SDY icon

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 %
NEAM
201
New England Asset Management
Connecticut
$2.98M +$2.98M +25,339 New
BI
202
Berkeley Inc
Idaho
$2.94M -$85.1K -724 -3%
SW
203
SVB Wealth
Massachusetts
$2.93M -$112K -950 -4%
SWM
204
Spire Wealth Management
Virginia
$2.92M -$10.6K -84 -0.4%
NA
205
NewEdge Advisors
Louisiana
$2.9M -$1.21M -10,296 -29%
TNB
206
Thomasville National Bank
Georgia
$2.89M -$9.17K -78 -0.3%
BPA
207
Beacon Pointe Advisors
California
$2.84M -$64.7K -550 -2%
WF
208
Welch & Forbes
Massachusetts
$2.84M -$3.53K -30 -0.1%
DBIA
209
Dumont & Blake Investment Advisors
New Jersey
$2.83M +$165K +1,407 +6%
SQA
210
Simon Quick Advisors
New Jersey
$2.82M -$147K -1,253 -5%
JIC
211
Johnson Investment Counsel
Ohio
$2.81M +$1.25M +10,610 +80%
SAS
212
Sanford Advisory Services
Michigan
$2.81M +$25.2K +214 +0.9%
PPA
213
Parametric Portfolio Associates
Washington
$2.69M -$101K -858 -4%
CAGAS
214
Capital Advisory Group Advisory Services
Minnesota
$2.62M -$64.6K -550 -2%
BAM
215
Bruderman Asset Management
New York
$2.61M +$2.61M +22,242 New
NEGWA
216
New England Guild Wealth Advisors
Connecticut
$2.59M -$3.17K -27 -0.1%
CT
217
Coastline Trust
Rhode Island
$2.59M -$31.8K -270 -1%
PWP
218
Principle Wealth Partners
Connecticut
$2.58M – – –
NRI
219
NFP Retirement Inc
California
$2.54M +$198K +1,684 +8%
PP
220
PDS Planning
Ohio
$2.53M -$141K -1,202 -5%
SAI
221
Systematic Alpha Investments
New Jersey
$2.53M – – –
SPC
222
Sigma Planning Corp
Michigan
$2.51M +$23.6K +201 +0.9%
PBT
223
Pictet Bank & Trust
Bahamas
$2.51M +$15.3K +130 +0.6%
ATC
224
Argent Trust Co
Tennessee
$2.5M – – –
MA
225
Montag & Associates
Georgia
$2.49M +$30.1K +256 +1%
7 8
9
10 11