SDY icon

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 %
MAWCM
301
Mine & Arao Wealth Creation & Management
California
$1.75M +$228K +1,861 +15%
TFCP
302
Twin Focus Capital Partners
Massachusetts
$1.75M +$36.7K +300 +2%
Citadel Advisors
303
Citadel Advisors
Florida
$1.73M -$2.17M -17,777 -56%
AIA
304
Avalon Investment & Advisory
Texas
$1.7M +$258K +2,113 +18%
SFPG
305
Stonebridge Financial Planning Group
Florida
$1.7M +$12.9K +104 +0.8%
LWAC
306
Laurel Wealth Advisors (California)
California
$1.69M +$25.8K +211 +2%
MLFP
307
MPS Loria Financial Planners
Illinois
$1.68M +$59.7K +488 +4%
CBN
308
Cadence Bank NA
Texas
$1.67M +$27.8K +227 +2%
FT
309
Fiduciary Trust
Massachusetts
$1.65M +$1.44M +11,784 +693%
Comerica Bank
310
Comerica Bank
Texas
$1.63M +$183K +1,489 +13%
JIC
311
Johnson Investment Counsel
Ohio
$1.63M +$33.4K +273 +2%
BS
312
Boenning & Scattergood
Pennsylvania
$1.63M +$109K +889 +7%
LFAS
313
Level Four Advisory Services
Texas
$1.63M -$94.1K -770 -5%
SCA
314
Snowden Capital Advisors
New York
$1.6M +$26.9K +220 +2%
GRP
315
Global Retirement Partners
California
$1.6M +$74.4K +608 +5%
RMAM
316
Raab & Moskowitz Asset Management
New Jersey
$1.59M -$56.5K -462 -3%
PA
317
Parallel Advisors
California
$1.59M +$367K +2,998 +30%
PAM
318
Peak Asset Management
Colorado
$1.59M +$141K +1,150 +10%
UR
319
USCA RIA
Texas
$1.59M +$369K +3,013 +30%
Susquehanna International Group
320
Susquehanna International Group
Pennsylvania
$1.58M -$4.31M -35,288 -73%
DWMG
321
DB Wealth Management Group
California
$1.57M +$5.38K +44 +0.3%
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$1.56M +$6.48K +53 +0.4%
DC
323
Davenport & Co
Virginia
$1.56M +$396K +3,234 +34%
ACM
324
Ategra Capital Management
Virginia
$1.55M +$45.5K +372 +3%
HGWM
325
Horst & Graben Wealth Management
Oregon
$1.52M +$71.4K +584 +5%
11 12
13
14 15