SDY icon

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
+$24.5M
2
BCI
Brinker Capital Investments
Pennsylvania
+$21.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.6M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$16.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$45.4M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$21.1M
3
Goldman Sachs
Goldman Sachs
New York
-$18.3M
4
HNB
Huntington National Bank
Ohio
-$17.8M
5
Ameriprise
Ameriprise
Minnesota
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
326
Compass Ion Advisors
Pennsylvania
$981K -$264K -2,855 -21%
AA
327
Ancora Advisors
Ohio
$981K -$14.4K -156 -1%
HWM
328
Howard Wealth Management
Connecticut
$974K -$38.8K -420 -4%
IF
329
Intrua Financial
Texas
$973K -$3.44M -33,154 -78%
NFG
330
Next Financial Group
Texas
$973K -$200K -2,163 -17%
AF
331
Advisornet Financial
Minnesota
$971K -$84.6K -916 -8%
AWA
332
Acorn Wealth Advisors
Michigan
$971K +$277 +3 +0%
TRCT
333
Tower Research Capital (TRC)
New York
$952K -$2.13M -23,035 -69%
AWM
334
Atticus Wealth Management
Florida
$952K -$27.9K -302 -3%
PSF
335
Pacific Sun Financial
California
$939K -$12K -130 -1%
OMC
336
Old Mission Capital
Illinois
$931K -$1.25M -13,584 -57%
CBN
337
Cadence Bank NA
Texas
$926K -$398K -4,304 -30%
MA
338
MUFG Americas
New York
$924K -$64.7K -700 -7%
NFC
339
Northeast Financial Consultants
Connecticut
$919K +$5.92K +64 +0.6%
MWM
340
McNaughton Wealth Management
California
$913K +$85.1K +921 +10%
MPCG
341
Matrix Private Capital Group
New York
$906K – – –
WA
342
Wealth Advisors
California
$882K – – –
Jane Street
343
Jane Street
New York
$880K -$3.13M -33,921 -78%
TSWM
344
Triangle Securities Wealth Management
North Carolina
$876K -$60K -649 -6%
MAWCM
345
Mine & Arao Wealth Creation & Management
California
$874K +$290K +3,135 +50%
AWS
346
AJ Wealth Strategies
New York
$871K – – –
STA
347
Summit Trail Advisors
New York
$868K -$30.4K -300 -3%
NWP
348
Northstar Wealth Partners
Connecticut
$863K -$37.4K -405 -4%
AIP
349
Ameritas Investment Partners
Nebraska
$858K -$232K -2,516 -21%
SA
350
SRH Advisors
Kansas
$857K – – –
12 13
14
15 16