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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 %
OC
151
Oppenheimer & Co
New York
$5.48M -$88.2K -750 -2%
FHA
152
First Horizon Advisors
Tennessee
$5.48M +$434K +3,693 +9%
UTC
153
Unified Trust Company
Kentucky
$5.46M -$180K -1,535 -3%
NL
154
NWAM LLC
Washington
$5.36M +$483K +4,109 +10%
WTC
155
WhitTier Trust Company
Nevada
$5.28M -$23.5K -200 -0.4%
AWM
156
Aries Wealth Management
Maine
$5.16M +$24.5K +208 +0.5%
SMFG
157
Sumitomo Mitsui Financial Group
Japan
$5.12M +$772K +6,569 +18%
AFG
158
Albion Financial Group
Utah
$4.96M +$7.76K +66 +0.2%
RPWA
159
Regent Peak Wealth Advisors
Georgia
$4.95M +$1.41K +12 +0%
GL
160
Graypoint LLC
New York
$4.89M +$577K +4,908 +13%
DC
161
Derby & Company
Massachusetts
$4.87M +$190K +1,616 +4%
EFS
162
Essex Financial Services
Connecticut
$4.82M +$1.78M +15,113 +58%
PWA
163
Providence Wealth Advisors
Illinois
$4.8M -$83.4K -705 -2%
AF
164
Allworth Financial
California
$4.8M +$4.53M +38,507 +1,686%
PD
165
Planning Directions
Pennsylvania
$4.71M +$60.9K +518 +1%
IWC
166
Integrated Wealth Concepts
Massachusetts
$4.69M -$79.9K -680 -2%
PWW
167
Pettyjohn Wood & White
Virginia
$4.64M -$2.82K -24 -0.1%
CWM
168
Cornerstone Wealth Management
Missouri
$4.56M +$277K +2,357 +6%
SFWC
169
Strategic Family Wealth Counselors
New Jersey
$4.53M +$317K +2,697 +8%
MWP
170
MYCIO Wealth Partners
Pennsylvania
$4.45M +$767K +6,522 +21%
HCIA
171
Hochman Cole Investment Advisors
Illinois
$4.38M -$46.2K -393 -1%
AP
172
Americana Partners
Texas
$4.35M +$395K +3,361 +10%
FCM
173
Firestone Capital Management
Florida
$4.17M – – –
FWM
174
FSA Wealth Management
Massachusetts
$4.04M -$28.8K -245 -0.7%
LF
175
LifeSteps Financial
California
$4.02M -$78.1K -664 -2%
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