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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 %
KOMWMG
626
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$302K -$1.79M -15,205 -86%
B
627
Bailard
California
$302K – – –
SYBT
628
Stock Yards Bank & Trust
Kentucky
$302K – – –
EP
629
Eudaimonia Partners
Tennessee
$302K +$30.3K +258 +11%
IFWM
630
Institute for Wealth Management
Colorado
$300K – – –
SEP
631
Southland Equity Partners
Missouri
$300K – – –
PPP
632
Private Portfolio Partners
New Jersey
$299K +$5.41K +46 +2%
TA
633
TrueWealth Advisors
Alabama
$298K – – –
HA
634
HC Advisors
Georgia
$295K – – –
BW
635
Bison Wealth
Georgia
$293K +$117 +1 +0%
BCP
636
Blue Chip Partners
Michigan
$292K +$2.12K +18 +0.7%
EIA
637
Eldridge Investment Advisors
New Hampshire
$291K – – –
PAMG
638
Patton Albertson Miller Group
Tennessee
$290K – – –
GAG
639
GM Advisory Group
New York
$290K +$2.12K +18 +0.7%
GTAM
640
Global Trust Asset Management
Florida
$290K +$12.9K +110 +5%
B
641
Bridgeworth
Alabama
$289K +$235 +2 +0.1%
MA
642
MCF Advisors
Kentucky
$287K – – –
RWP
643
RWA Wealth Partners
Massachusetts
$285K – – –
Luther King Capital Management (LKCM)
644
Luther King Capital Management (LKCM)
Texas
$283K -$203K – –
HCM
645
Hall Capital Management
Rhode Island
$282K – – –
MIM
646
MTM Investment Management
South Carolina
$282K +$118 +1 +0%
Financial Engines Advisors
647
Financial Engines Advisors
California
$282K +$282K +2,404 New
Millennium Management
648
Millennium Management
New York
$280K +$280K +2,385 New
FA
649
Fermata Advisors
California
$278K +$278K +2,364 New
MPW
650
Monterey Private Wealth
California
$277K +$239 +2 +0.1%
24 25
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