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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 %
Koshinski Asset Management
301
Koshinski Asset Management
Illinois
$1.54M +$754K +6,412 +96%
PAM
302
Peak Asset Management
Colorado
$1.53M +$5.88K +50 +0.4%
RMAM
303
Raab & Moskowitz Asset Management
New Jersey
$1.52M -$11.8K -100 -0.8%
AF
304
Advisornet Financial
Minnesota
$1.49M +$203K +1,725 +16%
ACM
305
Ategra Capital Management
Virginia
$1.48M -$6.94K -59 -0.5%
DWMG
306
DB Wealth Management Group
California
$1.47M -$43.9K -373 -3%
HGWM
307
Horst & Graben Wealth Management
Oregon
$1.47M +$4.12K +35 +0.3%
PC
308
Pecaut & Co
Iowa
$1.41M +$1M +8,533 +244%
BFG
309
Bouchey Financial Group
New York
$1.41M – – –
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$1.41M -$84.3K -717 -6%
KOC
311
Koss-Olinger Consulting
Florida
$1.41M -$8.58K -73 -0.6%
NFG
312
Next Financial Group
Texas
$1.39M -$21.4K -182 -2%
TCOV
313
Trust Company of Vermont
Vermont
$1.38M +$470 +4 +0%
RVPG
314
Relative Value Partners Group
$1.35M – – –
PAM
315
Palisade Asset Management
Minnesota
$1.35M – – –
BFC
316
Blue Fin Capital
Rhode Island
$1.32M -$9.28K -79 -0.7%
RFC
317
Regions Financial Corp
Alabama
$1.32M – – –
Lido Advisors
318
Lido Advisors
California
$1.31M -$622K -5,296 -32%
ANTB
319
AMG National Trust Bank
Colorado
$1.3M – – –
CL
320
Choreo LLC
Illinois
$1.3M -$17.2K -146 -1%
KPWS
321
Kestra Private Wealth Services
Texas
$1.27M -$5.88K -50 -0.5%
Neuberger Berman Group
322
Neuberger Berman Group
New York
$1.26M -$837K -7,120 -40%
AFP
323
Ausdal Financial Partners
Iowa
$1.26M -$195K -1,661 -13%
AC
324
Abbrea Capital
California
$1.23M – – –
VA
325
Valmark Advisers
Ohio
$1.23M +$35.5K +302 +3%
11 12
13
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