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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 %
CTC
176
Central Trust Company
Missouri
$3.93M -$59K -502 -1%
HCM
177
Hollencrest Capital Management
California
$3.91M -$14.7K -125 -0.4%
UBG
178
United Bank (Georgia)
Georgia
$3.88M +$3.17M +27,004 +453%
LNB
179
Ledyard National Bank
$3.77M -$245K -2,084 -6%
MBTD
180
Mechanics Bank - Trust Department
California
$3.76M -$36.2K -308 -1%
CAL
181
Capital Analysts LLC
Pennsylvania
$3.68M +$38.5K +328 +1%
BRWA
182
B. Riley Wealth Advisors
Florida
$3.61M +$179K +1,525 +5%
MWA
183
Meridian Wealth Advisors
Texas
$3.6M +$409K +3,476 +13%
EWA
184
EP Wealth Advisors
California
$3.57M +$1.12M +9,527 +46%
HSBC Holdings
185
HSBC Holdings
United Kingdom
$3.54M +$996K +1,200 +39%
CHA
186
Carmichael Hill & Associates
Maryland
$3.54M +$47.8K +407 +1%
NDSI
187
Newman Dignan & Sheerar Inc
Rhode Island
$3.47M -$249K -2,119 -7%
VWA
188
Visionary Wealth Advisors
Illinois
$3.42M -$217K -1,848 -6%
PWM
189
PRW Wealth Management
Massachusetts
$3.39M +$3.39M +28,865 New
HWA
190
Hillcrest Wealth Advisors
New Jersey
$3.39M +$350K +2,979 +12%
AC
191
Alexandria Capital
Virginia
$3.38M -$588 -5 -0%
MSAM
192
Moloney Securities Asset Management
Missouri
$3.34M +$35.5K +302 +1%
SBL
193
Sargent Bickham Lagudis
Colorado
$3.32M -$117K -999 -3%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$3.31M +$1.79M +15,193 +117%
CA
195
Cetera Advisors
Colorado
$3.29M +$657K +5,587 +25%
BFPW
196
BOK Financial Private Wealth
Colorado
$3.26M -$151K -1,286 -4%
CWM
197
Connecticut Wealth Management
Connecticut
$3.07M -$53.6K -456 -2%
FNBT
198
FineMark National Bank & Trust
Florida
$3.04M -$4.35K -37 -0.1%
Citigroup
199
Citigroup
New York
$3.01M -$6.81M -57,926 -69%
AMG
200
Asset Management Group
Connecticut
$2.99M -$50.8K -432 -2%
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