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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 %
LA
401
LexAurum Advisors
Kansas
$826K -$31.4K -267 -4%
PBO
402
Peoples Bank (Ohio)
Ohio
$822K -$15.9K -135 -2%
HWA
403
HHM Wealth Advisors
Tennessee
$810K – – –
AP
404
Adero Partners
California
$808K – – –
FMBTD
405
First Midwest Bank Trust Division
Illinois
$804K – – –
MWM
406
Mission Wealth Management
California
$797K +$65.5K +557 +9%
RIM
407
Rockbridge Investment Management
New York
$791K – – –
RW
408
REDW Wealth
New Mexico
$783K – – –
EPWM
409
Essex Private Wealth Management
Massachusetts
$780K -$17.4K -148 -2%
CCM
410
Coldstream Capital Management
Washington
$780K +$505K +5,187 +184%
CA
411
Cambridge Advisors
Nebraska
$774K +$6.81K +58 +0.9%
EWM
412
EPG Wealth Management
Georgia
$773K +$76.5K +651 +11%
SFG
413
SevenBridge Financial Group
Pennsylvania
$771K -$5.06K -43 -0.7%
ACP
414
Aveo Capital Partners
Colorado
$764K -$120K -1,023 -14%
RCAG
415
Rehmann Capital Advisory Group
Michigan
$763K +$2.22K +19 +0.3%
PIM
416
Parker Investment Management
California
$756K -$190K -1,617 -20%
FWCM
417
Ferguson Wellman Capital Management
Oregon
$753K -$65.3K -555 -8%
LIM
418
Loudon Investment Management
New Hampshire
$750K +$4.35K +37 +0.6%
BFEC
419
Benjamin F. Edwards & Company
Missouri
$749K -$9.05K -77 -1%
JWBC
420
J.W. Burns & Co
New York
$742K – – –
CAI
421
Capital Advisors Inc
Oklahoma
$738K – – –
BWM
422
Benchmark Wealth Management
Connecticut
$733K -$22.8K -194 -3%
FPGK
423
Financial Partners Group (Kansas)
Kansas
$732K – – –
GWM
424
Greenhouse Wealth Management
Connecticut
$728K +$2K +17 +0.3%
IFG
425
Investors Financial Group
Minnesota
$726K – – –
15 16
17
18 19