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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 %
WWM
751
Windsor Wealth Management
Indiana
$203K +$203K +1,662 New
DA
752
Dash Acquisitions
California
$202K +$202K +1,648 New
AA
753
Apriem Advisors
California
$202K +$202K +1,649 New
RDWM
754
Red Door Wealth Management
Tennessee
$202K +$202K +1,656 New
NB
755
Northwest Bancshares
Pennsylvania
$201K +$201K +1,647 New
BFC
756
Bedel Financial Consulting
Indiana
$197K -$38K -310 -16%
TAM
757
Townsend Asset Management
North Carolina
$193K +$5.87K +48 +3%
CFFP
758
Center for Financial Planning
Michigan
$191K – – –
FHC
759
First Horizon Corporation
Tennessee
$189K -$133K -1,095 -41%
EW
760
Element Wealth
Mississippi
$180K – – –
TFGT
761
TS Financial Group (TSFG)
Illinois
$172K +$14K +115 +9%
BMD
762
Better Money Decisions
New Mexico
$164K +$71.4K +585 +77%
First Manhattan
763
First Manhattan
New York
$162K – – –
EWM
764
Elmwood Wealth Management
California
$161K – – –
VCM
765
Versant Capital Management
Arizona
$158K – – –
CWC
766
Carolinas Wealth Consulting
North Carolina
$154K -$2.44K -20 -2%
IRAG
767
Investment Research & Advisory Group
Georgia
$150K – – –
CHC
768
City Holding Co
West Virginia
$148K -$26K -213 -15%
JWBC
769
John W. Brooker & Co
California
$146K +$4.03K +33 +3%
CIA
770
Choate Investment Advisors
Massachusetts
$141K – – –
RG
771
Retirement Group
California
$137K +$40K +328 +41%
BWM
772
BerganKDV Wealth Management
Minnesota
$136K – – –
TWA
773
TCI Wealth Advisors
Arizona
$135K +$488 +4 +0.4%
COCM
774
Charter Oak Capital Management
New Hampshire
$133K – – –
PFGIA
775
Patriot Financial Group Insurance Agency
Massachusetts
$131K +$5.98K +49 +5%
29 30
31
32 33