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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.

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
0.69%
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
1
LPL Financial
California
$270M
2
Morgan Stanley
2
Morgan Stanley
New York
$610M
3
WFM
3
Wolff Financial Management
Michigan
$22.2M
4
MSA
4
Marino Stram & Associates
Massachusetts
$24M
5
BF
5
BOK Financial
Oklahoma
$20.7M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$13K
2
ETC
2
Exchange Traded Concepts
Oklahoma
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$190M
5
Ameriprise
5
Ameriprise
Minnesota
$291M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$688M 5,852,821 -8,290 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$610M 5,186,123 +193,191 +4%
Ameriprise
3
Ameriprise
Minnesota
$291M 2,465,354 -114,232 -4%
RJA
4
Raymond James & Associates
Florida
$285M 2,428,300 -33,661 -1%
LPL Financial
5
LPL Financial
California
$270M 2,295,117 +403,831 +21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$233M 1,982,400 -22,091 -1%
JIC
7
Joel Isaacson & Co
New York
$230M 1,960,177 +66,351 +4%
UBS Group
8
UBS Group
Switzerland
$206M 1,748,652 -78,174 -4%
Wells Fargo
9
Wells Fargo
California
$197M 1,678,529 -2,750 -0.2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$190M 1,619,523 -213,478 -12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$176M 1,500,238 +104,730 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$134M 1,140,225 +17,849 +2%
Truist Financial
13
Truist Financial
North Carolina
$126M 1,068,484 +16,623 +2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$112M 952,747 +18,234 +2%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$109M 929,083 +144,488 +18%
1SB
16
1ST Source Bank
Indiana
$100M 854,745 +40,292 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$93.1M 792,229 +17,633 +2%
DWM
18
Destination Wealth Management
California
$92.7M 788,731 +6,084 +0.8%
Osaic Holdings
19
Osaic Holdings
Arizona
$91.7M 778,747 -69,567 -8%
V
20
Veritable
Delaware
$82.4M 700,797 +15,317 +2%
CIA
21
Capital Investment Advisors
Georgia
$70.1M 596,111 -11,776 -2%
HighTower Advisors
22
HighTower Advisors
Illinois
$62.3M 529,963 +23,572 +5%
MML Investors Services
23
MML Investors Services
Massachusetts
$57.3M 487,385 +14,370 +3%
Creative Planning
24
Creative Planning
Kansas
$55.1M 469,027 -3,046 -0.6%
LW
25
Linscomb Wealth
Texas
$46.4M 394,648 -3,695 -0.9%
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