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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 %
BO
701
BRR OpCo
Ohio
$249K – – –
BP
702
Ballentine Partners
Massachusetts
$248K – – –
BFIM
703
Beese Fulmer Investment Management
Ohio
$248K +$122 +1 +0%
OPS
704
Orion Portfolio Solutions
Nebraska
$246K +$246K +2,011 New
HIMC
705
Heritage Investors Management Corp
Maryland
$245K -$1.83K -15 -0.7%
CCFCSB
706
Cape Cod Five Cents Savings Bank
Massachusetts
$245K – – –
VWM
707
Venturi Wealth Management
Texas
$245K – – –
TC
708
Trilogy Capital
California
$243K +$243K +1,967 New
FA
709
Fagan Associates
New York
$242K +$244 +2 +0.1%
CCB
710
Cutter & Co Brokerage
Missouri
$242K +$242K +1,982 New
SW
711
StrongBox Wealth
Missouri
$237K – – –
GCP
712
Gill Capital Partners
Colorado
$237K +$123 +1 +0.1%
RCA
713
Resonant Capital Advisors
Wisconsin
$236K – – –
CBTWT
714
Community Bank & Trust (Waco, Texas)
Texas
$235K – – –
PWM
715
Perigon Wealth Management
California
$233K – – –
IGGA
716
Iron Gate Global Advisors
Utah
$232K -$134K -1,100 -37%
KIG
717
Kowal Investment Group
Wisconsin
$232K +$232K +1,900 New
SFP
718
Sterling Financial Planning
New Jersey
$230K -$28.7K -235 -11%
MSR
719
Main Street Research
Connecticut
$230K +$230K +1,883 New
LCM
720
LVM Capital Management
Michigan
$226K – – –
VCA
721
Verdence Capital Advisors
Maryland
$226K +$488 +4 +0.2%
BHB
722
Bank Hapoalim BM
Israel
$225K – – –
HR
723
Howe & Rusling
New York
$223K +$489 +4 +0.2%
BFA
724
Beacon Financial Advisory
Ohio
$223K +$489 +4 +0.2%
WS
725
Wela Strategies
Georgia
$222K +$612 +5 +0.3%
27 28
29
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