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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 %
GC
501
Gratus Capital
Georgia
$517K +$70.5K +600 +16%
KWM
502
Kingsview Wealth Management
Oregon
$515K -$21.8K -186 -4%
CCM
503
Compton Capital Management
Rhode Island
$514K -$35.3K -300 -6%
HH
504
Hilltop Holdings
Texas
$513K +$15.9K +135 +3%
FCA
505
FLC Capital Advisors
California
$512K – – –
PIM
506
Penobscot Investment Management
Massachusetts
$510K -$11.8K -100 -2%
CWM
507
Chicago Wealth Management
Illinois
$509K +$509K +4,326 New
TH
508
TCTC Holdings
Texas
$507K – – –
ZIC
509
ZWJ Investment Counsel
Georgia
$506K – – –
BFO
510
Boston Family Office
Massachusetts
$501K – – –
CFA
511
Carroll Financial Associates
North Carolina
$500K +$74.6K +636 +18%
WCM
512
WealthBridge Capital Management
Ohio
$497K +$21.2K +180 +4%
CCM
513
Canal Capital Management
Virginia
$496K -$21.9K -186 -4%
SWM
514
SeaCrest Wealth Management
New York
$495K -$14.7K -125 -3%
VFA
515
Valeo Financial Advisors
Indiana
$494K +$940 +8 +0.2%
TFS
516
Thoroughbred Financial Services
Tennessee
$492K – – –
DZ Bank
517
DZ Bank
Germany
$484K – – –
MAA
518
Matrix Asset Advisors
New York
$477K – – –
FAB
519
First American Bank
Illinois
$474K – – –
MFG
520
Merit Financial Group
Georgia
$472K -$171K -1,453 -27%
DA
521
Doliver Advisors
Texas
$472K +$472K +4,019 New
TCPWM
522
Traverso Chambers Private Wealth Management
California
$471K – – –
ARMC
523
American Research & Management Company
Massachusetts
$468K – – –
GSEP
524
Golden State Equity Partners
California
$467K -$19.1K -163 -4%
MWM
525
Meridian Wealth Management
Kentucky
$465K +$235 +2 +0.1%
19 20
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