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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 %
ACM
676
Allred Capital Management
Texas
$246K -$1.3K -11 -0.5%
JWCA
677
J.W. Coons Advisors
Ohio
$245K – – –
BIAS
678
Beacon Investment Advisory Services
New Jersey
$245K – – –
OPS
679
Orion Portfolio Solutions
Nebraska
$243K +$7.04K +60 +3%
EC
680
Estate Counselors
Wisconsin
$240K – – –
CCB
681
Cutter & Co Brokerage
Missouri
$240K +$7.17K +61 +3%
ARC
682
Advisor Resource Council
Texas
$239K -$567K -4,814 -70%
GI
683
GAMCO Investors
Connecticut
$239K – – –
BO
684
BRR OpCo
Ohio
$239K – – –
BFIM
685
Beese Fulmer Investment Management
Ohio
$239K +$118 +1 +0%
Jane Street
686
Jane Street
New York
$238K -$420K -3,573 -64%
BP
687
Ballentine Partners
Massachusetts
$238K – – –
OGF
688
Orin Green Financial
California
$236K -$12.4K -105 -5%
CCFCSB
689
Cape Cod Five Cents Savings Bank
Massachusetts
$235K – – –
VWM
690
Venturi Wealth Management
Texas
$235K – – –
AA
691
AF Advisors
California
$235K +$23.5K +200 +11%
BC
692
Burney Company
Virginia
$234K -$26.9K -229 -10%
FA
693
Fagan Associates
New York
$233K +$235 +2 +0.1%
TC
694
Trilogy Capital
California
$231K – – –
HIMC
695
Heritage Investors Management Corp
Maryland
$230K -$5.88K -50 -2%
CFB
696
Cullen/Frost Bankers
Texas
$229K -$15.7K -134 -6%
GWM
697
Greenwich Wealth Management
Connecticut
$229K +$229K +1,952 New
GCP
698
Gill Capital Partners
Colorado
$227K +$117 +1 +0.1%
PFA
699
Pure Financial Advisors
California
$227K +$227K +1,931 New
CBTWT
700
Community Bank & Trust (Waco, Texas)
Texas
$225K – – –
26 27
28
29 30