
252
Transform Wealth
Colorado
$2.12M -$48.8K -415 -2%
YWP
253
YorkBridge Wealth Partners
New York
$2.12M +$1.88K +16 +0.1%
BWM
254
Baystate Wealth Management
Massachusetts
$2.11M -$420K -3,576 -17%
SFG
255
StrategIQ Financial Group
Indiana
$2.09M +$19.4K +165 +0.9%
IP
256
Investment Partners
Ohio
$2.08M +$77K +655 +4%
LNWWM
257
Laird Norton Wetherby Wealth Management
California
$2.07M +$4.82K +41 +0.2%
NCM
258
Narwhal Capital Management
Georgia
$2.05M – – –
PFO
259
Pathstone Family Office
New Jersey
$2.05M +$12.5K +106 +0.6%
PFP
260
Pinnacle Financial Partners
Tennessee
$2.04M +$48.2K +410 +2%
SBH
261
Segall Bryant & Hamill
Illinois
$2.02M +$61.8K +526 +3%
BAM
262
Belpointe Asset Management
Nevada
$2M +$12.1K +103 +0.6%
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$1.98M -$111K -941 -5%
BSW
264
Buckingham Strategic Wealth
Missouri
$1.97M -$338K -2,871 -15%
Citadel Advisors
265
Citadel Advisors
Florida
$1.94M +$275K +2,343 +17%
JFA
266
Johanson Financial Advisors
California
$1.94M +$13.8K +117 +0.7%
HFA
267
High Falls Advisors
New York
$1.93M – – –
PSP
268
Principal Street Partners
Tennessee
$1.91M +$13.6K +116 +0.7%
AIFAIM
269
American Institute for Advanced Investment Management
Arizona
$1.9M -$22.9K -195 -1%
OAM
270
Occidental Asset Management
California
$1.89M – – –
BO
271
Bank OZK
Arkansas
$1.87M -$12.9K -110 -0.7%
LIA
272
LS Investment Advisors
Michigan
$1.87M -$516K -4,388 -22%
CAM
273
Cozad Asset Management
Illinois
$1.86M – – –
MAWCM
274
Mine & Arao Wealth Creation & Management
California
$1.84M +$154K +1,307 +9%
APP
275
Avantax Planning Partners
Iowa
$1.82M -$152K -1,292 -8%
9 10
11
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