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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 %
SFG
576
SNS Financial Group
Minnesota
$326K -$21.2K -200 -6%
KF
577
Krilogy Financial
Missouri
$324K +$37.7K +355 +13%
OIA
578
Optimum Investment Advisors
Illinois
$320K +$2.44K +23 +0.8%
BCWM
579
Bartlett & Co Wealth Management
Ohio
$319K +$65.1K +615 +26%
KWMG
580
King Wealth Management Group
Florida
$319K – – –
BC
581
Bartlett & Co
Ohio
$319K +$65.1K +615 +26%
HIP
582
HUB Investment Partners
Texas
$318K +$318K +3,438 New
CDH
583
Charles D. Hyman
$316K +$2.01K +19 +0.6%
EWM
584
EPG Wealth Management
Georgia
$315K +$34.2K +323 +12%
VNA
585
Valley National Advisers
Pennsylvania
$314K +$1.38K +13 +0.4%
LWM
586
Laidlaw Wealth Management
New York
$313K +$313K +2,951 New
QCG
587
Quadrant Capital Group
Ohio
$310K +$14K +132 +5%
SAM
588
Summit Asset Management
Tennessee
$306K – – –
IIC
589
Integrated Investment Consultants
Michigan
$303K – – –
AWAP
590
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$301K +$301K +2,843 New
VFA
591
Valeo Financial Advisors
Indiana
$299K +$69.3K +654 +30%
RPG
592
Resource Planning Group
Georgia
$298K -$53K -500 -15%
FIM
593
Freedom Investment Management
Connecticut
$298K -$15K -142 -5%
WKWM
594
Walter & Keenan Wealth Management
Indiana
$297K -$74.2K -700 -20%
RSWM
595
Robertson Stephens Wealth Management
California
$297K -$26.5K -250 -8%
GC
596
Gratus Capital
Georgia
$297K +$297K +2,803 New
WT
597
Washington Trust
Rhode Island
$296K – – –
FWM
598
Frontier Wealth Management
Missouri
$295K – – –
WIA
599
World Investment Advisors
California
$293K -$73.4K -661 -20%
AWM
600
Avior Wealth Management
Nebraska
$292K -$43K -406 -13%
22 23
24
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