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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 %
PFM
526
Parsec Financial Management
North Carolina
$458K +$458K +3,635 New
SHWM
527
Smith & Howard Wealth Management
Georgia
$457K -$1.18K -10 -0.3%
AFG
528
Affinia Financial Group
Massachusetts
$453K – – –
SF
529
Summit Financial
New Jersey
$451K +$3.29K +28 +0.7%
VFM
530
Vivid Financial Management
California
$448K – – –
CAM
531
Covenant Asset Management
New Jersey
$444K – – –
ADL
532
Asset Dedication LLC
California
$444K +$118 +1 +0%
FANJ
533
Financial Architects (New Jersey)
New Jersey
$442K +$34.3K +292 +8%
BHTS
534
Bar Harbor Trust Services
Maine
$439K -$6K -51 -1%
ST
535
Smithfield Trust
Pennsylvania
$436K – – –
YIA
536
YHB Investment Advisors
Connecticut
$433K -$25.1K -214 -5%
WF
537
WoodTrust Financial
Wisconsin
$432K – – –
MCM
538
Magnolia Capital Management
New York
$430K -$651K -5,535 -60%
RPC
539
Rossmore Private Capital
Connecticut
$430K – – –
CIAS
540
Capital Investment Advisory Services
North Carolina
$429K – – –
AIM
541
Acropolis Investment Management
Missouri
$428K -$27.4K -242 -6%
CFG
542
Citizens Financial Group
Rhode Island
$428K – – –
IWP
543
Icon Wealth Partners
Texas
$422K -$118 -1 -0%
CSIC
544
Clifford Swan Investment Counsel
California
$422K +$37.4K +300 +10%
DFA
545
DHJJ Financial Advisors
Illinois
$421K +$25.4K +216 +6%
CI
546
Conning Inc
Connecticut
$420K -$2.98M -25,339 -88%
WSTAM
547
Wilbanks Smith & Thomas Asset Management
Virginia
$420K -$7.17K -61 -2%
VCP
548
Vista Capital Partners
Oregon
$420K – – –
JIR
549
James Investment Research
Ohio
$419K – – –
OAM
550
Oak Asset Management
California
$417K -$24.4K -200 -6%
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