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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 %
FI
801
FormulaFolio Investments
Michigan
$77K – – –
BCA
802
Bray Capital Advisors
Florida
$73K – – –
MWC
803
MBM Wealth Consultants
Missouri
$70K – – –
TCM
804
Tradewinds Capital Management
Washington
$68K – – –
BCM
805
Blume Capital Management
California
$67K +$67K +549 New
MAM
806
Meeder Asset Management
Ohio
$64K +$64K +527 New
PSB
807
Piscataqua Savings Bank
New Hampshire
$63K – – –
AW
808
Avion Wealth
Texas
$61K – – –
HFA
809
Hoover Financial Advisors
Pennsylvania
$61K – – –
WB
810
Webster Bank
Connecticut
$61K – – –
ZB
811
Zions Bancorporation
Utah
$61K +$61K +500 New
LFG
812
Larson Financial Group
Missouri
$59K – – –
FCMT
813
Founders Capital Management (Texas)
Texas
$59K – – –
MSFP
814
Mark Sheptoff Financial Planning
Connecticut
$58K – – –
AIM
815
Arcadia Investment Management
Michigan
$55K – – –
NFSG
816
Newbridge Financial Services Group
Florida
$55K +$19.3K +159 +54%
PG
817
Proffitt & Goodson
Tennessee
$52K – – –
NSB
818
Norway Savings Bank
Maine
$51K – – –
KPCM
819
Kings Point Capital Management
New York
$50K -$95.2K -781 -66%
BFO
820
Biltmore Family Office
North Carolina
$47K – – –
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$46K +$33.8K +276 +276%
GAM
822
Gemmer Asset Management
California
$45K – – –
JPLA
823
Joseph P. Lucia & Associates
New York
$44K – – –
HFA
824
HC Financial Advisors
California
$43K +$4.85K +40 +13%
BCM
825
Bourgeon Capital Management
Connecticut
$42K – – –
31 32
33
34 35