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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 %
MPM
426
Meritage Portfolio Management
Kansas
$721K -$102K -865 -12%
NFG
427
Nadler Financial Group
Illinois
$721K -$235 -2 -0%
BFA
428
Beaumont Financial Advisors
Massachusetts
$721K +$231K +1,963 +47%
RA
429
Rodgers & Associates
Pennsylvania
$718K – – –
WS
430
Wedbush Securities
California
$716K +$28.7K +244 +4%
RMCM
431
Reynders McVeigh Capital Management
Massachusetts
$714K – – –
CFO
432
Collective Family Office
Pennsylvania
$711K – – –
FCFC
433
First Commonwealth Financial Corp
Pennsylvania
$705K – – –
LSPW
434
Lake Street Private Wealth
Illinois
$695K – – –
AP
435
Appleton Partners
Massachusetts
$689K +$4.7K +40 +0.7%
BDFN
436
Bond & Devick Financial Network
Minnesota
$687K – – –
TCA
437
Transcend Capital Advisors
New Jersey
$683K +$683K +5,511 New
Toronto Dominion Bank
438
Toronto Dominion Bank
Ontario, Canada
$682K – – –
SMC
439
Smith, Moore & Co
Missouri
$680K +$9.16K +78 +1%
CWM
440
Calamos Wealth Management
Illinois
$676K -$64.6K -550 -9%
IWA
441
Intercontinental Wealth Advisors
Texas
$674K -$204K -1,733 -23%
AW
442
ACG Wealth
Georgia
$673K -$71.1K -605 -10%
TNBTD
443
Trustmark National Bank Trust Department
Mississippi
$671K – – –
CW
444
CreativeOne Wealth
Kansas
$670K -$29.9K -254 -4%
Bessemer Group
445
Bessemer Group
New Jersey
$668K +$2.35K +20 +0.4%
BWM
446
BigSur Wealth Management
Florida
$659K – – –
SPP
447
Single Point Partners
Massachusetts
$658K +$235 +2 +0%
GLA
448
Good Life Advisors
Pennsylvania
$655K +$200K +1,697 +44%
DI
449
Disciplined Investments
Oklahoma
$654K -$4.35K -37 -0.7%
GWS
450
Glassman Wealth Services
Virginia
$651K +$117 +1 +0%
16 17
18
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