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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 %
PSUF
376
People's United Financial
Connecticut
$936K +$588 +5 +0.1%
CG
377
Caprock Group
Idaho
$929K – – –
AWM
378
AE Wealth Management
Kansas
$928K -$1.26M -10,713 -58%
FPS
379
Fieldpoint Private Securities
Connecticut
$925K – – –
ASN
380
Advisory Services Network
Georgia
$921K +$68K +578 +8%
CCG
381
Cypress Capital Group
Florida
$917K – – –
WCG
382
Weaver Consulting Group
California
$886K -$25.6K -218 -3%
TC
383
Telemus Capital
Michigan
$883K -$7.39M -62,835 -89%
DADC
384
D.A. Davidson & Co
Montana
$883K +$59.2K +503 +7%
KL
385
KWMG LLC
Kansas
$879K -$9.17K -78 -1%
CFMC
386
Curbstone Financial Management Corp
New Hampshire
$870K – – –
BHWM
387
Bar Harbor Wealth Management
New Hampshire
$865K – – –
GEA
388
Glen Eagle Advisors
New Jersey
$863K -$27.6K -235 -3%
SWA
389
Stratos Wealth Advisors
Ohio
$861K +$4.12K +35 +0.5%
AGA
390
Arkos Global Advisors
Texas
$859K -$120K -1,020 -12%
CIAS
391
CBIZ Investment Advisory Services
Ohio
$855K -$889K – –
PCIA
392
Prime Capital Investment Advisors
Kansas
$852K +$5.64K +48 +0.7%
PCMC
393
Private Capital Management (Colorado)
Colorado
$848K +$1.88K +16 +0.2%
LDB
394
Lee, Danner & Bass
Tennessee
$846K – – –
MMPW
395
Mitchell McLeod Pugh & Williams
Alabama
$843K -$822 -7 -0.1%
VAG
396
VisionPoint Advisory Group
Texas
$842K -$277K -2,193 -25%
AL
397
Aspiriant LLC
California
$839K -$21.1K -179 -2%
PA
398
Pinnacle Associates
New York
$837K +$118 +1 +0%
EIP
399
Ellis Investment Partners
Pennsylvania
$834K +$1.06K +9 +0.1%
CL
400
CPWM LLC
Washington
$831K +$941 +8 +0.1%
14 15
16
17 18