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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

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

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
+$156M
2
TEE
Tibra Equities Europe
United Kingdom
+$156M
3
Ameriprise
Ameriprise
Minnesota
+$52M
4
ETC
Exchange Traded Concepts
Oklahoma
+$37M
5
KAS
Kestra Advisory Services
Texas
+$24.6M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$18.5M
2
HNB
Huntington National Bank
Ohio
-$17M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$14M
4
Osaic Holdings
Osaic Holdings
Arizona
-$11.9M
5
FA
FDx Advisors
Illinois
-$9.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLWA
451
San Luis Wealth Advisors
California
$633K +$633K +5,975 New
LSPW
452
Lake Street Private Wealth
Illinois
$626K +$626K +5,911 New
FPGK
453
Financial Partners Group (Kansas)
Kansas
$625K +$46.3K +426 +8%
KAH
454
Kathryn A. Hall
$622K -$1.1M -10,358 -64%
QCM
455
Quest Capital Management
Texas
$616K -$37.7K -356 -6%
Toronto Dominion Bank
456
Toronto Dominion Bank
Ontario, Canada
$613K – – –
TCA
457
Transcend Capital Advisors
New Jersey
$604K +$30.4K +287 +5%
DT
458
Diversified Trust
Tennessee
$599K -$374K -3,530 -38%
CCM
459
Canal Capital Management
Virginia
$594K -$140K -1,320 -19%
BWM
460
BigSur Wealth Management
Florida
$594K – – –
RIM
461
Rockbridge Investment Management
New York
$591K +$27.3K +258 +5%
WS
462
Wedbush Securities
California
$590K +$590K +5,569 New
EP
463
Edgestream Partners
New Jersey
$586K +$241K +2,273 +70%
BC
464
Burleson & Co
California
$583K – – –
HCM
465
Hengehold Capital Management
Ohio
$581K +$111K +1,044 +24%
RWM
466
Ritholtz Wealth Management
New York
$579K -$32.8K -310 -5%
AA
467
Ashford Advisors
New York
$579K +$579K +5,465 New
GWS
468
Glassman Wealth Services
Virginia
$577K +$318 +3 +0.1%
IAN
469
Integrated Advisors Network
Texas
$571K -$43.9K -414 -7%
AAMC
470
Asset Allocation & Management Company
Illinois
$567K -$4.08M -38,480 -88%
DI
471
Disciplined Investments
Oklahoma
$566K -$12.1K -114 -2%
UBG
472
United Bank (Georgia)
Georgia
$563K +$4.13K +39 +0.7%
GIA
473
Guyasuta Investment Advisors
Pennsylvania
$557K – – –
MWM
474
Mission Wealth Management
California
$551K -$68.6K -648 -11%
NCM
475
Noesis Capital Mangement
Florida
$551K – – –
17 18
19
20 21