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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 %
APP
276
Avantax Planning Partners
Iowa
$2.05M +$102K +835 +5%
SBH
277
Segall Bryant & Hamill
Illinois
$2.04M +$1.22M +10,014 +151%
HFA
278
High Falls Advisors
New York
$2.01M – – –
JFA
279
Johanson Financial Advisors
California
$2.01M +$19.9K +162 +1%
Lido Advisors
280
Lido Advisors
California
$2.01M +$121K +992 +6%
AIFAIM
281
American Institute for Advanced Investment Management
Arizona
$2M +$53.8K +440 +3%
PSP
282
Principal Street Partners
Tennessee
$1.97M +$12.2K +100 +0.6%
WWM
283
Western Wealth Management
Colorado
$1.97M +$50.9K +417 +3%
FI
284
Financial Insights
Washington
$1.97M +$1.97M +1,608 New
OAM
285
Occidental Asset Management
California
$1.96M – – –
BO
286
Bank OZK
Arkansas
$1.96M -$58.1K -475 -3%
FLPIM
287
F.L. Putnam Investment Management
Massachusetts
$1.95M +$135K +1,104 +7%
CIC
288
Carnegie Investment Counsel
Ohio
$1.95M -$99.2K -811 -5%
CAM
289
Cozad Asset Management
Illinois
$1.94M -$131K -1,070 -6%
OR
290
Olympiad Research
Connecticut
$1.9M +$1.59M +12,983 +502%
AIA
291
Alera Investment Advisors
Illinois
$1.88M – – –
ICG
292
InterOcean Capital Group
Tennessee
$1.87M +$26.3K +215 +1%
AC
293
Addison Capital
Pennsylvania
$1.84M – – –
FMN
294
Financial Management Network
California
$1.82M -$74.5K -605 -4%
FTUS
295
Flow Traders U.S.
New York
$1.81M +$1.81M +14,795 New
BAIA
296
Bel Air Investment Advisors
California
$1.8M – – –
APSP
297
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.8M -$79K -646 -4%
TCM
298
Tufton Capital Management
Maryland
$1.8M -$33.1K -271 -2%
WPC
299
White Pine Capital
Minnesota
$1.8M -$12.3K -100 -0.7%
MSWMA
300
Market Street Wealth Management Advisors
Indiana
$1.78M -$170K -1,390 -9%
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