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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
$26.3M
5
Morgan Stanley
Morgan Stanley
New York
$611M

Top Sellers

1
GWM
Geneos Wealth Management
Colorado
$2.36M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$171M
3
MSA
Marino Stram & Associates
Massachusetts
$2.2M
4
AIC
Ameritas Investment Company
Nebraska
$12.1M
5
Ameriprise
Ameriprise
Minnesota
$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
876
Anchor Investment Management
South Carolina
$12.2K – – –
LSA
877
Lion Street Advisors
Texas
$12.2K +$12.2K +100 New
ANBT
878
American National Bank & Trust
Texas
$12K – – –
MRCM
879
M&R Capital Management
New Jersey
$12K – – –
HI
880
Hudock Inc
Pennsylvania
$12K – – –
EWM
881
Evermay Wealth Management
Virginia
$12K +$12K +100 New
RDFA
882
Ritter Daniher Financial Advisory
Ohio
$11K +$4.82K +39 +78%
HH
883
HWG Holdings
Texas
$10K – – –
FF
884
FourThought Financial
Florida
$6K – – –
LDFR
885
Lehman & Derafelo Financial Resources
Pennsylvania
$6K +$6K +50 New
TFM
886
TFC Financial Management
Massachusetts
$5K – – –
CP
887
Corbenic Partners
Pennsylvania
$4K – – –
FA
888
Fortis Advisors
Pennsylvania
$3K – – –
EI
889
Ellevest Inc
New York
$3K +$3K +21 New
WIM
890
Westside Investment Management
California
$2.06K +$253 +2,072 +14%
IF
891
Ironwood Financial
Arizona
$2K – – –
CPFP
892
Clear Perspectives Financial Planning
Ohio
$2K – – –
HCP
893
Hexagon Capital Partners
Arkansas
$2K +$2K +15 New
LPWM
894
Lake Point Wealth Management
Texas
$1K +$1K +8 New
JFA
895
JNBA Financial Advisors
Minnesota
$1K +$1K +12 New
H
896
HoyleCohen
California
$218 – – –
BBHC
897
Brown Brothers Harriman & Co
New York
$95 – – –
PWAG
898
Polaris Wealth Advisory Group
California
– -$9.12M -76,206 Closed
LCWP
899
Legacy Capital Wealth Partners
Arkansas
– -$3.36M -28,451 Closed
CGIM
900
Cannon Global Investment Management
Florida
– -$3.03M -25,700 Closed
34 35
36
37 38