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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 %
MWA
201
Meridian Wealth Advisors
Texas
$3.32M +$403K +3,295 +14%
CWM
202
Connecticut Wealth Management
Connecticut
$3.25M +$3.25M +26,588 New
PFS
203
Prospera Financial Services
Texas
$3.24M +$476K +3,888 +17%
JWCA
204
J.W. Cole Advisors
Florida
$3.18M +$475K +3,881 +18%
SW
205
SVB Wealth
Massachusetts
$3.17M +$97.6K +798 +3%
FNBT
206
FineMark National Bank & Trust
Florida
$3.16M -$23.8K -195 -0.7%
HWA
207
Hillcrest Wealth Advisors
New Jersey
$3.16M -$36.7K -300 -1%
AMG
208
Asset Management Group
Connecticut
$3.16M +$19.4K +159 +0.6%
BI
209
Berkeley Inc
Idaho
$3.15M -$57.5K -470 -2%
GB
210
Gunma Bank
Japan
$3.12M +$868K +7,100 +39%
SQA
211
Simon Quick Advisors
New Jersey
$3.09M -$309K -2,530 -9%
NL
212
NEPC LLC
Massachusetts
$3.06M +$3.06M +25,000 New
EFS
213
Essex Financial Services
Connecticut
$3.05M – – –
BPA
214
Beacon Pointe Advisors
California
$3.02M -$23.8K -195 -0.8%
TNB
215
Thomasville National Bank
Georgia
$3.01M +$1.4M +11,477 +87%
WF
216
Welch & Forbes
Massachusetts
$2.95M -$25.9K -212 -0.9%
PPA
217
Parametric Portfolio Associates
Washington
$2.91M +$1.24M +10,144 +74%
HI
218
Harbour Investments
Wisconsin
$2.9M +$75.6K +618 +3%
SAS
219
Sanford Advisory Services
Michigan
$2.89M +$23K +188 +0.8%
SWM
220
Spire Wealth Management
Virginia
$2.84M +$22.7K +186 +0.8%
CAGAS
221
Capital Advisory Group Advisory Services
Minnesota
$2.79M +$142K +1,158 +5%
PP
222
PDS Planning
Ohio
$2.78M -$13.7K -112 -0.5%
DBIA
223
Dumont & Blake Investment Advisors
New Jersey
$2.77M +$229K +1,874 +9%
PA
224
PSI Advisors
Florida
$2.77M -$225K -1,844 -8%
CA
225
Cetera Advisors
Colorado
$2.73M +$53K +433 +2%
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