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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 %
GIA
576
Gladstone Institutional Advisory
Florida
$369K -$4.7K -40 -1%
BAAM
577
Baker Avenue Asset Management
California
$365K -$1.7M -14,467 -82%
GWAG
578
Garrett Wealth Advisory Group
Texas
$365K +$10.8K +92 +3%
SFG
579
SNS Financial Group
Minnesota
$362K – – –
SSB
580
Sandy Spring Bank
Maryland
$359K +$11.8K +100 +3%
RSWM
581
Robertson Stephens Wealth Management
California
$358K -$15.3K -130 -4%
APWA
582
Atlas Private Wealth Advisors
New Jersey
$356K -$116K -986 -25%
CDH
583
Charles D. Hyman
$356K +$1.65K +14 +0.5%
WP
584
WealthSource Partners
California
$356K +$108K +915 +43%
BCA
585
Bay Colony Advisors
Massachusetts
$353K +$16.5K +140 +5%
CF
586
Centaurus Financial
California
$353K +$21.8K +185 +7%
CA
587
Calton & Associates
Florida
$352K -$29.7K -253 -8%
VNA
588
Valley National Advisers
Pennsylvania
$352K +$1.18K +10 +0.3%
LWM
589
Laidlaw Wealth Management
New York
$347K -$70.6K -600 -17%
WOSD
590
WFA of San Diego
California
$343K – – –
RWP
591
Ridgecrest Wealth Partners
California
$343K – – –
SCM
592
Schnieders Capital Management
California
$340K – – –
ATC
593
Adirondack Trust Company
New York
$339K – – –
MW
594
Marcum Wealth
Ohio
$338K +$22.1K +188 +7%
PWLP
595
Prio Wealth Limited Partnership
Massachusetts
$337K -$23.5K -200 -7%
EGA
596
Eagle Global Advisors
Texas
$336K +$52.9K +450 +19%
MFGM
597
Marshall Financial Group (Maryland)
Maryland
$335K – – –
PCA
598
Pallas Capital Advisors
Massachusetts
$334K +$20.4K +162 +7%
IC
599
IEQ Capital
California
$333K – – –
RPG
600
Resource Planning Group
Georgia
$331K – – –
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