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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 %
UR
476
USCA RIA
Texas
$417K -$685K -7,409 -62%
SWM
477
Southern Wealth Management
Texas
$417K +$67.2K +727 +19%
SIC
478
Shoker Investment Counsel
Ohio
$410K -$20.3K -220 -5%
HCM
479
Hengehold Capital Management
Ohio
$410K +$4.62K +50 +1%
SBSB
480
Sullivan, Bruyette, Speros & Blaney
Virginia
$409K +$39.8K +430 +11%
CCFCSB
481
Cape Cod Five Cents Savings Bank
Massachusetts
$407K – – –
GT
482
Glenmede Trust
Pennsylvania
$405K -$9.23K -100 -2%
AWA
483
Arete Wealth Advisors
Illinois
$403K -$268K -2,863 -40%
HH
484
Hilltop Holdings
Texas
$402K +$42.4K +459 +12%
AIM
485
Acropolis Investment Management
Missouri
$399K – – –
SFP
486
Strategic Financial Partners
Oregon
$398K -$58.6K -633 -13%
JIR
487
James Investment Research
Ohio
$397K -$1.14M -12,364 -74%
SWM
488
SeaCrest Wealth Management
New York
$397K -$117K -1,266 -23%
ADL
489
Asset Dedication LLC
California
$395K -$191K -2,058 -33%
SC
490
Savant Capital
Illinois
$394K -$19.2K -208 -5%
MWP
491
MYCIO Wealth Partners
Pennsylvania
$386K +$2.96K +32 +0.8%
EWA
492
Exencial Wealth Advisors
Oklahoma
$384K -$45.1K -489 -11%
TFS
493
Thoroughbred Financial Services
Tennessee
$383K -$31.6K -342 -8%
WCM
494
WealthBridge Capital Management
Ohio
$382K +$18.5K +200 +5%
WI
495
WBI Investments
New Jersey
$381K +$381K +4,120 New
RIA
496
Realta Investment Advisors
Delaware
$380K +$38.5K +417 +11%
DI
497
DFPG Investments
Utah
$374K -$7K -73 -2%
CW
498
CreativeOne Wealth
Kansas
$374K +$7.95K +86 +2%
GI
499
GAMCO Investors
Connecticut
$373K – – –
RWA
500
River Wealth Advisors
Pennsylvania
$373K – – –
18 19
20
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