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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 %
AAMC
701
Asset Allocation & Management Company
Illinois
$224K -$406K -3,446 -64%
PWM
702
Perigon Wealth Management
California
$224K – – –
SW
703
StrongBox Wealth
Missouri
$223K -$4.7K -40 -2%
IGGA
704
Iron Gate Global Advisors
Utah
$223K – – –
WI
705
Wintrust Investments
Illinois
$223K +$223K +1,900 New
GI
706
Gradient Investments
Minnesota
$221K +$10K +85 +5%
MCWS
707
McKinley Carter Wealth Services
West Virginia
$220K +$21.4K +182 +11%
IDBONY
708
Israel Discount Bank of New York
New York
$220K +$220K +1,875 New
Two Sigma Investments
709
Two Sigma Investments
New York
$219K -$754K -6,400 -77%
BCM
710
Brookstone Capital Management
Illinois
$218K -$67.5K -562 -24%
BHB
711
Bank Hapoalim BM
Israel
$217K – – –
LCM
712
LVM Capital Management
Michigan
$217K – – –
TI
713
Truepoint Inc
Ohio
$216K -$42.4K -360 -16%
SFP
714
Sterling Financial Planning
New Jersey
$216K -$5.41K -46 -2%
BFA
715
Beacon Financial Advisory
Ohio
$215K +$353 +3 +0.2%
HR
716
Howe & Rusling
New York
$215K +$470 +4 +0.2%
WS
717
Wela Strategies
Georgia
$214K +$823 +7 +0.4%
WFA
718
WestHill Financial Advisors
California
$214K +$214K +1,822 New
QWM
719
Quaker Wealth Management
New Jersey
$213K +$213K +1,811 New
RC
720
RegentAtlantic Capital
New Jersey
$212K +$5.87K +50 +3%
NL
721
NVWM LLC
Pennsylvania
$211K – – –
BMD
722
Better Money Decisions
New Mexico
$210K +$52.1K +444 +33%
SLWA
723
San Luis Wealth Advisors
California
$210K +$210K +1,786 New
H
724
HoyleCohen
California
$209K – – –
AWA
725
Arete Wealth Advisors
Illinois
$209K +$209K +1,771 New
27 28
29
30 31