SDY icon

SPDR S&P Dividend ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PP
626
Professional Planning
California
$332K +$49K +402 +17%
BIM
627
Baldwin Investment Management
Pennsylvania
$330K
MCP
628
Martin Capital Partners
Oregon
$330K +$13.7K +112 +4%
MW
629
Marcum Wealth
Ohio
$328K +$26.9K +220 +9%
FFA
630
First Foundation Advisors
California
$327K
IFAM
631
Institutional & Family Asset Management
Colorado
$327K +$489 +4 +0.1%
AWAP
632
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$326K
WMG
633
WESCAP Management Group
California
$325K
WIA
634
World Investment Advisors
California
$321K -$9.04K -74 -3%
BP
635
Broadleaf Partners
Ohio
$320K +$20.8K +170 +7%
PP
636
Patten & Patten
Tennessee
$316K
GF
637
Gries Financial
Ohio
$316K +$1.23K +10 +0.4%
B
638
Bailard
California
$314K
SYBT
639
Stock Yards Bank & Trust
Kentucky
$313K
IFWM
640
Institute for Wealth Management
Colorado
$312K
SEP
641
Southland Equity Partners
Missouri
$312K
TA
642
TrueWealth Advisors
Alabama
$310K -$5.86K -48 -2%
HA
643
HC Advisors
Georgia
$307K
PPP
644
Private Portfolio Partners
New Jersey
$306K +$245 +2 +0.1%
BW
645
Bison Wealth
Georgia
$305K +$248K +2,024 +432%
PCA
646
Pallas Capital Advisors
Massachusetts
$305K +$305K +2,492 New
EIA
647
Eldridge Investment Advisors
New Hampshire
$303K +$3.06K +25 +1%
BCP
648
Blue Chip Partners
Michigan
$302K +$1.84K +15 +0.6%
PAMG
649
Patton Albertson Miller Group
Tennessee
$301K
B
650
Bridgeworth
Alabama
$300K -$3.67K -30 -1%