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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 %
DI
726
DFPG Investments
Utah
$208K +$208K +1,707 New
RCA
727
Resonant Capital Advisors
Wisconsin
$206K -$21.2K -180 -9%
KAH
728
Kathryn A. Hall
$205K -$486K -4,130 -70%
HWA
729
Heartwood Wealth Advisors
Virginia
$205K – – –
EP
730
EPIQ Partners
Minnesota
$205K – – –
SNT
731
Security National Trust
West Virginia
$205K – – –
CCM
732
Condor Capital Management
New Jersey
$205K +$205K +1,745 New
TCBWMS
733
Texas Capital Bank Wealth Management Services
Texas
$204K – – –
BB
734
Busey Bank
Illinois
$204K +$204K +1,735 New
RE
735
RBC Europe
United Kingdom
$203K – – –
RC
736
Roundview Capital
New Jersey
$203K -$53.7K -457 -21%
FFA
737
Founders Financial Alliance
North Carolina
$202K – – –
AWE
738
Avidian Wealth Enterprises
Texas
$202K +$118 +1 +0.1%
NA
739
Navellier & Associates
Nevada
$201K – – –
CAM
740
Crestone Asset Management
Colorado
$201K – – –
WCAMG
741
Woodard & Company Asset Management Group
North Carolina
$200K – – –
BFC
742
Bedel Financial Consulting
Indiana
$189K +$235 +2 +0.1%
TAM
743
Townsend Asset Management
North Carolina
$187K +$1.06K +9 +0.6%
MAM
744
Meeder Asset Management
Ohio
$185K +$123K +1,049 +199%
CFFP
745
Center for Financial Planning
Michigan
$184K – – –
CHC
746
City Holding Co
West Virginia
$181K +$38.7K +330 +27%
EW
747
Element Wealth
Mississippi
$173K – – –
MRC
748
Millburn Ridgefield Corp
New York
$166K -$30.2K -257 -15%
TFGT
749
TS Financial Group (TSFG)
Illinois
$166K – – –
GKWIM
750
Gerber Kawasaki Wealth & Investment Management
California
$160K +$160K +1,366 New
28 29
30
31 32