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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 %
IIC
601
Integrated Investment Consultants
Michigan
$331K – – –
WKWM
602
Walter & Keenan Wealth Management
Indiana
$329K – – –
WT
603
Washington Trust
Rhode Island
$328K – – –
BRWM
604
B. Riley Wealth Management
Tennessee
$328K – – –
FAG
605
Financial Advisory Group
Texas
$327K – – –
KWMG
606
King Wealth Management Group
Florida
$326K -$18.7K -159 -5%
SAM
607
Summit Asset Management
Tennessee
$320K – – –
QCG
608
Quadrant Capital Group
Ohio
$320K – – –
WIA
609
World Investment Advisors
California
$318K +$8.94K +76 +3%
CWA
610
Clarity Wealth Advisors
California
$318K +$318K +2,707 New
MCP
611
Martin Capital Partners
Oregon
$317K – – –
BIM
612
Baldwin Investment Management
Pennsylvania
$317K – – –
PP
613
Patten & Patten
Tennessee
$316K +$11.8K +100 +4%
IFAM
614
Institutional & Family Asset Management
Colorado
$315K +$587 +5 +0.2%
CCT
615
Chemung Canal Trust
New York
$314K -$82.8K -703 -21%
PCA
616
Personal Capital Advisors
California
$314K -$75.5K -641 -19%
AWAP
617
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$313K – – –
WMG
618
WESCAP Management Group
California
$312K – – –
LSA
619
Lion Street Advisors
Texas
$312K +$300K +2,550 +2,550%
BP
620
Broadleaf Partners
Ohio
$308K – – –
PA
621
PFG Advisors
Arizona
$308K +$26.5K +225 +9%
Cerity Partners
622
Cerity Partners
New York
$308K +$48.5K +413 +19%
S
623
SignatureFD
Georgia
$307K +$58.8K +500 +24%
AWM
624
Avior Wealth Management
Nebraska
$306K -$66.1K -563 -18%
GF
625
Gries Financial
Ohio
$303K – – –
23 24
25
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