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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
276
Cozad Asset Management
Illinois
$1.99M – – –
CIC
277
Carnegie Investment Counsel
Ohio
$1.98M -$288K -2,439 -13%
BAM
278
Belpointe Asset Management
Nevada
$1.96M +$138K +1,167 +8%
PFP
279
Pinnacle Financial Partners
Tennessee
$1.96M -$65.3K -561 -3%
IAIM
280
International Assets Investment Management
Florida
$1.96M +$981K +8,757 +100%
VFA
281
Voya Financial Advisors
Connecticut
$1.95M +$36.5K +307 +2%
BO
282
Bank OZK
Arkansas
$1.95M -$56.1K -475 -3%
JFA
283
Johanson Financial Advisors
California
$1.95M +$63.2K +527 +3%
HFA
284
High Falls Advisors
New York
$1.94M -$590 -5 -0%
FMN
285
Financial Management Network
California
$1.92M -$413K -3,328 -18%
OAM
286
Occidental Asset Management
California
$1.89M – – –
AWM
287
Aberdeen Wealth Management
Illinois
$1.89M -$612K -5,188 -24%
PSP
288
Principal Street Partners
Tennessee
$1.89M +$13.1K +111 +0.7%
MSWMA
289
Market Street Wealth Management Advisors
Indiana
$1.88M -$318K -2,696 -14%
APP
290
Avantax Planning Partners
Iowa
$1.88M -$109K -925 -5%
AIFAIM
291
American Institute for Advanced Investment Management
Arizona
$1.88M +$47.2K +400 +3%
WWM
292
Western Wealth Management
Colorado
$1.85M -$117K -992 -6%
MA
293
Mutual Advisors
Nebraska
$1.85M +$322K +2,725 +21%
BAS
294
Brown Advisory Securities
Maryland
$1.84M +$154K +1,303 +9%
Lido Advisors
295
Lido Advisors
California
$1.82M -$18.4K -156 -1%
APSP
296
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.82M -$64.8K -549 -3%
AWM
297
AE Wealth Management
Kansas
$1.81M -$91.4K -774 -5%
AIA
298
Alera Investment Advisors
Illinois
$1.81M -$26.4K -224 -1%
ICG
299
InterOcean Capital Group
Tennessee
$1.78M +$118K +1,000 +7%
AC
300
Addison Capital
Pennsylvania
$1.77M -$8.5K -72 -0.5%
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