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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 %
GAG
651
GM Advisory Group
New York
$299K +$1.83K +15 +0.6%
MA
652
MCF Advisors
Kentucky
$298K – – –
RWP
653
RWA Wealth Partners
Massachusetts
$296K – – –
MSFS
654
Main Street Financial Solutions
Pennsylvania
$295K +$1.22K +10 +0.4%
EGA
655
Eagle Global Advisors
Texas
$294K – – –
MIM
656
MTM Investment Management
South Carolina
$293K +$122 +1 +0%
PA
657
PFG Advisors
Arizona
$293K +$45.9K +375 +19%
HCM
658
Hall Capital Management
Rhode Island
$293K +$293K +2,398 New
BCM
659
Brookstone Capital Management
Illinois
$291K +$291K +2,377 New
GTAM
660
Global Trust Asset Management
Florida
$288K – – –
BONST
661
Bank of Nova Scotia Trust
Ontario, Canada
$286K -$122 -1 -0%
MCA
662
Magnolia Capital Advisors
Mississippi
$286K – – –
SWP
663
Summit Wealth Partners
Florida
$286K +$286K +2,336 New
BMM
664
Buffington Mohr McNeal
Idaho
$284K – – –
OIA
665
Optimum Investment Advisors
Illinois
$283K -$10.3K -84 -4%
CG
666
Corundum Group
Colorado
$283K – – –
MPW
667
Monterey Private Wealth
California
$283K +$244 +2 +0.1%
EP
668
Eudaimonia Partners
Tennessee
$283K +$64.1K +524 +29%
SIC
669
Salem Investment Counselors
North Carolina
$282K – – –
FB
670
Fulton Bank
Pennsylvania
$280K – – –
AF
671
Allworth Financial
California
$279K +$62.4K +511 +29%
PL
672
Plancorp LLC
Missouri
$278K -$10.9K -89 -4%
CL
673
Cabana LLC
Arkansas
$277K +$277K +2,269 New
BCP
674
Berkeley Capital Partners
Georgia
$276K -$3.06K -25 -1%
SDWIA
675
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$275K – – –
25 26
27
28 29