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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 %
ADL
551
Asset Dedication LLC
California
$460K +$122 +1 +0%
ST
552
Smithfield Trust
Pennsylvania
$454K +$51.5K +421 +13%
AFG
553
Affinia Financial Group
Massachusetts
$452K +$452K +3,664 New
WF
554
WoodTrust Financial
Wisconsin
$450K – – –
MWM
555
Modera Wealth Management
New Jersey
$448K +$30.1K +246 +7%
RPC
556
Rossmore Private Capital
Connecticut
$447K – – –
CIAS
557
Capital Investment Advisory Services
North Carolina
$446K -$14.9K -122 -3%
CFG
558
Citizens Financial Group
Rhode Island
$446K +$12.2K +100 +3%
EWA
559
Exencial Wealth Advisors
Oklahoma
$444K -$35.5K -290 -7%
WSTAM
560
Wilbanks Smith & Thomas Asset Management
Virginia
$444K – – –
CFA
561
Carroll Financial Associates
North Carolina
$443K +$9.41K +77 +2%
OAM
562
Oak Asset Management
California
$443K +$443K +3,625 New
SAM
563
Strategy Asset Managers
California
$441K -$15.3K -125 -3%
IWP
564
Icon Wealth Partners
Texas
$439K +$17K +139 +4%
VCP
565
Vista Capital Partners
Oregon
$437K +$437K +3,577 New
JIR
566
James Investment Research
Ohio
$436K -$10.4K -85 -2%
LWM
567
Laidlaw Wealth Management
New York
$434K +$73.3K +600 +20%
UWPG
568
Ullmann Wealth Partners Group
Florida
$433K – – –
PC
569
Pecaut & Co
Iowa
$427K +$427K +3,490 New
FANJ
570
Financial Architects (New Jersey)
New Jersey
$424K -$3.18K -26 -0.7%
BCWM
571
Bartlett & Co Wealth Management
Ohio
$421K +$55.1K +451 +15%
BC
572
Bartlett & Co
Ohio
$421K +$55.1K +451 +15%
MFA
573
Mayflower Financial Advisors
Massachusetts
$420K -$5.01K -41 -1%
LWA
574
Lenox Wealth Advisors
New York
$420K +$1.96K +16 +0.5%
HA
575
Harfst & Associates
Wyoming
$418K – – –
21 22
23
24 25