SDY icon

SPDR S&P Dividend ETF

861 hedge funds and large institutions have $6.97B invested in SPDR S&P Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 278 increasing their positions, 282 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
+85
Holders Change %
+10.95%
% of All Funds
15.28%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.83%
New
139
Increased
278
Reduced
282
Closed
36
Calls
$8.01M
Puts
$8.8M
Net Calls
-$789K
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
351
McNaughton Wealth Management
California
$1.02M -$29.5K -278 -3%
PA
352
Parallel Advisors
California
$1.01M -$150K -1,412 -13%
AIP
353
Ameritas Investment Partners
Nebraska
$1.01M +$25.1K +237 +3%
MPM
354
Meritage Portfolio Management
Kansas
$1.01M +$128K +1,205 +14%
AWS
355
AJ Wealth Strategies
New York
$999K
TSWM
356
Triangle Securities Wealth Management
North Carolina
$993K -$12K -113 -1%
SS
357
Sunbelt Securities
Texas
$993K +$60.6K +572 +7%
SFSIG
358
San Francisco Sentry Investment Group
California
$988K +$54.2K +512 +6%
WP
359
WealthShield Partners
North Carolina
$987K +$978K +9,235 +10,865%
SA
360
SRH Advisors
Kansas
$982K
DY
361
Dowling & Yahnke
California
$975K +$78.8K +744 +9%
MCM
362
Magnolia Capital Management
New York
$970K
FFA
363
Freedman Financial Associates
Massachusetts
$963K +$963K +9,095 New
IF
364
Intrua Financial
Texas
$948K -$46.7K -441 -5%
VA
365
Valmark Advisers
Ohio
$948K -$8.47K -80 -0.9%
FHC
366
First Heartland Consultants
Missouri
$946K +$274K +2,582 +41%
HC
367
Hourglass Capital
Texas
$942K +$238K +2,250 +34%
NFC
368
Northeast Financial Consultants
Connecticut
$941K -$112K -1,058 -11%
PTC
369
Private Trust Company
Ohio
$938K +$112K +1,058 +14%
VWA
370
V Wealth Advisors
Kansas
$927K +$927K +8,748 New
CCG
371
Cypress Capital Group
Florida
$926K -$207K -1,950 -18%
IAIM
372
International Assets Investment Management
Florida
$923K +$183K +1,731 +25%
TA
373
TFG Advisers
Michigan
$909K +$11.3K +107 +1%
BTWM
374
Baker Tilly Wealth Management
Wisconsin
$905K +$905K +8,543 New
FDCDDQ
375
Federation des caisses Desjardins du Quebec
Quebec, Canada
$901K +$15.6K +147 +2%