SDY icon

SPDR S&P Dividend ETF

874 hedge funds and large institutions have $7.13B invested in SPDR S&P Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 318 increasing their positions, 301 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+13
Holders Change %
+1.51%
% of All Funds
15.39%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
83
Increased
318
Reduced
301
Closed
60
Calls
$6.7M
Puts
$6.76M
Net Calls
-$61K
Net Calls Change
+$728K
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
676
Corient Capital Partners
California
$260K
NFP
677
Narus Financial Partners
Utah
$260K +$260K +2,200 New
KFI
678
Key Financial Inc
Pennsylvania
$259K
BI
679
Ballast Inc
Kentucky
$258K
LWA
680
LWS Wealth Advisors
New Jersey
$256K -$1.3K -11 -0.5%
GFPC
681
Global Financial Private Client
Florida
$253K -$2.97K -25 -1%
EFG
682
Everhart Financial Group
Ohio
$252K
BOPW
683
Brandywine Oak Private Wealth
Pennsylvania
$250K -$9.42K -80 -4%
SFP
684
Sterling Financial Planning
New Jersey
$250K +$1.77K +15 +0.7%
OGF
685
Orin Green Financial
California
$249K -$72K -610 -22%
S
686
SignatureFD
Georgia
$249K
AFG
687
Alterity Financial Group
Maine
$249K +$249K +1,942 New
WP
688
WealthSource Partners
California
$248K +$1.65K +14 +0.7%
MP
689
McDonald Partners
Ohio
$248K +$2.36K +20 +1%
ACM
690
Allred Capital Management
Texas
$247K +$355 +3 +0.1%
HSA
691
HBK Sorce Advisory
Pennsylvania
$246K -$30.3K -257 -11%
BIAS
692
Beacon Investment Advisory Services
New Jersey
$246K -$20.1K -171 -8%
GG
693
Gofen & Glossberg
Illinois
$245K
TWP
694
Treybourne Wealth Planners
Indiana
$244K -$50.7K -429 -17%
EC
695
Estate Counselors
Wisconsin
$242K
BO
696
BRR OpCo
Ohio
$240K -$34.9K -296 -13%
GI
697
GAMCO Investors
Connecticut
$240K
Jane Street
698
Jane Street
New York
$239K -$4.42M -37,409 -95%
BP
699
Ballentine Partners
Massachusetts
$239K
BFIM
700
Beese Fulmer Investment Management
Ohio
$239K +$10.7K +91 +5%