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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 %
First Manhattan
751
First Manhattan
New York
$155K – – –
VCM
752
Versant Capital Management
Arizona
$152K – – –
CWC
753
Carolinas Wealth Consulting
North Carolina
$149K +$940 +8 +0.6%
IRAG
754
Investment Research & Advisory Group
Georgia
$145K – – –
SC
755
SouthState Corp
Florida
$145K +$145K +1,230 New
HDIM
756
Hanson & Doremus Investment Management
Vermont
$141K +$3.63K +31 +3%
PO
757
Private Ocean
California
$138K +$138K +1,170 New
JWBC
758
John W. Brooker & Co
California
$137K -$3.65K -31 -3%
BWM
759
BerganKDV Wealth Management
Minnesota
$131K – – –
PFGIA
760
Patriot Financial Group Insurance Agency
Massachusetts
$131K +$4.36K +37 +3%
TWA
761
TCI Wealth Advisors
Arizona
$129K -$1.3K -11 -1%
CG
762
Cutler Group
California
$129K +$129K +1,100 New
CIA
763
Choate Investment Advisors
Massachusetts
$128K -$7.67K -65 -6%
COCM
764
Charter Oak Capital Management
New Hampshire
$128K – – –
PWM
765
Provident Wealth Management
Tennessee
$119K – – –
LWM
766
Liberty Wealth Management
California
$115K +$705 +6 +0.6%
SIM
767
Sonora Investment Management
Arizona
$114K +$81.3K +690 +249%
TIM
768
Tortoise Investment Management
New York
$113K – – –
TF
769
TimeScale Financial
Massachusetts
$112K +$705 +6 +0.6%
PPWM
770
PFG Private Wealth Management
Florida
$112K +$112K +950 New
FMTCOCP
771
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$110K – – –
IWP
772
IAG Wealth Partners
Wisconsin
$108K – – –
CFD
773
Creative Financial Designs
Indiana
$105K -$7.27K -62 -6%
RG
774
Retirement Group
California
$104K -$28.4K -241 -21%
DAM
775
Delta Asset Management
Tennessee
$102K -$2.93K -25 -3%
29 30
31
32 33