SDY icon

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 %
BP
601
Broadleaf Partners
Ohio
$226K – – –
SWM
602
SVA Wealth Management
Wisconsin
$226K – – –
MA
603
MCF Advisors
Kentucky
$225K – – –
PAMG
604
Patton Albertson Miller Group
Tennessee
$225K +$17.1K +185 +8%
CSPIA
605
Cary Street Partners Investment Advisory
Virginia
$225K +$225K +2,431 New
GAG
606
GM Advisory Group
New York
$223K +$1.57K +17 +0.7%
BCP
607
Blue Chip Partners
Michigan
$223K +$1.66K +18 +0.8%
EGA
608
Eagle Global Advisors
Texas
$222K – – –
CFG
609
Citizens Financial Group
Rhode Island
$222K – – –
BC
610
Bartlett & Co
Ohio
$222K – – –
HCM
611
Hall Capital Management
Rhode Island
$222K – – –
GI
612
Gradient Investments
Minnesota
$222K +$58.5K +633 +36%
BCWM
613
Bartlett & Co Wealth Management
Ohio
$222K – – –
FB
614
Fulton Bank
Pennsylvania
$219K +$219K +2,270 New
TWM
615
Titus Wealth Management
California
$218K -$45.3K -489 -17%
SFS
616
Sowell Financial Services
Arkansas
$218K -$22.4K -242 -9%
SYBT
617
Stock Yards Bank & Trust
Kentucky
$217K +$217K +2,351 New
BONST
618
Bank of Nova Scotia Trust
Ontario, Canada
$216K -$185 -2 -0.1%
TCWM
619
Total Clarity Wealth Management
Illinois
$216K +$216K +2,335 New
BMM
620
Buffington Mohr McNeal
Idaho
$215K – – –
CG
621
Corundum Group
Colorado
$214K +$214K +2,313 New
RCA
622
Ranch Capital Advisors
Florida
$212K -$4.43K -48 -2%
HSA
623
HBK Sorce Advisory
Pennsylvania
$211K -$7.77K -84 -4%
PL
624
Plancorp LLC
Missouri
$211K +$1.2K +13 +0.6%
BA
625
Bristlecone Advisors
Washington
$210K +$556 +6 +0.3%
23 24
25
26 27