We are live on ! Find out more
SDY icon

State Street SPDR S&P Dividend ETF

783 hedge funds and large institutions have $5.61B invested in State Street SPDR S&P Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 209 increasing their positions, 347 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $3.22M

8% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 63

4% more capital invested

Capital invested by funds: $5.39B → $5.61B (+$221M)

0% less funds holding

Funds holding: 786783 (-3)

1.25% less ownership

Funds ownership: 38.18%36.93% (-1.2%)

20% less funds holding in top 10

Funds holding in top 10: 5645 (-11)

40% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 347

Holders
783
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
16.05%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.92%
New
68
Increased
209
Reduced
347
Closed
63
Calls
$7.96M
Puts
$3.22M
Net Calls
+$4.75M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$35.5M -$516K -5,875 -1%
MGIA
27
Moneta Group Investment Advisors
Missouri
$35.2M -$18.8M -213,926 -36%
TPCW
28
TD Private Client Wealth
New York
$27.9M -$4.11M -46,723 -13%
BUB
29
BBVA USA Bancshares
Texas
$26.4M -$8.01M -91,113 -24%
MCM
30
MAI Capital Management
Ohio
$24M -$1.05M -11,906 -4%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$23.5M +$2.15M +24,475 +10%
ODG
32
O'Dell Group
Ohio
$23M +$2.9M +32,956 +15%
SC
33
Scotia Capital
Ontario, Canada
$22.8M -$878K -9,994 -4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$22.5M -$1.06M -12,010 -5%
VLKIM
35
Van Lanschot Kempen Investment Management
Netherlands
$21.1M -$30.5M -346,800 -60%
BC
36
Brinker Capital
Pennsylvania
$20.8M +$610K +6,945 +3%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$20.7M -$116K -1,321 -0.6%
HighTower Advisors
38
HighTower Advisors
Illinois
$20.3M +$1.4M +15,974 +8%
GLLW
39
Graves Light Lenhart Wealth
Virginia
$20.2M +$462K +5,254 +2%
BF
40
BOK Financial
Oklahoma
$20.1M -$559K -6,362 -3%
KA
41
Klingman & Associates
New York
$19.4M -$635K -7,223 -3%
CA
42
Clearstead Advisors
Ohio
$19.1M -$523K -5,947 -3%
William Blair & Company
43
William Blair & Company
Illinois
$18.7M -$3.37M -38,323 -16%
HNB
44
Huntington National Bank
Ohio
$17.8M
CAN
45
Cetera Advisor Networks
California
$17.1M +$264K +3,005 +2%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$17.1M -$5.77M -65,610 -26%
PMG
47
ProVise Management Group
Florida
$16.4M -$214K -2,440 -1%
SA
48
Silversage Advisors
California
$16.3M -$613K -6,973 -4%
MSA
49
Marino Stram & Associates
Massachusetts
$15.8M -$441K -5,020 -3%
JGIA
50
Jackson Grant Investment Advisers
Connecticut
$15.5M -$170K -1,931 -1%