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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

776 hedge funds and large institutions have $5.6B invested in SPDR S&P Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 215 increasing their positions, 333 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
15.7%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.81%
New
56
Increased
215
Reduced
333
Closed
54
Calls
$11.4M
Puts
$10.6M
Net Calls
+$817K
Net Calls Change
-$3.93M

Top Buyers

1
CAAS
Capital Asset Advisory Services
Michigan
$26.9M
2
BCI
Brinker Capital Investments
Pennsylvania
$21.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$104M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$17.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$164M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$556M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$0
3
Goldman Sachs
Goldman Sachs
New York
$35.7M
4
HNB
Huntington National Bank
Ohio
$17M
5
Ameriprise
Ameriprise
Minnesota
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWMA
226
Market Street Wealth Management Advisors
Indiana
$1.84M -$140K -1,513 -7%
CIC
227
Carnegie Investment Counsel
Ohio
$1.83M -$332K -3,590 -15%
PJB
228
Paul John Balson
California
$1.82M -$176K -1,903 -9%
CAM
229
Cozad Asset Management
Illinois
$1.78M -$43.9K -475 -2%
SBWM
230
Sunflower Bank Wealth Management
Arizona
$1.77M -$445K -4,810 -20%
APSP
231
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.75M -$113K -1,221 -6%
KeyBank National Association
232
KeyBank National Association
Ohio
$1.74M +$48.5K +525 +3%
OAM
233
Occidental Asset Management
California
$1.74M -$27.4K -297 -2%
MWA
234
Meridian Wealth Advisors
Texas
$1.73M +$40.9K +443 +2%
PWM
235
PRW Wealth Management
Massachusetts
$1.7M +$18.5K +200 +1%
KOMWMG
236
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.68M -$171K -1,851 -9%
GSWM
237
Golden State Wealth Management
California
$1.68M +$83K +898 +5%
SMFG
238
Sumitomo Mitsui Financial Group
Japan
$1.67M -$228K -2,468 -12%
BSW
239
Buckingham Strategic Wealth
Missouri
$1.66M -$326K -3,533 -16%
DMC
240
Drexel Morgan & Co
Pennsylvania
$1.65M -$12.5K -135 -0.7%
PFP
241
Pinnacle Financial Partners
Tennessee
$1.61M -$568K -6,149 -26%
YWP
242
YorkBridge Wealth Partners
New York
$1.6M +$3.14K +34 +0.2%
CT
243
Coastline Trust
Rhode Island
$1.6M +$4.16K +45 +0.3%
LNWWM
244
Laird Norton Wetherby Wealth Management
California
$1.58M -$5.27K -57 -0.3%
DBIA
245
Dumont & Blake Investment Advisors
New Jersey
$1.58M +$33.2K +359 +2%
CAL
246
Capital Analysts LLC
Pennsylvania
$1.57M +$342K +3,700 +28%
BO
247
Bank OZK
Arkansas
$1.57M -$11.6K -125 -0.7%
PFO
248
Pathstone Family Office
New Jersey
$1.57M +$1.25M +13,530 +394%
SFPG
249
Stonebridge Financial Planning Group
Florida
$1.57M -$430K -4,422 -22%
BJL
250
Brighton Jones LLC
Washington
$1.53M +$54.7K +592 +4%
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