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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 %
LFG
801
Larson Financial Group
Missouri
$57K – – –
FCMT
802
Founders Capital Management (Texas)
Texas
$57K – – –
AWA
803
Arkadios Wealth Advisors
Georgia
$56K -$637K -5,424 -92%
MSFP
804
Mark Sheptoff Financial Planning
Connecticut
$56K – – –
AIM
805
Arcadia Investment Management
Michigan
$53K – – –
PG
806
Proffitt & Goodson
Tennessee
$50K – – –
NSB
807
Norway Savings Bank
Maine
$49K – – –
KPCM
808
Kings Point Capital Management
New York
$48K – – –
AWM
809
Accel Wealth Management
Iowa
$47K +$23.3K +200 +99%
BFO
810
Biltmore Family Office
North Carolina
$45K – – –
GAM
811
Gemmer Asset Management
California
$44K – – –
HFA
812
HC Financial Advisors
California
$42K – – –
JPLA
813
Joseph P. Lucia & Associates
New York
$42K – – –
BCM
814
Bourgeon Capital Management
Connecticut
$41K – – –
CPC
815
Consolidated Planning Corp
Georgia
$41K +$41K +352 New
BCM
816
Blume Capital Management
California
$40K -$23.8K -205 -37%
WFA
817
West Financial Advisors
Iowa
$37K – – –
Vontobel Holding
818
Vontobel Holding
Switzerland
$37K +$13.1K +110 +55%
PFBT
819
Parkside Financial Bank & Trust
Missouri
$36K – – –
OC
820
Oakworth Capital
Alabama
$36K – – –
PK
821
Pflug Koory
Nebraska
$36K – – –
TAM
822
Tucker Asset Management
Colorado
$35.2K – – –
VRM
823
Vectors Research Management
New York
$35K – – –
NSIM
824
North Star Investment Management
Illinois
$33K – – –
MPWT
825
MassMutual Private Wealth & Trust
Connecticut
$32K -$11.6K -100 -27%
31 32
33
34 35