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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 %
FWM
576
Frontier Wealth Management
Missouri
$257K +$4.15K +45 +2%
LIA
577
LBMC Investment Advisors
Tennessee
$256K +$256K +2,772 New
BAM
578
Blueshift Asset Management
New Jersey
$251K -$201K -2,178 -44%
AIA
579
Avalon Investment & Advisory
Texas
$251K -$8.97K -97 -3%
MCP
580
Martin Capital Partners
Oregon
$249K -$11.5K -124 -4%
KF
581
Krilogy Financial
Missouri
$249K – – –
SW
582
StrongBox Wealth
Missouri
$247K +$2.31K +25 +0.9%
IFAM
583
Institutional & Family Asset Management
Colorado
$246K +$462 +5 +0.2%
GTAM
584
Global Trust Asset Management
Florida
$246K +$168K +1,820 +217%
FHC
585
First Horizon Corporation
Tennessee
$246K +$246K +2,667 New
EWM
586
EPG Wealth Management
Georgia
$245K -$56K -606 -19%
ATC
587
Adirondack Trust Company
New York
$245K – – –
WMG
588
WESCAP Management Group
California
$245K – – –
MCA
589
Magnolia Capital Advisors
Mississippi
$244K – – –
B
590
Bridgeworth
Alabama
$241K +$1.11K +12 +0.5%
YIA
591
YHB Investment Advisors
Connecticut
$240K +$240K +2,592 New
PP
592
Patten & Patten
Tennessee
$239K – – –
SWA
593
SFMG Wealth Advisors
Texas
$238K +$1.75K +19 +0.7%
PPP
594
Private Portfolio Partners
New Jersey
$236K +$236K +2,555 New
IFWM
595
Institute for Wealth Management
Colorado
$236K -$34.4K -372 -13%
EWM
596
Empirical Wealth Management
Washington
$233K -$7.4K -80 -3%
MPW
597
Monterey Private Wealth
California
$233K +$233K +2,520 New
HA
598
HC Advisors
Georgia
$232K – – –
PWP
599
Principle Wealth Partners
Connecticut
$230K – – –
SWM
600
SVA Wealth Management
Wisconsin
$226K – – –
22 23
24
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