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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 %
FHA
126
Flagship Harbor Advisors
Massachusetts
$7.3M – – –
AWG
127
Altus Wealth Group
Colorado
$7.03M -$699K -5,943 -9%
MAFM
128
Mid Atlantic Financial Management
Pennsylvania
$6.98M -$29.6K -252 -0.4%
CA
129
Cornerstone Advisory
Maryland
$6.96M +$222K +1,887 +3%
GT
130
Greenleaf Trust
Michigan
$6.67M +$1.59M +13,486 +31%
MIAN
131
Mariner Independent Advisor Network
Kansas
$6.66M +$588K +5,001 +10%
FHB
132
First Hawaiian Bank
Hawaii
$6.57M – – –
HB
133
Homrich & Berg
Georgia
$6.42M +$15.4K +131 +0.2%
TFS
134
TrustCore Financial Services
Tennessee
$6.33M -$117K -993 -2%
Mirae Asset Global Investments
135
Mirae Asset Global Investments
South Korea
$6.07M -$1.06M -9,020 -15%
EH
136
Equitable Holdings
New York
$5.96M -$494K -4,205 -8%
WT
137
Whittier Trust
California
$5.96M -$116K -990 -2%
VWM
138
Valley Wealth Managers
New Jersey
$5.89M +$8.46K +72 +0.1%
ABC
139
Associated Banc-Corp
Wisconsin
$5.76M -$542K -4,611 -9%
TPW
140
TL Private Wealth
Texas
$5.74M -$101K -819 -2%
PWM
141
Peterson Wealth Management
Nevada
$5.74M +$185K +1,573 +3%
HF
142
HRT Financial
New York
$5.73M +$2.28M +19,409 +66%
MA
143
MONECO Advisors
Connecticut
$5.71M +$75.3K +641 +1%
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$5.7M -$626K -5,322 -10%
FAIM
145
Financial Advocates Investment Management
Washington
$5.66M -$110K -934 -2%
ACI
146
Alpha Cubed Investments
California
$5.65M -$3.11M -26,494 -36%
AMM
147
American Money Management
California
$5.64M +$84.5K +719 +2%
AAS
148
Avantax Advisory Services
Texas
$5.58M +$187K +1,591 +3%
FA
149
FDx Advisors
Illinois
$5.58M -$239K -2,030 -4%
BWFA
150
Baltimore-Washington Financial Advisors
Maryland
$5.51M +$119K +1,011 +2%
4 5
6
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