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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 %
AMCA
501
Arthur M. Cohen & Associates
Illinois
$569K – – –
TAM
502
Tocqueville Asset Management
New York
$568K – – –
CAN
503
Claraphi Advisory Network
United States
$567K +$3.42K +28 +0.6%
CS
504
Comerica Securities
Michigan
$566K +$14.1K +115 +3%
FFN
505
Focus Financial Network
Minnesota
$564K +$97.7K +799 +21%
KWM
506
Kingsview Wealth Management
Oregon
$562K -$1.54M -12,503 -73%
CCA
507
Column Capital Advisors
Indiana
$562K – – –
DWM
508
Dakota Wealth Management
Florida
$561K +$561K +4,585 New
SAM
509
Sawgrass Asset Management
Florida
$560K -$24.5K -200 -4%
FHC
510
First Heartland Consultants
Missouri
$547K -$500K -4,083 -48%
HFP
511
Holistic Financial Partners
Indiana
$544K +$122 +1 +0%
PIM
512
Penobscot Investment Management
Massachusetts
$542K -$178K -1,460 -25%
SIC
513
Shoker Investment Counsel
Ohio
$541K -$11.2K -92 -2%
DT
514
Diversified Trust
Tennessee
$540K -$140K -1,145 -21%
CCM
515
Canal Capital Management
Virginia
$538K -$34.1K -279 -6%
FCA
516
FLC Capital Advisors
California
$533K – – –
SWM
517
SeaCrest Wealth Management
New York
$530K +$1.47K +12 +0.3%
TH
518
TCTC Holdings
Texas
$528K -$61.2K -500 -10%
ZIC
519
ZWJ Investment Counsel
Georgia
$526K +$1.71K +14 +0.3%
SFA
520
Sequoia Financial Advisors
Ohio
$526K +$141K +1,158 +37%
BFO
521
Boston Family Office
Massachusetts
$521K – – –
AF
522
Apexium Financial
Texas
$519K +$2.2K +18 +0.4%
HH
523
Hilltop Holdings
Texas
$517K -$9.78K -80 -2%
VFA
524
Valeo Financial Advisors
Indiana
$513K +$74.1K +606 +17%
TFS
525
Thoroughbred Financial Services
Tennessee
$512K – – –
19 20
21
22 23