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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 %
PGWM
776
Parisi Gray Wealth Management
New Jersey
$130K +$130K +1,066 New
JCM
777
Jacobi Capital Management
Pennsylvania
$128K – – –
PWM
778
Provident Wealth Management
Tennessee
$124K -$25K -204 -17%
WPA
779
West Paces Advisors
Georgia
$122K – – –
LWM
780
Liberty Wealth Management
California
$119K +$1.47K +12 +1%
TIM
781
Tortoise Investment Management
New York
$118K – – –
CFD
782
Creative Financial Designs
Indiana
$117K +$122 +1 +0.1%
TF
783
TimeScale Financial
Massachusetts
$116K +$5.27K +43 +5%
FMTCOCP
784
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$114K – – –
IWP
785
IAG Wealth Partners
Wisconsin
$112K – – –
ACA
786
Aptus Capital Advisors
Alabama
$110K – – –
DAM
787
Delta Asset Management
Tennessee
$109K – – –
HDIM
788
Hanson & Doremus Investment Management
Vermont
$108K -$1.57K -17 -1%
BWA
789
BDO Wealth Advisors
Florida
$106K – – –
EDRH
790
Edmond de Rothschild Holding
Switzerland
$98K – – –
HWM
791
Holloway Wealth Management
Florida
$97K – – –
AA
792
Addison Advisors
Vermont
$97K +$97K +790 New
AA
793
AlphaMark Advisors
Kentucky
$96K – – –
FWM
794
FFT Wealth Management
Pennsylvania
$94K +$94K +766 New
BA
795
Ballast Advisors
Minnesota
$93K -$1.95K -16 -2%
HPC
796
HM Payson & Co
Maine
$92K -$694K -5,659 -88%
TWM
797
Tradition Wealth Management
Minnesota
$86K -$119K -967 -58%
HIA
798
Harbor Investment Advisory
Maryland
$85K – – –
JFGIW
799
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81K -$101K -828 -56%
FA
800
Financial Advantage
Maryland
$77K – – –
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32
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