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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 %
BONST
651
Bank of Nova Scotia Trust
Ontario, Canada
$275K +$118 +1 +0%
MSFS
652
Main Street Financial Solutions
Pennsylvania
$274K -$9.28K -79 -3%
OIA
653
Optimum Investment Advisors
Illinois
$273K +$1.53K +13 +0.6%
SIC
654
Salem Investment Counselors
North Carolina
$271K – – –
5L
655
55I LLC
Massachusetts
$270K +$270K +2,297 New
BCP
656
Berkeley Capital Partners
Georgia
$266K +$823 +7 +0.3%
FFG
657
Ford Financial Group
California
$266K +$2K +17 +0.8%
BFG
658
Berger Financial Group
Minnesota
$266K +$3.17K +27 +1%
SDWIA
659
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$265K +$235 +2 +0.1%
PP
660
Professional Planning
California
$264K -$54.9K -469 -17%
FB
661
Fulton Bank
Pennsylvania
$263K – – –
RCA
662
Ranch Capital Advisors
Florida
$261K +$117 +1 +0%
CCP
663
Corient Capital Partners
California
$259K – – –
KFI
664
Key Financial Inc
Pennsylvania
$258K – – –
TWM
665
Titus Wealth Management
California
$257K +$470 +4 +0.2%
LWA
666
LWS Wealth Advisors
New Jersey
$257K +$1.76K +15 +0.7%
EWM
667
Evercore Wealth Management
New York
$257K +$257K +2,190 New
FFA
668
First Foundation Advisors
California
$256K -$58.9K -500 -19%
KIG
669
Kowal Investment Group
Wisconsin
$255K +$31.2K +265 +14%
GFPC
670
Global Financial Private Client
Florida
$253K – – –
MCA
671
Magnolia Capital Advisors
Mississippi
$251K -$24.1K -205 -9%
EFG
672
Everhart Financial Group
Ohio
$250K – – –
PL
673
Plancorp LLC
Missouri
$249K -$17.9K -152 -7%
HSA
674
HBK Sorce Advisory
Pennsylvania
$249K +$3.17K +27 +1%
JCM
675
Jacobi Capital Management
Pennsylvania
$249K +$126K +1,077 +103%
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27
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