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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 %
FWP
476
FAS Wealth Partners
Kansas
$575K -$2.12K -18 -0.4%
MPCG
477
Matrix Private Capital Group
New York
$574K – – –
FPCP
478
Fort Point Capital Partners
California
$566K +$566K +4,817 New
OIA
479
OneDigital Investment Advisors
Kansas
$558K -$101K -860 -15%
QCM
480
Quest Capital Management
Texas
$551K -$171K -1,459 -24%
MCCP
481
Mission Creek Capital Partners
California
$550K +$471 +4 +0.1%
AMCA
482
Arthur M. Cohen & Associates
Illinois
$548K – – –
TAM
483
Tocqueville Asset Management
New York
$546K – – –
SWM
484
Southern Wealth Management
Texas
$546K +$3.64K +31 +0.7%
TCWM
485
Total Clarity Wealth Management
Illinois
$544K -$10.2K -87 -2%
CAN
486
Claraphi Advisory Network
United States
$544K -$1.06K -9 -0.2%
RWA
487
River Wealth Advisors
Pennsylvania
$544K +$68.9K +586 +15%
TI
488
Trexquant Investment
Connecticut
$544K +$544K +4,627 New
FFN
489
Focus Financial Network
Minnesota
$542K – – –
CCA
490
Column Capital Advisors
Indiana
$541K – – –
CS
491
Comerica Securities
Michigan
$538K -$6.35K -54 -1%
ASFA
492
All Season Financial Advisors
Colorado
$538K +$538K +4,581 New
DWM
493
Dakota Wealth Management
Florida
$536K -$2.35K -20 -0.4%
HCM
494
Hengehold Capital Management
Ohio
$534K -$62.4K -531 -10%
RIA
495
Realta Investment Advisors
Delaware
$524K -$30.1K -256 -5%
GG
496
Gofen & Glossberg
Illinois
$524K +$42.3K +360 +9%
HFP
497
Holistic Financial Partners
Indiana
$523K – – –
AF
498
Apexium Financial
Texas
$522K +$23.6K +201 +5%
GC
499
Grimes & Company
Massachusetts
$520K +$256K +2,180 +97%
WAS
500
Wealth Advisory Solutions
Indiana
$519K +$56.4K +480 +12%
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