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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 %
AWM
551
Avior Wealth Management
Nebraska
$292K -$30.3K -328 -9%
BOS
552
Bingham Osborn & Scarborough
California
$288K – – –
GWAG
553
Garrett Wealth Advisory Group
Texas
$287K +$4.89K +53 +2%
WOSD
554
WFA of San Diego
California
$286K – – –
HTC
555
Haverford Trust Company
Pennsylvania
$285K -$9.25K -100 -3%
RCA
556
Resonant Capital Advisors
Wisconsin
$285K -$7.85K -85 -3%
WPW
557
Waldron Private Wealth
Pennsylvania
$285K – – –
WAS
558
Wealth Advisory Solutions
Indiana
$283K +$48.5K +525 +21%
RSWM
559
Robertson Stephens Wealth Management
California
$282K +$65.9K +714 +31%
KWMG
560
King Wealth Management Group
Florida
$279K – – –
PCA
561
Personal Capital Advisors
California
$279K +$279K +3,020 New
FFA
562
First Foundation Advisors
California
$277K – – –
TH
563
TCTC Holdings
Texas
$277K – – –
OIA
564
Optimum Investment Advisors
Illinois
$277K +$1.76K +19 +0.6%
PAS
565
Partnervest Advisory Services
California
$275K -$42.3K -458 -13%
CDH
566
Charles D. Hyman
$274K +$1.29K +14 +0.5%
VNA
567
Valley National Advisers
Pennsylvania
$273K -$45.3K -490 -14%
FIM
568
Freedom Investment Management
Connecticut
$273K +$47.7K +516 +21%
SFA
569
Sequoia Financial Advisors
Ohio
$267K -$9.6K -104 -3%
SAM
570
Summit Asset Management
Tennessee
$267K – – –
IIC
571
Integrated Investment Consultants
Michigan
$264K -$44.8K -485 -14%
B
572
Bailard
California
$262K – – –
WT
573
Washington Trust
Rhode Island
$259K +$109K +1,175 +73%
MWM
574
Merriman Wealth Management
Washington
$259K +$259K +2,807 New
QCG
575
Quadrant Capital Group
Ohio
$258K +$12.2K +132 +5%
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