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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
+$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 %
DT
351
Diversified Trust
Tennessee
$848K -$2.03K -22 -0.2%
MCM
352
Magnolia Capital Management
New York
$846K – – –
AGA
353
Arkos Global Advisors
Texas
$838K -$78.7K -852 -9%
WCG
354
Weaver Consulting Group
California
$838K -$61.9K -670 -7%
VA
355
Valmark Advisers
Ohio
$834K -$34.2K -370 -4%
PIMG
356
Patriot Investment Management Group
Tennessee
$832K -$169K -1,826 -17%
WB
357
West Bancorporation
Iowa
$826K -$68.9K -745 -8%
PCMC
358
Private Capital Management (Colorado)
Colorado
$826K -$6.19K -67 -0.7%
SFSIG
359
San Francisco Sentry Investment Group
California
$815K -$3.88K -42 -0.5%
SS
360
Sunbelt Securities
Texas
$813K +$13.8K +149 +2%
MFW
361
Meristem Family Wealth
Minnesota
$794K -$52.3K -566 -6%
MC
362
Mathes Company
New York
$785K – – –
RWB
363
RMR Wealth Builders
New Jersey
$784K +$784K +8,483 New
TA
364
TFG Advisers
Michigan
$783K -$15.5K -168 -2%
DY
365
Dowling & Yahnke
California
$781K +$1.39K +15 +0.2%
LA
366
LexAurum Advisors
Kansas
$778K -$214K -2,313 -22%
AG
367
Aperio Group
California
$777K – – –
ACP
368
Aveo Capital Partners
Colorado
$775K +$775K +8,392 New
FDCDDQ
369
Federation des caisses Desjardins du Quebec
Quebec, Canada
$772K -$1.2K -13 -0.2%
MPM
370
Meritage Portfolio Management
Kansas
$769K -$1.35M -14,586 -64%
IFO
371
Independent Family Office
New York
$763K – – –
SSWG
372
Seven Springs Wealth Group
Tennessee
$757K – – –
FPS
373
Fieldpoint Private Securities
Connecticut
$755K – – –
KL
374
KWMG LLC
Kansas
$740K -$57.4K -621 -7%
FTS
375
Fifth Third Securities
Ohio
$737K -$71.6K -776 -9%
13 14
15
16 17