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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 %
AFP
326
Ausdal Financial Partners
Iowa
$1.51M -$8.07K -66 -0.5%
KOC
327
Koss-Olinger Consulting
Florida
$1.47M -$13.9K -114 -0.9%
BFG
328
Bouchey Financial Group
New York
$1.47M – – –
OBWP
329
O'Brien Wealth Partners
Massachusetts
$1.47M +$8.01K +65 +0.5%
NFG
330
Next Financial Group
Texas
$1.47M +$142K +1,159 +11%
DMC
331
Drexel Morgan & Co
Pennsylvania
$1.44M -$690K -5,645 -32%
TCOV
332
Trust Company of Vermont
Vermont
$1.44M -$71.2K -582 -5%
SMA
333
Sage Mountain Advisors
Georgia
$1.41M – – –
TF
334
TIAA FSB
Florida
$1.41M -$9.05K -74 -0.6%
SVWAG
335
Sound View Wealth Advisors Group
Georgia
$1.41M -$4.28K -35 -0.3%
RVPG
336
Relative Value Partners Group
$1.41M +$61.1K +500 +5%
PAM
337
Palisade Asset Management
Minnesota
$1.4M – – –
BFC
338
Blue Fin Capital
Rhode Island
$1.38M -$5.5K -45 -0.4%
DSC
339
Duncker Streett & Co
Missouri
$1.37M -$252K -2,058 -16%
CL
340
Choreo LLC
Illinois
$1.37M +$5.87K +48 +0.4%
RFC
341
Regions Financial Corp
Alabama
$1.37M -$8.31K -68 -0.6%
ANTB
342
AMG National Trust Bank
Colorado
$1.36M -$61.1K -500 -4%
AF
343
Advisornet Financial
Minnesota
$1.34M +$56.1K +459 +4%
KPWS
344
Kestra Private Wealth Services
Texas
$1.33M -$1.23M -10,053 -48%
AA
345
Ancora Advisors
Ohio
$1.31M +$4.53K +37 +0.3%
HWM
346
Howard Wealth Management
Connecticut
$1.29M -$611 -5 -0%
AC
347
Abbrea Capital
California
$1.28M -$3.79K -31 -0.3%
MHS
348
M Holdings Securities
Oregon
$1.28M +$61.9K +506 +5%
VA
349
Valmark Advisers
Ohio
$1.24M +$2.57K +21 +0.2%
CPWA
350
Cerro Pacific Wealth Advisors
California
$1.23M +$1.23M +10,085 New
12 13
14
15 16