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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

861 hedge funds and large institutions have $6.97B invested in SPDR S&P Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 278 increasing their positions, 282 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
+85
Holders Change %
+10.95%
% of All Funds
15.28%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
0.83%
New
139
Increased
278
Reduced
282
Closed
36
Calls
$8.01M
Puts
$8.8M
Net Calls
-$789K
Net Calls Change
-$1.61M

Top Buyers

1
SG Americas Securities
SG Americas Securities
New York
+$156M
2
TEE
Tibra Equities Europe
United Kingdom
+$156M
3
Ameriprise
Ameriprise
Minnesota
+$52M
4
ETC
Exchange Traded Concepts
Oklahoma
+$37M
5
KAS
Kestra Advisory Services
Texas
+$24.6M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
-$18.5M
2
HNB
Huntington National Bank
Ohio
-$17M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$14M
4
Osaic Holdings
Osaic Holdings
Arizona
-$11.9M
5
FA
FDx Advisors
Illinois
-$9.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
551
Harfst & Associates
Wyoming
$362K – – –
BDF
552
Balasa Dinverno & Foltz
$361K – – –
WCFA
553
Walkner Condon Financial Advisors
Wisconsin
$360K – – –
EW
554
Evoke Wealth
California
$359K – – –
CSIC
555
Clifford Swan Investment Counsel
California
$358K -$21.2K -200 -6%
CCT
556
Chemung Canal Trust
New York
$357K – – –
BFS
557
Bradley Foster & Sargent
Connecticut
$357K – – –
DFA
558
DHJJ Financial Advisors
Illinois
$356K +$356K +3,359 New
PWLP
559
Prio Wealth Limited Partnership
Massachusetts
$352K -$23.9K -225 -6%
GIA
560
Gladstone Institutional Advisory
Florida
$350K +$318 +3 +0.1%
WAS
561
Wealth Advisory Solutions
Indiana
$349K +$25.4K +240 +8%
ST
562
Smithfield Trust
Pennsylvania
$348K – – –
LIA
563
LBMC Investment Advisors
Tennessee
$348K +$54.3K +512 +18%
FAG
564
Financial Advisory Group
Texas
$343K – – –
UBV
565
United Bank (Virginia)
Virginia
$339K -$367K -3,465 -52%
NAM
566
NTV Asset Management
West Virginia
$339K – – –
SF
567
Summit Financial
New Jersey
$336K +$336K +3,174 New
GWAG
568
Garrett Wealth Advisory Group
Texas
$336K +$6.57K +62 +2%
CA
569
Calton & Associates
Florida
$333K -$73.3K -692 -18%
SFA
570
Sequoia Financial Advisors
Ohio
$333K +$26.7K +252 +9%
Bessemer Group
571
Bessemer Group
New Jersey
$331K -$191K -1,802 -37%
YIA
572
YHB Investment Advisors
Connecticut
$330K +$55.1K +519 +20%
AWA
573
Arkadios Wealth Advisors
Georgia
$328K +$286K +2,705 +683%
RCA
574
Resonant Capital Advisors
Wisconsin
$327K – – –
HTC
575
Haverford Trust Company
Pennsylvania
$327K +$212 +2 +0.1%
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23
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