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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.

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
1
LPL Financial
California
$270M
2
Morgan Stanley
2
Morgan Stanley
New York
$610M
3
MSA
3
Marino Stram & Associates
Massachusetts
$24M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$109M
5
KAS
5
Kestra Advisory Services
Texas
$40.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$13K
2
ETC
2
Exchange Traded Concepts
Oklahoma
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$190M
5
Ameriprise
5
Ameriprise
Minnesota
$291M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$21.3M 181,191 -2,494 -1%
WANY
52
Wealthspire Advisors (New York)
New York
$21.2M 180,491 -22,126 -11%
HNB
53
Huntington National Bank
Ohio
$20.8M 17,178 – –
BF
54
BOK Financial
Oklahoma
$20.7M 176,241 +176,241 New
CA
55
Clearstead Advisors
Ohio
$19.3M 164,093 -2,831 -2%
CAL
56
Capital Advisors Ltd
Ohio
$19.1M 162,759 +3,980 +3%
JGIA
57
Jackson Grant Investment Advisers
Connecticut
$18.4M 156,389 -472 -0.3%
BU
58
BBVA USA
Alabama
$17.8M 151,211 +1,480 +1%
FCI
59
Financial Counselors Inc
Kansas
$16.9M 143,550 -4,624 -3%
RBC
60
Roble Belko & Company
Pennsylvania
$16.7M 141,897 +606 +0.4%
PAG
61
Private Advisor Group
New Jersey
$16.4M 139,527 +11,809 +9%
PMG
62
ProVise Management Group
Florida
$15.2M 129,316 +1,103 +0.9%
MAM
63
Madison Asset Management
Wisconsin
$15.2M 129,126 +81 +0.1%
PPW
64
Parcion Private Wealth
Washington
$15.2M 124,110 -565 -0.5%
SPIA
65
Steward Partners Investment Advisory
New York
$15.1M 128,798 +4,537 +4%
Stifel Financial
66
Stifel Financial
Missouri
$14.8M 126,206 -5,666 -4%
AWS
67
AJ Wealth Strategies
New York
$14.8M 125,981 +78,561 +166%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$14.8M 125,833 +8,845 +8%
IWM
69
IHT Wealth Management
Illinois
$14.8M 125,760 +6,735 +6%
FAM
70
Flaharty Asset Management
Florida
$14.7M 125,096 +5,084 +4%
CCA
71
Cadent Capital Advisors
Oklahoma
$14.6M 123,796 -22,633 -15%
CFS
72
CRA Financial Services
New Jersey
$14.3M 121,722 +165 +0.1%
FNC
73
First National Corp
Massachusetts
$13.9M 117,986 +20,897 +22%
UB
74
UMB Bank
Missouri
$13.9M 117,926 +50,262 +74%
WFA
75
Wellspring Financial Advisors
Ohio
$12.7M 108,438 -40 -0%
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