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.

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
1
AssetMark Inc
California
$83.1M
2
KIM
2
Karpus Investment Management
New York
$30.1M
3
HNB
3
Huntington National Bank
Ohio
$22.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$26.3M
5
BU
5
BBVA USA
Alabama
$18.3M

Top Sellers

1
GWM
1
Geneos Wealth Management
Colorado
$2.36M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$171M
3
MSA
3
Marino Stram & Associates
Massachusetts
$2.2M
4
AIC
4
Ameritas Investment Company
Nebraska
$12.1M
5
Ameriprise
5
Ameriprise
Minnesota
$320M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$717M 5,861,111 +26,958 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$611M 4,992,932 +131,844 +3%
Ameriprise
3
Ameriprise
Minnesota
$320M 2,579,586 -119,244 -4%
RJA
4
Raymond James & Associates
Florida
$301M 2,461,961 +50,970 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$245M 2,004,491 -28,412 -1%
JIC
6
Joel Isaacson & Co
New York
$232M 1,893,826 +50,495 +3%
LPL Financial
7
LPL Financial
California
$231M 1,891,286 +116,430 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$224M 1,833,001 +114,847 +7%
UBS Group
9
UBS Group
Switzerland
$223M 1,826,826 -73,441 -4%
Wells Fargo
10
Wells Fargo
California
$206M 1,681,279 +9,462 +0.6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$171M 1,395,508 -199,824 -13%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$137M 1,122,376 +43,734 +4%
Truist Financial
13
Truist Financial
North Carolina
$129M 1,051,861 -5,700 -0.5%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$114M 934,513 +14,338 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$104M 848,314 +87,527 +12%
1SB
16
1ST Source Bank
Indiana
$99.6M 814,453 +35,038 +4%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$95.9M 784,595 +66,681 +9%
DWM
18
Destination Wealth Management
California
$95.7M 782,647 -31,199 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$94.7M 774,596 +9,490 +1%
V
20
Veritable
Delaware
$83.8M 685,480 +6,770 +1%
AssetMark Inc
21
AssetMark Inc
California
$83.1M 679,816 +679,708 +629,359%
CIA
22
Capital Investment Advisors
Georgia
$74.3M 607,887 -1,668 -0.3%
HighTower Advisors
23
HighTower Advisors
Illinois
$61.9M 506,391 +17,887 +4%
MML Investors Services
24
MML Investors Services
Massachusetts
$57.8M 473,015 +34,229 +8%
Creative Planning
25
Creative Planning
Kansas
$57.7M 472,073 -16,450 -3%
1
2 3 4 5