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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 %
GWS
476
Glassman Wealth Services
Virginia
$677K – – –
BC
477
Burleson & Co
California
$673K – – –
KA
478
Kovack Advisors
Florida
$673K +$97.3K +796 +17%
AA
479
Ashford Advisors
New York
$668K – – –
MFG
480
Merit Financial Group
Georgia
$668K +$163K +1,335 +32%
GIA
481
Guyasuta Investment Advisors
Pennsylvania
$661K – – –
CDIA
482
Capital Directions Investment Advisors
Georgia
$657K +$657K +5,370 New
AAMC
483
Asset Allocation & Management Company
Illinois
$654K – – –
EWM
484
Empirical Wealth Management
Washington
$649K +$230K +1,884 +55%
MC
485
Moors & Cabot
Massachusetts
$640K -$34.7K -284 -5%
NCM
486
Noesis Capital Mangement
Florida
$635K – – –
HCM
487
Hengehold Capital Management
Ohio
$620K -$12.5K -102 -2%
RWM
488
Ritholtz Wealth Management
New York
$619K -$18K -147 -3%
CB
489
Commerce Bank
Missouri
$610K +$1.71K +14 +0.3%
SPA
490
Sentinel Pension Advisors
Massachusetts
$605K -$1.25M -10,241 -67%
FWP
491
FAS Wealth Partners
Kansas
$601K -$182K -1,488 -23%
SG
492
StoneX Group
New York
$601K +$3.91K +32 +0.7%
MPCG
493
Matrix Private Capital Group
New York
$597K +$13.7K +112 +2%
FNT
494
First National Trust
Pennsylvania
$596K +$41.2K +337 +7%
SC
495
Savant Capital
Illinois
$581K +$74.8K +612 +15%
RIA
496
Realta Investment Advisors
Delaware
$576K +$5.5K +45 +1%
TCWM
497
Total Clarity Wealth Management
Illinois
$576K +$186K +1,522 +48%
CCM
498
Compton Capital Management
Rhode Island
$571K -$12.2K -100 -2%
SWM
499
Southern Wealth Management
Texas
$571K +$3.46K +28 +0.6%
MCCP
500
Mission Creek Capital Partners
California
$571K +$38.5K +315 +7%
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