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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 %
CFMC
401
Curbstone Financial Management Corp
New Hampshire
$905K +$18.3K +150 +2%
BHWM
402
Bar Harbor Wealth Management
New Hampshire
$900K -$12.2K -100 -1%
PWG
403
Private Wealth Group
Florida
$899K +$222K +1,815 +33%
AL
404
Aspiriant LLC
California
$893K – – –
CAG
405
Csenge Advisory Group
Florida
$893K +$893K +7,259 New
LA
406
LexAurum Advisors
Kansas
$891K -$46.8K -383 -5%
SWA
407
Stratos Wealth Advisors
Ohio
$891K +$21.9K +179 +3%
CIAS
408
CBIZ Investment Advisory Services
Ohio
$889K -$353K – –
ASN
409
Advisory Services Network
Georgia
$887K +$65.1K +532 +8%
LDB
410
Lee, Danner & Bass
Tennessee
$880K – – –
PCMC
411
Private Capital Management (Colorado)
Colorado
$880K +$10.6K +87 +1%
PCIA
412
Prime Capital Investment Advisors
Kansas
$880K +$213K +1,740 +32%
MMPW
413
Mitchell McLeod Pugh & Williams
Alabama
$878K – – –
PBO
414
Peoples Bank (Ohio)
Ohio
$871K -$7.33K -60 -0.8%
PA
415
Pinnacle Associates
New York
$870K +$48.3K +395 +6%
EIP
416
Ellis Investment Partners
Pennsylvania
$866K +$855 +7 +0.1%
CL
417
CPWM LLC
Washington
$863K -$19.9K -163 -2%
DADC
418
D.A. Davidson & Co
Montana
$857K +$53K +433 +7%
MPM
419
Meritage Portfolio Management
Kansas
$856K -$183K -1,500 -18%
FWCM
420
Ferguson Wellman Capital Management
Oregon
$851K +$25.7K +210 +3%
HWA
421
HHM Wealth Advisors
Tennessee
$843K – – –
AP
422
Adero Partners
California
$841K – – –
ARC
423
Advisor Resource Council
Texas
$837K +$837K +6,844 New
FMBTD
424
First Midwest Bank Trust Division
Illinois
$836K +$11.6K +95 +1%
EPWM
425
Essex Private Wealth Management
Massachusetts
$830K -$69.1K -565 -8%
15 16
17
18 19