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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.

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
1
Capital Asset Advisory Services
Michigan
$26.9M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$21.2M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$104M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$17.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$164M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$556M
2
VLKIM
2
Van Lanschot Kempen Investment Management
Netherlands
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$35.7M
4
HNB
4
Huntington National Bank
Ohio
$17M
5
Ameriprise
5
Ameriprise
Minnesota
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
MGIA
26
Moneta Group Investment Advisors
Missouri
$35.6M 384,805 -1,544 -0.4%
UCFA
27
United Capital Financial Advisors
Texas
$35.5M 384,253 -5,206 -1%
FCH
28
Freestone Capital Holdings
Washington
$28.7M 310,154 -70,818 -19%
TPCW
29
TD Private Client Wealth
New York
$27.4M 296,607 -8,996 -3%
CAAS
30
Capital Asset Advisory Services
Michigan
$26.9M 291,125 +264,714 +1,002%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$26.2M 277,275 +10,930 +4%
BUB
32
BBVA USA Bancshares
Texas
$25.8M 280,941 -8,658 -3%
MCM
33
MAI Capital Management
Ohio
$24.1M 260,556 -2,294 -0.9%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$23.5M 254,675 +7,963 +3%
SC
35
Scotia Capital
Ontario, Canada
$22.8M 246,537 -2,203 -0.9%
ODG
36
O'Dell Group
Ohio
$22.4M 242,373 -9,909 -4%
BCI
37
Brinker Capital Investments
Pennsylvania
$21.2M 229,397 +229,397 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$21M 227,728 +715 +0.3%
HighTower Advisors
39
HighTower Advisors
Illinois
$20.6M 223,446 +323 +0.1%
GLLW
40
Graves Light Lenhart Wealth
Virginia
$20.4M 220,678 -429 -0.2%
BF
41
BOK Financial
Oklahoma
$20.2M 218,696 -1,677 -0.8%
KA
42
Klingman & Associates
New York
$19.9M 214,896 +2,003 +0.9%
KAS
43
Kestra Advisory Services
Texas
$19.5M 211,474 +211,474 New
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$17.9M 193,538 +181,474 +1,504%
CAN
45
Cetera Advisor Networks
California
$17.5M 189,511 +1,955 +1%
CA
46
Clearstead Advisors
Ohio
$17.1M 184,762 -24,733 -12%
HNB
47
Huntington National Bank
Ohio
– – – –
Baird Financial Group
48
Baird Financial Group
Wisconsin
$16.9M 183,312 -4,199 -2%
PMG
49
ProVise Management Group
Florida
$16.6M 179,575 -657 -0.4%
MSA
50
Marino Stram & Associates
Massachusetts
$16M 172,668 +292 +0.2%
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