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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 %
CCM
401
Canal Capital Management
Virginia
$640K -$1.1M -11,915 -63%
RG
402
Rikoon Group
New Mexico
$638K -$146K -1,578 -19%
HWA
403
HHM Wealth Advisors
Tennessee
$637K – – –
AP
404
Adero Partners
California
$635K – – –
BWM
405
Benchmark Wealth Management
Connecticut
$621K – – –
PA
406
Pinnacle Associates
New York
$621K +$185 +2 +0%
UBV
407
United Bank (Virginia)
Virginia
$616K -$1.51M -16,340 -71%
HC
408
Hourglass Capital
Texas
$614K -$57.3K -620 -9%
CFMC
409
Curbstone Financial Management Corp
New Hampshire
$605K -$9.24K -100 -2%
CA
410
Cambridge Advisors
Nebraska
$603K – – –
FMBTD
411
First Midwest Bank Trust Division
Illinois
$600K – – –
SWA
412
Stratos Wealth Advisors
Ohio
$594K -$34.8K -376 -6%
HPC
413
HM Payson & Co
Maine
$592K +$523K +5,659 +755%
CCM
414
Coldstream Capital Management
Washington
$591K +$2.96K +32 +0.5%
NFG
415
Nadler Financial Group
Illinois
$590K +$31.3K +339 +6%
SBH
416
Segall Bryant & Hamill
Illinois
$588K +$85.6K +927 +17%
FHC
417
First Heartland Consultants
Missouri
$586K +$8.77K +95 +2%
CWM
418
Calamos Wealth Management
Illinois
$583K – – –
MC
419
Moors & Cabot
Massachusetts
$577K -$66.7K -720 -10%
QCM
420
Quest Capital Management
Texas
$571K +$69.7K +754 +14%
ASN
421
Advisory Services Network
Georgia
$568K +$8.59K +93 +2%
SAM
422
Strategy Asset Managers
California
$567K +$16.4K +177 +3%
GRP
423
Global Retirement Partners
California
$567K +$43.3K +468 +8%
BFO
424
Boston Family Office
Massachusetts
$564K -$47.1K -510 -8%
IFG
425
Investors Financial Group
Minnesota
$562K -$9.25K -100 -2%
15 16
17
18 19