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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 %
PMFA
376
Plante Moran Financial Advisors
Michigan
$736K +$185 +2 +0%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$734K – – –
DCM
378
Donaldson Capital Management
Indiana
$730K -$189K -2,042 -21%
LIM
379
Loudon Investment Management
New Hampshire
$726K +$30K +325 +4%
FWP
380
FAS Wealth Partners
Kansas
$723K +$49.4K +535 +7%
PTC
381
Private Trust Company
Ohio
$720K +$14.4K +156 +2%
PSUF
382
People's United Financial
Connecticut
$714K -$36.4K -394 -5%
PIM
383
Penobscot Investment Management
Massachusetts
$705K -$53.3K -577 -7%
EIP
384
Ellis Investment Partners
Pennsylvania
$700K +$6.46K +70 +0.9%
RMCM
385
Reynders McVeigh Capital Management
Massachusetts
$692K -$9.24K -100 -1%
GEA
386
Glen Eagle Advisors
New Jersey
$678K +$832 +9 +0.1%
BHWM
387
Bar Harbor Wealth Management
New Hampshire
$677K -$50.8K -550 -7%
AllianceBernstein
388
AllianceBernstein
Tennessee
$673K +$739 +8 +0.1%
BFEC
389
Benjamin F. Edwards & Company
Missouri
$672K -$48.3K -523 -7%
AW
390
ACG Wealth
Georgia
$672K -$10.4K -113 -2%
IA
391
IFP Advisors
Florida
$670K -$412K -4,494 -38%
AL
392
Aspiriant LLC
California
$668K +$18.8K +203 +3%
PBO
393
Peoples Bank (Ohio)
Ohio
$666K -$967K -10,462 -59%
RFC
394
Regions Financial Corp
Alabama
$664K -$28.9K -313 -4%
SFG
395
SevenBridge Financial Group
Pennsylvania
$659K -$3.88K -42 -0.6%
CDIA
396
Capital Directions Investment Advisors
Georgia
$657K – – –
DADC
397
D.A. Davidson & Co
Montana
$656K -$578K -6,258 -47%
MMPW
398
Mitchell McLeod Pugh & Williams
Alabama
$654K -$2.5K -27 -0.4%
IWA
399
Intercontinental Wealth Advisors
Texas
$650K +$4.89K +53 +0.8%
IAIM
400
International Assets Investment Management
Florida
$646K +$2.87K +31 +0.4%
14 15
16
17 18