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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 %
AAS
576
Annex Advisory Services
Wisconsin
$417K +$417K +3,412 New
EW
577
Evoke Wealth
California
$414K – – –
CCT
578
Chemung Canal Trust
New York
$412K – – –
BDF
579
Balasa Dinverno & Foltz
$412K – – –
DFA
580
DHJJ Financial Advisors
Illinois
$412K +$489 +4 +0.1%
KF
581
Krilogy Financial
Missouri
$411K +$37.3K +305 +10%
JWM
582
Jackson Wealth Management
Florida
$407K +$36.3K +297 +10%
PCA
583
Personal Capital Advisors
California
$405K +$28.6K +234 +8%
SB
584
Strategic Blueprint
Georgia
$400K +$400K +3,273 New
GIA
585
GHP Investment Advisors
Colorado
$399K +$733 +6 +0.2%
CA
586
Calton & Associates
Florida
$398K -$1.59K -13 -0.4%
FF
587
Friedenthal Financial
New Jersey
$398K +$398K +3,255 New
NAM
588
NTV Asset Management
West Virginia
$391K – – –
GIA
589
Gladstone Institutional Advisory
Florida
$389K -$94.7K -774 -20%
SAM
590
Sequent Asset Management
Texas
$388K – – –
RSWM
591
Robertson Stephens Wealth Management
California
$388K +$45.8K +375 +13%
EI
592
Ethic Inc
New York
$388K +$388K +3,169 New
FIM
593
Freedom Investment Management
Connecticut
$387K +$10.9K +89 +3%
AWM
594
Avior Wealth Management
Nebraska
$387K +$100K +822 +35%
WCG
595
Wall Capital Group
Arizona
$383K +$2.44K +20 +0.6%
PMFA
596
Plante Moran Financial Advisors
Michigan
$379K -$406K -3,323 -52%
CSIC
597
Clifford Swan Investment Counsel
California
$378K – – –
SFG
598
SNS Financial Group
Minnesota
$376K – – –
PWLP
599
Prio Wealth Limited Partnership
Massachusetts
$375K -$30.5K -250 -8%
CPIG
600
Chicago Partners Investment Group
Illinois
$375K +$57.1K +464 +18%
22 23
24
25 26