SDY icon

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.

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
1
AssetMark Inc
California
$83.1M
2
KIM
2
Karpus Investment Management
New York
$30.1M
3
HNB
3
Huntington National Bank
Ohio
$22.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$26.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$611M

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$2.36M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$171M
3
MSA
3
Marino Stram & Associates
Massachusetts
$2.2M
4
AIC
4
Ameritas Investment Company
Nebraska
$12.1M
5
Ameriprise
5
Ameriprise
Minnesota
$320M
Name Market Value Shares Shares
Change 		Shares
Change %
ERWM
51
Elk River Wealth Management
Colorado
$23.9M 195,071 +7,745 +4%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$23.8M 194,835 +14,767 +8%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$22.5M 183,685 +2,493 +1%
HNB
54
Huntington National Bank
Ohio
$22.1M 17,178 +17,178 New
CA
55
Clearstead Advisors
Ohio
$20.4M 166,924 -4,627 -3%
CAL
56
Capital Advisors Ltd
Ohio
$19.4M 158,779 +9,425 +6%
JGIA
57
Jackson Grant Investment Advisers
Connecticut
$19.2M 156,861 +745 +0.5%
BU
58
BBVA USA
Alabama
$18.3M 149,731 +149,731 New
FCI
59
Financial Counselors Inc
Kansas
$18.1M 148,174 -1,413 -0.9%
CCA
60
Cadent Capital Advisors
Oklahoma
$17.9M 146,429 +13,723 +10%
RBC
61
Roble Belko & Company
Pennsylvania
$17.3M 141,291 +22,230 +19%
Stifel Financial
62
Stifel Financial
Missouri
$16.1M 131,872 +9,173 +7%
MAM
63
Madison Asset Management
Wisconsin
$15.8M 129,045 +24 +0%
PMG
64
ProVise Management Group
Florida
$15.7M 128,213 -36,151 -22%
PAG
65
Private Advisor Group
New Jersey
$15.6M 127,718 -8,828 -6%
PPW
66
Parcion Private Wealth
Washington
$15.2M 124,675 -3,382 -3%
SPIA
67
Steward Partners Investment Advisory
New York
$15.2M 124,261 -25,285 -17%
CFS
68
CRA Financial Services
New Jersey
$14.9M 121,557 +474 +0.4%
FAM
69
Flaharty Asset Management
Florida
$14.7M 120,012 +3,619 +3%
IWM
70
IHT Wealth Management
Illinois
$14.6M 119,025 +12,864 +12%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$14.3M 116,988 +6,088 +5%
KTC
72
Kistler-Tiffany Companies
Pennsylvania
$13.9M 113,971 -859 -0.7%
Brown Advisory
73
Brown Advisory
Maryland
$13.5M 110,409 +3,889 +4%
WFA
74
Wellspring Financial Advisors
Ohio
$13.3M 108,478 -27,043 -20%
SB
75
Simmons Bank
Arkansas
$12.8M 104,990 -7,759 -7%
1 2
3
4 5