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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 %
GWAG
601
Garrett Wealth Advisory Group
Texas
$369K +$2.33K +19 +0.6%
CDH
602
Charles D. Hyman
$368K +$1.59K +13 +0.4%
VNA
603
Valley National Advisers
Pennsylvania
$365K +$1.1K +9 +0.3%
SSB
604
Sandy Spring Bank
Maryland
$361K -$12.2K -100 -3%
KWMG
605
King Wealth Management Group
Florida
$358K – – –
WOSD
606
WFA of San Diego
California
$357K -$1.47K -12 -0.4%
RWP
607
Ridgecrest Wealth Partners
California
$356K – – –
SCM
608
Schnieders Capital Management
California
$354K +$354K +2,896 New
BCA
609
Bay Colony Advisors
Massachusetts
$350K +$75.5K +618 +28%
TSS
610
Two Sigma Securities
New York
$350K +$350K +2,860 New
MFGM
611
Marshall Financial Group (Maryland)
Maryland
$348K – – –
WP
612
WealthShield Partners
North Carolina
$346K -$72.7K -595 -17%
IC
613
IEQ Capital
California
$346K -$24.1K -197 -7%
CCM
614
Coldstream Capital Management
Washington
$345K -$434K -3,545 -56%
IIC
615
Integrated Investment Consultants
Michigan
$345K – – –
RPG
616
Resource Planning Group
Georgia
$344K – – –
CF
617
Centaurus Financial
California
$344K +$206K +1,686 +149%
WKWM
618
Walter & Keenan Wealth Management
Indiana
$343K – – –
WT
619
Washington Trust
Rhode Island
$342K – – –
BRWM
620
B. Riley Wealth Management
Tennessee
$341K -$4.89K -40 -1%
FAG
621
Financial Advisory Group
Texas
$341K – – –
LIA
622
LBMC Investment Advisors
Tennessee
$340K +$367 +3 +0.1%
ATC
623
Adirondack Trust Company
New York
$337K – – –
SAM
624
Summit Asset Management
Tennessee
$333K -$20.2K -165 -6%
QCG
625
Quadrant Capital Group
Ohio
$333K – – –
23 24
25
26 27