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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.

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
1
LPL Financial
California
$270M
2
Morgan Stanley
2
Morgan Stanley
New York
$610M
3
MSA
3
Marino Stram & Associates
Massachusetts
$24M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$109M
5
KAS
5
Kestra Advisory Services
Texas
$40.6M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$13K
2
ETC
2
Exchange Traded Concepts
Oklahoma
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$190M
5
Ameriprise
5
Ameriprise
Minnesota
$291M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$9.62M 81,822 +7,955 +11%
HIM
102
Hanlon Investment Management
New Jersey
$9.47M 80,560 -527 -0.6%
State Street
103
State Street
Massachusetts
$9.36M 79,603 +835 +1%
Franklin Resources
104
Franklin Resources
California
$9.32M 79,241 +4,282 +6%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$9.19M 78,136 +5,214 +7%
DAS
106
Dynamic Advisor Solutions
Arizona
$9.09M 77,362 +6,097 +9%
CIBC World Market
107
CIBC World Market
Ontario, Canada
$8.93M 75,950 +2,087 +3%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$8.89M 75,616 -7,397 -9%
PGFC
109
Peapack-Gladstone Financial Corp
New Jersey
$8.81M 74,945 -321 -0.4%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$8.47M 72,015 +4,329 +6%
M&T Bank
111
M&T Bank
New York
$8.3M 70,629 -996 -1%
DWP
112
Destiny Wealth Partners
Florida
$8.3M 70,588 +77 +0.1%
CCP
113
Cardan Capital Partners
Colorado
$8.3M 70,592 +1,081 +2%
TFA
114
TPG Financial Advisors
Oregon
$7.92M 67,383 +9,185 +16%
William Blair & Company
115
William Blair & Company
Illinois
$7.89M 67,076 -2,283 -3%
1IA
116
1834 Investment Advisors
Wisconsin
$7.74M 65,861 +1,423 +2%
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.71M 65,611 -3,820 -6%
CC
118
Corsicana & Co
Texas
$7.7M 65,509 – –
SWP
119
Stratos Wealth Partners
Ohio
$7.69M 65,451 +146 +0.2%
US Bancorp
120
US Bancorp
Minnesota
$7.43M 63,205 -3,443 -5%
NCM
121
Neumann Capital Management
California
$7.42M 63,126 -690 -1%
RJT
122
Raymond James Trust
Florida
$7.41M 63,050 -125 -0.2%
Deutsche Bank
123
Deutsche Bank
Germany
$7.4M 62,939 -9,065 -13%
TA
124
Tiedemann Advisors
New York
$7.38M 62,774 -5,087 -7%
SI
125
Stephens Inc
Arkansas
$7.35M 62,524 -230 -0.4%
3 4
5
6 7