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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 %
HCP
876
Hexagon Capital Partners
Arkansas
$2K – – –
LPWM
877
Lake Point Wealth Management
Texas
$1K – – –
JFA
878
JNBA Financial Advisors
Minnesota
$1K – – –
OSAM
879
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +6 New
LIA
880
LBMC Investment Advisors
Tennessee
$327 -$655 -1,856 -67%
BBHC
881
Brown Brothers Harriman & Co
New York
$92 – – –
ETC
882
Exchange Traded Concepts
Oklahoma
– -$37.7M -308,475 Closed
FIA
883
Foundations Investment Advisors
Arizona
– -$28.2M -228,745 Closed
SDAM
884
Shulman DeMeo Asset Management
New York
– -$6.62M -54,139 Closed
ACM
885
Avalon Capital Management
California
– -$5.96M -48,747 Closed
GM
886
GeoWealth Management
Illinois
– -$5.13M -41,999 Closed
JWCA
887
J.W. Cole Advisors
Florida
– -$3.18M -26,038 Closed
GB
888
Gunma Bank
Japan
– -$3.12M -25,500 Closed
NL
889
NEPC LLC
Massachusetts
– -$3.06M -25,000 Closed
IC
890
Inscription Capital
Texas
– -$2.68M -21,925 Closed
CRI
891
Colonial River Investments
Virginia
– -$2.47M -20,228 Closed
FTUS
892
Flow Traders U.S.
New York
– -$1.81M -14,795 Closed
DMC
893
Drexel Morgan & Co
Pennsylvania
– -$1.44M -11,782 Closed
SFA
894
Sequoia Financial Advisors
Ohio
– -$526K -4,305 Closed
W
895
WealthOne
New York
– -$493K -4,034 Closed
EWA
896
Exencial Wealth Advisors
Oklahoma
– -$444K -3,631 Closed
AAS
897
Annex Advisory Services
Wisconsin
– -$417K -3,412 Closed
JWM
898
Jackson Wealth Management
Florida
– -$407K -3,328 Closed
SB
899
Strategic Blueprint
Georgia
– -$400K -3,273 Closed
TSS
900
Two Sigma Securities
New York
– -$350K -2,860 Closed
34 35
36
37 38