SDY icon

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 %
SFWC
176
Strategic Family Wealth Counselors
New Jersey
$4.38M -$83K -679 -2%
SMG
177
Smart Money Group
Texas
$4.36M +$2.7M +29,556 +162%
NA
178
NewEdge Advisors
Louisiana
$4.27M -$216K -1,766 -5%
LF
179
LifeSteps Financial
California
$4.26M +$161K +1,314 +4%
FWM
180
FSA Wealth Management
Massachusetts
$4.23M -$225K -1,837 -5%
LNB
181
Ledyard National Bank
$4.18M -$251K -2,055 -6%
FCM
182
Firestone Capital Management
Florida
$4.17M -$47.7K -390 -1%
CTC
183
Central Trust Company
Missouri
$4.15M -$367 -3 -0%
HCM
184
Hollencrest Capital Management
California
$4.08M -$97.8K -800 -2%
MBTD
185
Mechanics Bank - Trust Department
California
$3.95M -$41K -335 -1%
NDSI
186
Newman Dignan & Sheerar Inc
Rhode Island
$3.87M -$32.5K -266 -0.8%
MWP
187
MYCIO Wealth Partners
Pennsylvania
$3.83M +$1.72M +14,064 +81%
AP
188
Americana Partners
Texas
$3.79M +$910K +8,077 +32%
VWA
189
Visionary Wealth Advisors
Illinois
$3.79M +$349K +2,856 +10%
CAL
190
Capital Analysts LLC
Pennsylvania
$3.79M +$115K +942 +3%
Barclays
191
Barclays
United Kingdom
$3.69M -$23.1K -189 -0.6%
CHA
192
Carmichael Hill & Associates
Maryland
$3.63M +$68.5K +560 +2%
HF
193
HRT Financial
New York
$3.58M -$3.9M -31,923 -52%
SBL
194
Sargent Bickham Lagudis
Colorado
$3.58M +$22.7K +186 +0.6%
BRWA
195
B. Riley Wealth Advisors
Florida
$3.57M +$173K +1,412 +5%
BFPW
196
BOK Financial Private Wealth
Colorado
$3.55M -$458K -3,749 -11%
CI
197
Conning Inc
Connecticut
$3.54M – – –
NNP
198
Nachman Norwood & Parrott
South Carolina
$3.54M +$75.1K +614 +2%
AC
199
Alexandria Capital
Virginia
$3.52M -$143K -1,168 -4%
MSAM
200
Moloney Securities Asset Management
Missouri
$3.44M +$114K +934 +3%
6 7
8
9 10