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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 %
FFA
351
Freedman Financial Associates
Massachusetts
$1.07M – – –
NFC
352
Northeast Financial Consultants
Connecticut
$1.07M +$7.41K +63 +0.7%
PTC
353
Private Trust Company
Ohio
$1.07M -$16.3K -139 -2%
JWA
354
JFS Wealth Advisors
Pennsylvania
$1.06M +$1.02M +8,662 +2,665%
BlackRock
355
BlackRock
New York
$1.02M – – –
CCA
356
Conservest Capital Advisors
Pennsylvania
$1.02M +$3.06K +26 +0.3%
PIMG
357
Patriot Investment Management Group
Tennessee
$1.02M -$26.2K -223 -3%
STA
358
Summit Trail Advisors
New York
$1.01M – – –
FTS
359
Fifth Third Securities
Ohio
$1M -$5.17K -44 -0.5%
BTWM
360
Baker Tilly Wealth Management
Wisconsin
$1M – – –
NEWAS
361
N.E.W. Advisory Services
Wisconsin
$998K -$94.5K -804 -9%
Barclays
362
Barclays
United Kingdom
$996K -$2.55M -21,715 -72%
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$992K +$4.35K +37 +0.4%
FWIA
364
Fort Washington Investment Advisors
Ohio
$988K – – –
TA
365
TFG Advisers
Michigan
$986K +$588 +5 +0.1%
WPW
366
Waldron Private Wealth
Pennsylvania
$982K +$982K +8,355 New
HC
367
Hourglass Capital
Texas
$977K – – –
MC
368
Mathes Company
New York
$976K -$23.5K -200 -2%
AllianceBernstein
369
AllianceBernstein
Tennessee
$972K +$9.64K +82 +1%
SSWG
370
Seven Springs Wealth Group
Tennessee
$963K – – –
VCA
371
Verdence Capital Advisors
Maryland
$959K +$741K +6,304 +341%
TSWM
372
Triangle Securities Wealth Management
North Carolina
$952K +$17.2K +146 +2%
WA
373
Wealth Advisors
California
$944K – – –
LFAS
374
Level Four Advisory Services
Texas
$943K -$619K -5,266 -40%
PWG
375
Private Wealth Group
Florida
$942K +$77.9K +663 +9%
13 14
15
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