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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 %
RIM
426
Rockbridge Investment Management
New York
$822K +$141K +1,150 +21%
SB
427
Sunflower Bank
Texas
$818K -$25.6K -209 -3%
Koshinski Asset Management
428
Koshinski Asset Management
Illinois
$817K -$563K -4,602 -41%
RW
429
REDW Wealth
New Mexico
$815K – – –
SFG
430
SevenBridge Financial Group
Pennsylvania
$807K -$8.31K -68 -1%
CC
431
Claybrook Capital
Massachusetts
$807K +$196K +1,602 +32%
CA
432
Cambridge Advisors
Nebraska
$798K – – –
RCAG
433
Rehmann Capital Advisory Group
Michigan
$798K +$47.2K +386 +6%
SCA
434
Stonebridge Capital Advisors
Minnesota
$795K +$395K +3,287 +99%
BFEC
435
Benjamin F. Edwards & Company
Missouri
$789K -$18.2K -149 -2%
BWM
436
Benchmark Wealth Management
Connecticut
$786K -$35.2K -288 -4%
LIM
437
Loudon Investment Management
New Hampshire
$775K +$24.4K +200 +3%
AW
438
ACG Wealth
Georgia
$774K -$162K -1,322 -17%
JWBC
439
J.W. Burns & Co
New York
$772K -$5.99K -49 -0.8%
CWM
440
Calamos Wealth Management
Illinois
$771K – – –
IAN
441
Integrated Advisors Network
Texas
$768K +$12.3K +101 +2%
CAI
442
Capital Advisors Inc
Oklahoma
$767K -$39.8K -326 -5%
FPGK
443
Financial Partners Group (Kansas)
Kansas
$761K -$3.06K -25 -0.4%
MWM
444
Mission Wealth Management
California
$761K +$126K +1,033 +20%
IFG
445
Investors Financial Group
Minnesota
$756K -$14.6K -119 -2%
GWM
446
Greenhouse Wealth Management
Connecticut
$755K +$1.96K +16 +0.3%
QCM
447
Quest Capital Management
Texas
$752K -$27.6K -226 -4%
NFG
448
Nadler Financial Group
Illinois
$750K -$2.81K -23 -0.4%
RA
449
Rodgers & Associates
Pennsylvania
$746K – – –
RMCM
450
Reynders McVeigh Capital Management
Massachusetts
$743K -$88.6K -725 -11%
16 17
18
19 20