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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 %
GL
301
Graypoint LLC
New York
$1.12M +$26.7K +289 +2%
SCA
302
Snowden Capital Advisors
New York
$1.12M +$92.4K +1,000 +9%
FWCM
303
Ferguson Wellman Capital Management
Oregon
$1.11M -$136K -1,468 -11%
Lido Advisors
304
Lido Advisors
California
$1.11M -$313K -3,388 -22%
PAM
305
Palisade Asset Management
Minnesota
$1.1M -$73.9K -800 -6%
PWW
306
Pettyjohn Wood & White
Virginia
$1.1M +$387K +4,190 +54%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$1.09M +$57.4K +621 +6%
LWS
308
Lucia Wealth Services
California
$1.08M -$110K -1,187 -9%
ANTB
309
AMG National Trust Bank
Colorado
$1.08M -$80.9K -875 -7%
PAM
310
Peak Asset Management
Colorado
$1.07M +$23.1K +250 +2%
Comerica Bank
311
Comerica Bank
Texas
$1.06M – – –
EPWM
312
Essex Private Wealth Management
Massachusetts
$1.05M -$294K -3,183 -22%
CIAS
313
CBIZ Investment Advisory Services
Ohio
$1.03M -$1.02M – –
FA
314
FCG Advisors
New Jersey
$1.03M -$62.2K -673 -6%
HGWM
315
Horst & Graben Wealth Management
Oregon
$1.03M -$65.4K -708 -6%
SPA
316
Sentinel Pension Advisors
Massachusetts
$1.03M -$14.4K -156 -1%
CL
317
Choreo LLC
Illinois
$1.02M -$59.8K -647 -6%
BFG
318
Bouchey Financial Group
New York
$1.02M – – –
RVPG
319
Relative Value Partners Group
$1.02M – – –
PA
320
Parallel Advisors
California
$1.01M -$150K -1,624 -13%
CCA
321
Conservest Capital Advisors
Pennsylvania
$989K +$3.51K +38 +0.4%
BAS
322
Brown Advisory Securities
Maryland
$988K -$172K -1,862 -15%
CCG
323
Cypress Capital Group
Florida
$987K -$9.24K -100 -0.9%
ACM
324
Ategra Capital Management
Virginia
$983K +$176K +1,909 +22%
ACM
325
Anfield Capital Management
California
$982K -$5.08K -55 -0.5%
11 12
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