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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 %
MA
351
MUFG Americas
New York
$1.23M -$10.1K -83 -0.8%
DCM
352
Donaldson Capital Management
Indiana
$1.21M -$30.2K -247 -2%
IF
353
Intrua Financial
Texas
$1.2M -$18.2K -145 -1%
SS
354
Sunbelt Securities
Texas
$1.19M +$6.59K +54 +0.6%
GT
355
Glenmede Trust
Pennsylvania
$1.17M -$18.2K -149 -2%
IAIM
356
International Assets Investment Management
Florida
$1.17M -$971K -7,939 -45%
CIA
357
Compass Ion Advisors
Pennsylvania
$1.16M +$7.21K +59 +0.6%
MWM
358
McNaughton Wealth Management
California
$1.15M -$15.2K -124 -1%
AWM
359
Atticus Wealth Management
Florida
$1.15M – – –
NEWAS
360
N.E.W. Advisory Services
Wisconsin
$1.14M -$343K -2,808 -23%
SA
361
SRH Advisors
Kansas
$1.13M – – –
VWA
362
V Wealth Advisors
Kansas
$1.13M +$40.6K +332 +4%
PTC
363
Private Trust Company
Ohio
$1.13M -$245 -2 -0%
MCM
364
Magnolia Capital Management
New York
$1.12M – – –
DY
365
Dowling & Yahnke
California
$1.12M – – –
AIP
366
Ameritas Investment Partners
Nebraska
$1.11M -$17K -139 -2%
FFA
367
Freedman Financial Associates
Massachusetts
$1.11M – – –
NFC
368
Northeast Financial Consultants
Connecticut
$1.1M +$6.73K +55 +0.6%
SFSIG
369
San Francisco Sentry Investment Group
California
$1.09M -$9.05K -74 -0.8%
VAG
370
VisionPoint Advisory Group
Texas
$1.08M +$97.6K +798 +10%
PIMG
371
Patriot Investment Management Group
Tennessee
$1.08M +$6.36K +52 +0.6%
HTC
372
Haverford Trust Company
Pennsylvania
$1.07M +$693K +5,667 +184%
IA
373
IFP Advisors
Florida
$1.07M -$23.7K -194 -2%
BlackRock
374
BlackRock
New York
$1.06M +$1.71K +14 +0.2%
CCA
375
Conservest Capital Advisors
Pennsylvania
$1.06M +$2.93K +24 +0.3%
13 14
15
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