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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 %
SSB
501
Sandy Spring Bank
Maryland
$371K -$40.7K -440 -10%
TCPWM
502
Traverso Chambers Private Wealth Management
California
$371K – – –
MCCP
503
Mission Creek Capital Partners
California
$371K +$369 +4 +0.1%
ARMC
504
American Research & Management Company
Massachusetts
$368K +$333K +3,600 +947%
SG
505
StoneX Group
New York
$366K -$57.5K -622 -14%
OAM
506
Oak Asset Management
California
$364K -$19.5K -200 -5%
FAB
507
First American Bank
Illinois
$363K +$13.1K +142 +4%
CAI
508
Capital Advisors Inc
Oklahoma
$362K – – –
ECM
509
Evergreen Capital Management
Washington
$358K +$40.2K +435 +13%
CB
510
Commerce Bank
Missouri
$354K – – –
CA
511
Calton & Associates
Florida
$354K +$13.6K +147 +4%
WSTAM
512
Wilbanks Smith & Thomas Asset Management
Virginia
$352K -$71.7K -776 -17%
MAA
513
Matrix Asset Advisors
New York
$352K – – –
VFM
514
Vivid Financial Management
California
$352K – – –
GLA
515
Good Life Advisors
Pennsylvania
$350K -$114K -1,234 -25%
CAM
516
Covenant Asset Management
New Jersey
$349K -$27.7K -300 -7%
FNC
517
First National Corp
Massachusetts
$339K -$1.65K -471 -0.5%
CL
518
CPWM LLC
Washington
$338K -$9.33K -101 -3%
PCIA
519
Prime Capital Investment Advisors
Kansas
$336K +$21.2K +229 +7%
SC
520
Sepio Capital
Utah
$333K – – –
FFBTD
521
First Financial Bank - Trust Division
Ohio
$333K +$333K +3,600 New
CSIC
522
Clifford Swan Investment Counsel
California
$331K – – –
MWM
523
Modera Wealth Management
New Jersey
$331K +$93 +1 +0%
PWLP
524
Prio Wealth Limited Partnership
Massachusetts
$328K – – –
CFA
525
Carroll Financial Associates
North Carolina
$328K +$646 +7 +0.2%
19 20
21
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