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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 %
RCAG
426
Rehmann Capital Advisory Group
Michigan
$560K -$8.87K -96 -2%
IC
427
Intersect Capital
California
$559K -$25.8K -279 -4%
AP
428
Appleton Partners
Massachusetts
$559K +$9.24K +100 +2%
CCM
429
Compton Capital Management
Rhode Island
$555K -$9.24K -100 -2%
FCFC
430
First Commonwealth Financial Corp
Pennsylvania
$554K – – –
JWBC
431
J.W. Burns & Co
New York
$551K -$925 -10 -0.2%
MWM
432
Mission Wealth Management
California
$541K +$71.5K +773 +15%
AMCA
433
Arthur M. Cohen & Associates
Illinois
$540K -$16.9K -183 -3%
Toronto Dominion Bank
434
Toronto Dominion Bank
Ontario, Canada
$538K – – –
KA
435
Kovack Advisors
Florida
$538K +$13.9K +150 +3%
IAN
436
Integrated Advisors Network
Texas
$536K -$38.9K -421 -7%
RWM
437
Ritholtz Wealth Management
New York
$534K -$4.34K -47 -0.8%
BC
438
Burleson & Co
California
$530K – – –
BFA
439
Beaumont Financial Advisors
Massachusetts
$517K – – –
BWM
440
BigSur Wealth Management
Florida
$517K – – –
PWAC
441
Private Wealth Advisors (California)
California
$517K +$13.8K +150 +3%
JWCA
442
J.W. Coons Advisors
Ohio
$507K +$507K +5,485 New
DI
443
Disciplined Investments
Oklahoma
$504K +$8.22K +89 +2%
GWS
444
Glassman Wealth Services
Virginia
$503K +$369 +4 +0.1%
BHTS
445
Bar Harbor Trust Services
Maine
$500K -$11.1K -120 -2%
MFG
446
Merit Financial Group
Georgia
$500K +$369 +4 +0.1%
TCA
447
Transcend Capital Advisors
New Jersey
$500K +$500K +5,413 New
FPGK
448
Financial Partners Group (Kansas)
Kansas
$492K -$76.3K -826 -13%
RIM
449
Rockbridge Investment Management
New York
$491K -$21.2K -230 -4%
UBG
450
United Bank (Georgia)
Georgia
$488K -$12.5K -135 -2%
16 17
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