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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.

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
1
AssetMark Inc
California
$83.1M
2
KIM
2
Karpus Investment Management
New York
$30.1M
3
HNB
3
Huntington National Bank
Ohio
$22.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$26.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$611M

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$2.36M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$171M
3
MSA
3
Marino Stram & Associates
Massachusetts
$2.2M
4
AIC
4
Ameritas Investment Company
Nebraska
$12.1M
5
Ameriprise
5
Ameriprise
Minnesota
$320M
Name Market Value Shares Shares
Change 		Shares
Change %
LW
26
Linscomb Wealth
Texas
$48.7M 398,343 -16,810 -4%
UCFA
27
United Capital Financial Advisors
Texas
$46.8M 382,622 -4,297 -1%
MGIA
28
Moneta Group Investment Advisors
Missouri
$45.7M 373,381 -14,800 -4%
BCI
29
Brinker Capital Investments
Pennsylvania
$45.5M 372,294 +5,153 +1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$42.3M 345,995 +16,557 +5%
Legacy Financial Group (Iowa)
31
Legacy Financial Group (Iowa)
Iowa
$42.1M 344,302 +54,824 +19%
ETC
32
Exchange Traded Concepts
Oklahoma
$37.7M 308,475 -30,691 -9%
Goldman Sachs
33
Goldman Sachs
New York
$37.1M 303,254 -17,571 -5%
TPCW
34
TD Private Client Wealth
New York
$36.7M 299,848 -1,265 -0.4%
CAAS
35
Capital Asset Advisory Services
Michigan
$36.1M 295,554 +2,183 +0.7%
BFS
36
Bard Financial Services
Connecticut
$35.9M 293,939 +29 +0%
FCH
37
Freestone Capital Holdings
Washington
$34.1M 279,061 -5,390 -2%
MCM
38
MAI Capital Management
Ohio
$34.1M 278,580 +2,813 +1%
CAN
39
Cetera Advisor Networks
California
$33.9M 277,184 +63,445 +30%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$32.4M 264,892 -7,778 -3%
KIM
41
Karpus Investment Management
New York
$30.1M 246,341 +246,341 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$29.3M 239,285 +12,152 +5%
ODG
43
O'Dell Group
Ohio
$29.2M 238,776 +8,251 +4%
SC
44
Scotia Capital
Ontario, Canada
$28.6M 233,956 -1,791 -0.8%
FIA
45
Foundations Investment Advisors
Arizona
$28.2M 228,745 +28,036 +14%
KA
46
Klingman & Associates
New York
$28M 228,782 +2,320 +1%
GLLW
47
Graves Light Lenhart Wealth
Virginia
$27.4M 224,186 +611 +0.3%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$26.3M 213,516 +177,384 +491%
KAS
49
Kestra Advisory Services
Texas
$25.2M 206,464 -514 -0.2%
WANY
50
Wealthspire Advisors (New York)
New York
$24.8M 202,617 +79,687 +65%
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