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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
$270M
2
Morgan Stanley
Morgan Stanley
New York
$610M
3
MSA
Marino Stram & Associates
Massachusetts
$24M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$109M
5
KAS
Kestra Advisory Services
Texas
$40.6M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$13K
2
ETC
Exchange Traded Concepts
Oklahoma
$0
3
FIA
Foundations Investment Advisors
Arizona
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$190M
5
Ameriprise
Ameriprise
Minnesota
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
826
Pacifica Partners
Canada
$32K – – –
AWM
827
Activest Wealth Management
Florida
$32K – – –
PGAM
828
Princeton Global Asset Management
New Jersey
$31K -$3.5K -30 -10%
PCA
829
Providence Capital Advisors
North Carolina
$30K -$235 -2 -0.8%
ETI
830
Enterprise Trust & Investment
California
$28K +$28K +236 New
POIA
831
Pin Oak Investment Advisors
Texas
$26K – – –
LWA
832
Lowe Wealth Advisors
Maryland
$25K – – –
CFG
833
CKW Financial Group
Hawaii
$25K – – –
ME
834
McIlrath & Eck
Washington
$25K – – –
AP
835
Atwood & Palmer
Missouri
$24K – – –
CTB
836
Country Trust Bank
Illinois
$24K +$24K +200 New
CLOS
837
Compagnie Lombard Odier SCmA
Switzerland
$21K – – –
AWM
838
AllSquare Wealth Management
New York
$21K – – –
RFA
839
Reilly Financial Advisors
California
$20K -$13K -113 -39%
WQ
840
Wealth Quarterback
New Jersey
$19K +$118 +1 +0.6%
FRA
841
Front Row Advisors
California
$18K – – –
LDFR
842
Lehman & Derafelo Financial Resources
Pennsylvania
$18K +$12K +100 +200%
WLPWM
843
Walled Lake Planning & Wealth Management
Illinois
$18K +$18K +151 New
PP
844
PrairieView Partners
Minnesota
$17K -$958 -8 -5%
SMG
845
Spectrum Management Group
Indiana
$17K – – –
SPWG
846
Sage Private Wealth Group
Illinois
$16K – – –
PCG
847
Private Capital Group
Connecticut
$16K – – –
RAM
848
Riggs Asset Management
Pennsylvania
$15K – – –
PWM
849
Prentice Wealth Management
New York
$15K – – –
HA
850
Herold Advisors
New York
$15K +$15K +134 New
32 33
34
35 36