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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 %
CFO
451
Collective Family Office
Pennsylvania
$740K – – –
CAC
452
Certified Advisory Corp
Florida
$734K -$61.7K -504 -8%
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$734K – – –
FCFC
454
First Commonwealth Financial Corp
Pennsylvania
$733K – – –
UBG
455
United Bank (Georgia)
Georgia
$729K -$489 -4 -0.1%
CW
456
CreativeOne Wealth
Kansas
$728K -$22K -180 -3%
LSPW
457
Lake Street Private Wealth
Illinois
$727K – – –
IC
458
Intersect Capital
California
$726K -$244 -2 -0%
EWM
459
EPG Wealth Management
Georgia
$725K +$2.69K +22 +0.4%
AWA
460
Arkadios Wealth Advisors
Georgia
$721K -$16.4K -134 -2%
KAH
461
Kathryn A. Hall
$718K – – –
WS
462
Wedbush Securities
California
$715K +$1.1K +9 +0.2%
BDFN
463
Bond & Devick Financial Network
Minnesota
$715K +$219K +1,793 +44%
AP
464
Appleton Partners
Massachusetts
$712K -$22.6K -185 -3%
AWM
465
Apollon Wealth Management
South Carolina
$712K +$182K +1,490 +34%
Toronto Dominion Bank
466
Toronto Dominion Bank
Ontario, Canada
$708K – – –
SMC
467
Smith, Moore & Co
Missouri
$698K +$1.59K +13 +0.2%
CST
468
Charles Schwab Trust
Nevada
$698K +$52.1K +426 +8%
TNBTD
469
Trustmark National Bank Trust Department
Mississippi
$697K +$489K +4,000 +235%
Bessemer Group
470
Bessemer Group
New Jersey
$693K – – –
OIA
471
OneDigital Investment Advisors
Kansas
$686K +$96.4K +788 +16%
BWM
472
BigSur Wealth Management
Florida
$685K – – –
DI
473
Disciplined Investments
Oklahoma
$685K +$31.3K +256 +5%
SPP
474
Single Point Partners
Massachusetts
$684K +$24.6K +201 +4%
Jane Street
475
Jane Street
New York
$684K +$437K +3,573 +177%
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