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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 %
DT
451
Diversified Trust
Tennessee
$650K +$131K +1,119 +25%
BC
452
Burleson & Co
California
$647K – – –
EWM
453
Empirical Wealth Management
Washington
$644K +$20.1K +171 +3%
AA
454
Ashford Advisors
New York
$642K – – –
FHC
455
First Heartland Consultants
Missouri
$636K +$111K +943 +21%
GIA
456
Guyasuta Investment Advisors
Pennsylvania
$635K – – –
CDIA
457
Capital Directions Investment Advisors
Georgia
$631K – – –
KA
458
Kovack Advisors
Florida
$630K -$16.6K -141 -3%
ECM
459
Evergreen Capital Management
Washington
$626K +$168K +1,433 +37%
CI
460
Chartist Inc
California
$621K -$384K -3,267 -38%
MC
461
Moors & Cabot
Massachusetts
$617K -$590 -5 -0.1%
SC
462
Savant Capital
Illinois
$617K +$58.5K +498 +10%
FNT
463
First National Trust
Pennsylvania
$614K +$41.3K +351 +7%
NCM
464
Noesis Capital Mangement
Florida
$611K – – –
SG
465
StoneX Group
New York
$609K +$30.7K +261 +5%
CAC
466
Certified Advisory Corp
Florida
$607K -$97.9K -833 -14%
BCM
467
Beaumont Capital Management
Massachusetts
$606K +$606K +5,158 New
SB
468
Sunflower Bank
Texas
$597K -$189K -1,610 -24%
RWM
469
Ritholtz Wealth Management
New York
$590K -$5.88K -50 -1%
CC
470
Claybrook Capital
Massachusetts
$588K -$188K -1,602 -24%
SPA
471
Sentinel Pension Advisors
Massachusetts
$586K +$4.93K +42 +0.8%
SAM
472
Sawgrass Asset Management
Florida
$585K +$47K +400 +9%
CB
473
Commerce Bank
Missouri
$584K -$1.65K -14 -0.3%
CAG
474
Csenge Advisory Group
Florida
$581K -$282K -2,371 -33%
CST
475
Charles Schwab Trust
Nevada
$581K -$90.2K -767 -13%
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