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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 %
GIA
451
Guyasuta Investment Advisors
Pennsylvania
$486K – – –
SCM
452
Smith Capital Management
Arkansas
$483K -$254K -2,754 -34%
NCM
453
Noesis Capital Mangement
Florida
$480K -$6.93K -75 -1%
CS
454
Credit Suisse
Switzerland
$477K – – –
ACI
455
Alpha Cubed Investments
California
$464K -$144K -1,558 -24%
CC
456
Claybrook Capital
Massachusetts
$462K – – –
FNT
457
First National Trust
Pennsylvania
$458K -$67.6K -732 -13%
DZ Bank
458
DZ Bank
Germany
$456K – – –
Bessemer Group
459
Bessemer Group
New Jersey
$455K +$170K +1,845 +60%
CAN
460
Claraphi Advisory Network
United States
$452K +$222K +2,399 +96%
WEC
461
Winslow Evans & Crocker
Massachusetts
$449K +$4.9K +53 +1%
BRWM
462
B. Riley Wealth Management
Tennessee
$441K +$441K +4,769 New
CIAS
463
Capital Investment Advisory Services
North Carolina
$436K -$73.4K -794 -14%
SHWM
464
Smith & Howard Wealth Management
Georgia
$436K +$12.2K +132 +3%
AWM
465
AE Wealth Management
Kansas
$435K -$222K -2,410 -34%
CS
466
Comerica Securities
Michigan
$435K +$22.5K +243 +5%
FWIA
467
Fort Washington Investment Advisors
Ohio
$434K – – –
SAM
468
Sawgrass Asset Management
Florida
$432K – – –
OIA
469
OneDigital Investment Advisors
Kansas
$431K -$765K -8,273 -64%
RPC
470
Rossmore Private Capital
Connecticut
$430K -$95.6K -1,035 -18%
TAM
471
Tocqueville Asset Management
New York
$429K -$229K -2,475 -35%
SAM
472
Sequent Asset Management
Texas
$427K – – –
HFP
473
Holistic Financial Partners
Indiana
$427K – – –
APWA
474
Atlas Private Wealth Advisors
New Jersey
$423K -$17.1K -185 -4%
FCA
475
FLC Capital Advisors
California
$420K – – –
17 18
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