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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 %
AA
726
AF Advisors
California
$220K +$220K +1,800 New
GI
727
Gradient Investments
Minnesota
$219K -$98.3K -805 -31%
NL
728
NVWM LLC
Pennsylvania
$219K – – –
BA
729
Bristlecone Advisors
Washington
$218K +$489 +4 +0.2%
RC
730
RegentAtlantic Capital
New Jersey
$215K +$215K +1,757 New
HWA
731
Heartwood Wealth Advisors
Virginia
$213K – – –
EP
732
EPIQ Partners
Minnesota
$213K – – –
TCBWMS
733
Texas Capital Bank Wealth Management Services
Texas
$212K -$732 -6 -0.3%
RE
734
RBC Europe
United Kingdom
$212K – – –
BFA
735
Benedict Financial Advisors
Georgia
$210K -$6K -49 -3%
KCM
736
Kathmere Capital Management
Pennsylvania
$210K – – –
CAM
737
Crestone Asset Management
Colorado
$209K – – –
AWE
738
Avidian Wealth Enterprises
Texas
$209K +$244 +2 +0.1%
FFA
739
Founders Financial Alliance
North Carolina
$209K +$28.8K +236 +16%
NA
740
Navellier & Associates
Nevada
$209K +$209K +1,713 New
MP
741
McDonald Partners
Ohio
$208K -$48.9K -400 -19%
APWM
742
Atlas Private Wealth Management
New York
$208K -$7.95K -65 -4%
WCAMG
743
Woodard & Company Asset Management Group
North Carolina
$208K – – –
MCWS
744
McKinley Carter Wealth Services
West Virginia
$207K +$207K +1,690 New
SWMG
745
Signature Wealth Management Group
Georgia
$206K +$206K +1,684 New
SIA
746
SeaBridge Investment Advisors
New Jersey
$206K +$206K +1,685 New
SNT
747
Security National Trust
West Virginia
$205K – – –
MRC
748
Millburn Ridgefield Corp
New York
$204K +$42.1K +345 +26%
Luther King Capital Management (LKCM)
749
Luther King Capital Management (LKCM)
Texas
$203K – – –
TRCT
750
Tower Research Capital (TRC)
New York
$203K +$195K +1,594 +2,379%
28 29
30
31 32