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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 %
HWM
326
Howard Wealth Management
Connecticut
$1.22M -$11.7K -100 -1%
FA
327
Flagstar Advisors
New York
$1.22M +$1.22M +10,370 New
IF
328
Intrua Financial
Texas
$1.21M +$41.3K +338 +4%
MA
329
MUFG Americas
New York
$1.2M +$24.6K +209 +2%
PSF
330
Pacific Sun Financial
California
$1.2M +$1.2M +10,168 New
SS
331
Sunbelt Securities
Texas
$1.19M – – –
AIP
332
Ameritas Investment Partners
Nebraska
$1.18M +$110K +937 +10%
AWM
333
Apollon Wealth Management
South Carolina
$1.17M +$484K +4,119 +71%
IAIM
334
International Assets Investment Management
Florida
$1.17M +$44.2K +376 +4%
OBWP
335
O'Brien Wealth Partners
Massachusetts
$1.16M -$263K -2,201 -18%
OR
336
Olympiad Research
Connecticut
$1.16M -$671K -5,706 -37%
GT
337
Glenmede Trust
Pennsylvania
$1.13M – – –
DSC
338
Duncker Streett & Co
Missouri
$1.12M -$195K -1,659 -15%
DCM
339
Donaldson Capital Management
Indiana
$1.12M -$50.9K -433 -4%
VWA
340
V Wealth Advisors
Kansas
$1.1M +$19.7K +168 +2%
AA
341
Ancora Advisors
Ohio
$1.1M -$157K -1,339 -13%
IAN
342
Integrated Advisors Network
Texas
$1.1M +$362K +3,080 +49%
CIA
343
Compass Ion Advisors
Pennsylvania
$1.1M -$11.9K -101 -1%
MFW
344
Meristem Family Wealth
Minnesota
$1.09M +$1.09M +9,291 New
SA
345
SRH Advisors
Kansas
$1.09M – – –
IA
346
IFP Advisors
Florida
$1.09M +$59.6K +507 +6%
MWM
347
McNaughton Wealth Management
California
$1.09M -$18.2K -155 -2%
AWM
348
Atticus Wealth Management
Florida
$1.08M -$23.5K -200 -2%
DY
349
Dowling & Yahnke
California
$1.07M – – –
IC
350
Intersect Capital
California
$1.07M +$374K +3,182 +54%
12 13
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