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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 %
UWPG
551
Ullmann Wealth Partners Group
Florida
$416K – – –
SAM
552
Strategy Asset Managers
California
$412K -$11.7K -100 -3%
LWA
553
Lenox Wealth Advisors
New York
$408K +$3.53K +30 +0.9%
SIC
554
Shoker Investment Counsel
Ohio
$406K -$114K -974 -22%
HA
555
Harfst & Associates
Wyoming
$402K – – –
PMFA
556
Plante Moran Financial Advisors
Michigan
$402K +$36.8K +313 +10%
EI
557
Ethic Inc
New York
$399K +$26.9K +229 +7%
FIM
558
Freedom Investment Management
Connecticut
$398K +$25.5K +217 +7%
EW
559
Evoke Wealth
California
$397K – – –
WPA
560
West Paces Advisors
Georgia
$397K +$280K +2,382 +239%
BDF
561
Balasa Dinverno & Foltz
$396K – – –
MWM
562
Modera Wealth Management
New Jersey
$395K -$35K -298 -8%
CPIG
563
Chicago Partners Investment Group
Illinois
$393K +$8.58K +68 +2%
VCM
564
Virtue Capital Management
Tennessee
$392K +$392K +3,339 New
SCA
565
Stonebridge Capital Advisors
Minnesota
$388K -$391K -3,320 -50%
KF
566
Krilogy Financial
Missouri
$385K -$9.75K -83 -2%
GIA
567
GHP Investment Advisors
Colorado
$385K +$823 +7 +0.2%
MFA
568
Mayflower Financial Advisors
Massachusetts
$384K -$36.7K -300 -9%
FF
569
Friedenthal Financial
New Jersey
$383K – – –
Fisher Asset Management
570
Fisher Asset Management
Washington
$380K +$380K +3,234 New
NAM
571
NTV Asset Management
West Virginia
$376K – – –
BC
572
Bartlett & Co
Ohio
$374K -$31.5K -268 -8%
BCWM
573
Bartlett & Co Wealth Management
Ohio
$374K -$31.5K -268 -8%
SAM
574
Sequent Asset Management
Texas
$373K – – –
WCG
575
Wall Capital Group
Arizona
$371K +$2.59K +22 +0.7%
21 22
23
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