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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 %
CIC
276
Carnegie Investment Counsel
Ohio
$1.81M -$64.5K -549 -3%
AIA
277
Alera Investment Advisors
Illinois
$1.8M – – –
ICG
278
InterOcean Capital Group
Tennessee
$1.77M -$24.7K -210 -1%
AC
279
Addison Capital
Pennsylvania
$1.76M -$4.59K -39 -0.3%
BAS
280
Brown Advisory Securities
Maryland
$1.74M -$293K -2,488 -14%
APSP
281
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.74M +$11.6K +99 +0.7%
TCM
282
Tufton Capital Management
Maryland
$1.74M +$10.6K +90 +0.6%
FMN
283
Financial Management Network
California
$1.73M -$34.9K -293 -2%
MSWMA
284
Market Street Wealth Management Advisors
Indiana
$1.71M +$235 +2 +0%
WPC
285
White Pine Capital
Minnesota
$1.71M -$5.88K -50 -0.3%
DC
286
Davenport & Co
Virginia
$1.68M +$190K +1,614 +13%
TF
287
TIAA FSB
Florida
$1.68M +$319K +2,717 +24%
SFPG
288
Stonebridge Financial Planning Group
Florida
$1.67M -$53.7K -427 -3%
GRP
289
Global Retirement Partners
California
$1.66M +$125K +1,063 +8%
TFCP
290
Twin Focus Capital Partners
Massachusetts
$1.66M -$29.4K -250 -2%
FT
291
Fiduciary Trust
Massachusetts
$1.64M +$58.8K +500 +4%
SMA
292
Sage Mountain Advisors
Georgia
$1.63M +$276K +2,350 +20%
USCWA
293
U.S. Capital Wealth Advisors
Texas
$1.63M +$1.63M +13,851 New
MLFP
294
MPS Loria Financial Planners
Illinois
$1.61M +$2.23K +19 +0.1%
PA
295
Parallel Advisors
California
$1.6M +$70.1K +596 +5%
SCA
296
Snowden Capital Advisors
New York
$1.59M +$52.9K +450 +3%
Comerica Bank
297
Comerica Bank
Texas
$1.58M -$58.5K -473 -4%
BS
298
Boenning & Scattergood
Pennsylvania
$1.58M +$14.1K +120 +0.9%
LWAC
299
Laurel Wealth Advisors (California)
California
$1.56M -$68.2K -580 -4%
SVWAG
300
Sound View Wealth Advisors Group
Georgia
$1.56M +$202K +1,715 +15%
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