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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 %
UWPG
526
Ullmann Wealth Partners Group
Florida
$327K – – –
SMC
527
Smith, Moore & Co
Missouri
$326K +$10.9K +118 +3%
WKWM
528
Walter & Keenan Wealth Management
Indiana
$324K +$17.8K +192 +6%
WF
529
WoodTrust Financial
Wisconsin
$323K – – –
NL
530
NVWM LLC
Pennsylvania
$322K – – –
AF
531
Apexium Financial
Texas
$316K -$68.4K -739 -18%
HA
532
Harfst & Associates
Wyoming
$316K -$28.1K -305 -8%
EVM
533
Eaton Vance Management
Massachusetts
$316K -$22.8K -247 -7%
BDF
534
Balasa Dinverno & Foltz
$315K – – –
WCFA
535
Walkner Condon Financial Advisors
Wisconsin
$314K +$314K +3,400 New
EW
536
Evoke Wealth
California
$313K – – –
LWA
537
Lenox Wealth Advisors
New York
$312K +$63.4K +686 +25%
BFS
538
Bradley Foster & Sargent
Connecticut
$312K +$312K +3,374 New
CCT
539
Chemung Canal Trust
New York
$311K – – –
FANJ
540
Financial Architects (New Jersey)
New Jersey
$310K – – –
AAS
541
Annex Advisory Services
Wisconsin
$306K +$5.54K +60 +2%
RPG
542
Resource Planning Group
Georgia
$306K +$306K +3,313 New
TSS
543
Two Sigma Securities
New York
$305K -$435K -4,707 -59%
WIA
544
World Investment Advisors
California
$305K -$10.1K -109 -3%
GIA
545
Gladstone Institutional Advisory
Florida
$305K +$21.5K +233 +8%
ST
546
Smithfield Trust
Pennsylvania
$304K – – –
SFG
547
SNS Financial Group
Minnesota
$303K – – –
EP
548
Edgestream Partners
New Jersey
$301K +$301K +3,260 New
FAG
549
Financial Advisory Group
Texas
$299K -$9.23K -100 -3%
NAM
550
NTV Asset Management
West Virginia
$296K – – –
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