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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.

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
1
LPL Financial
California
$270M
2
Morgan Stanley
2
Morgan Stanley
New York
$610M
3
MSA
3
Marino Stram & Associates
Massachusetts
$24M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$109M
5
KAS
5
Kestra Advisory Services
Texas
$40.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$13K
2
ETC
2
Exchange Traded Concepts
Oklahoma
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$190M
5
Ameriprise
5
Ameriprise
Minnesota
$291M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$46.1M 392,493 +89,239 +29%
BCI
27
Brinker Capital Investments
Pennsylvania
$45.5M 372,294 – –
UCFA
28
United Capital Financial Advisors
Texas
$45.2M 384,497 +1,875 +0.5%
MGIA
29
Moneta Group Investment Advisors
Missouri
$42.6M 362,288 -11,093 -3%
Legacy Financial Group (Iowa)
30
Legacy Financial Group (Iowa)
Iowa
$41.9M 356,467 +12,165 +4%
KAS
31
Kestra Advisory Services
Texas
$40.6M 345,169 +138,705 +67%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$38.9M 331,275 -14,720 -4%
TPCW
33
TD Private Client Wealth
New York
$37M 314,769 +14,921 +5%
CAN
34
Cetera Advisor Networks
California
$34.4M 292,655 +15,471 +6%
CAAS
35
Capital Asset Advisory Services
Michigan
$34.1M 290,265 -5,289 -2%
BFS
36
Bard Financial Services
Connecticut
$34M 288,973 -4,966 -2%
MCM
37
MAI Capital Management
Ohio
$33.2M 282,739 +4,159 +1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$32M 272,347 +33,062 +14%
FCH
39
Freestone Capital Holdings
Washington
$31.5M 267,763 -11,298 -4%
ODG
40
O'Dell Group
Ohio
$29.1M 247,746 +8,970 +4%
SC
41
Scotia Capital
Ontario, Canada
$28.1M 238,964 +5,008 +2%
GLLW
42
Graves Light Lenhart Wealth
Virginia
$26.6M 226,130 +1,944 +0.9%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$26.5M 221,132 +7,616 +4%
KA
44
Klingman & Associates
New York
$26.3M 223,803 -4,979 -2%
KIM
45
Karpus Investment Management
New York
$25.8M 219,291 -27,050 -11%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$24.6M 209,666 +14,831 +8%
ERWM
47
Elk River Wealth Management
Colorado
$24.6M 208,867 +13,796 +7%
MSA
48
Marino Stram & Associates
Massachusetts
$24M 204,043 +186,054 +1,034%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$22.3M 189,930 -74,962 -28%
WFM
50
Wolff Financial Management
Michigan
$22.2M 188,958 +188,958 New
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