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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 %
PWM
901
PRW Wealth Management
Massachusetts
– -$2.76M -23,351 Closed
BAM
902
Bruderman Asset Management
New York
– -$2.39M -20,274 Closed
VFA
903
Voya Financial Advisors
Connecticut
– -$1.95M -16,405 Closed
AWM
904
Aberdeen Wealth Management
Illinois
– -$1.89M -16,022 Closed
PVH
905
Psagot Value Holdings
Israel
– -$1.54M -13,061 Closed
BFM
906
Boothbay Fund Management
New York
– -$1.36M -11,557 Closed
AWA
907
Acorn Wealth Advisors
Michigan
– -$1.25M -10,575 Closed
MFW
908
Meristem Family Wealth
Minnesota
– -$1.01M -8,591 Closed
Bank of Nova Scotia
909
Bank of Nova Scotia
Ontario, Canada
– -$828K -7,015 Closed
TCA
910
Transcend Capital Advisors
New Jersey
– -$673K -5,702 Closed
MKA
911
M. Kulyk & Associates
Georgia
– -$580K -4,915 Closed
Millennium Management
912
Millennium Management
New York
– -$542K -4,589 Closed
YIH
913
Y-Intercept (HK)
Hong Kong
– -$522K -4,399 Closed
SFS
914
Sowell Financial Services
Arkansas
– -$457K -3,617 Closed
HIP
915
HUB Investment Partners
Texas
– -$412K -3,494 Closed
WCFA
916
Walkner Condon Financial Advisors
Wisconsin
– -$401K -3,400 Closed
SFP
917
Strategic Financial Partners
Oregon
– -$397K -3,362 Closed
IFO
918
Independent Family Office
New York
– -$326K -2,766 Closed
CG
919
Cutler Group
California
– -$294K -2,499 Closed
RA
920
RFG Advisory
Alabama
– -$279K -2,362 Closed
HCM
921
Howland Capital Management
Massachusetts
– -$268K -2,267 Closed
CBT
922
Capital Bank & Trust
California
– -$264K -2,239 Closed
BI
923
Ballast Inc
Kentucky
– -$258K -2,186 Closed
BOPW
924
Brandywine Oak Private Wealth
Pennsylvania
– -$250K -2,124 Closed
Financial Engines Advisors
925
Financial Engines Advisors
California
– -$230K -1,946 Closed
34 35 36
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