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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 %
LFF
601
Level Four Financial
Texas
$289K +$289K +2,729 New
OGF
602
Orin Green Financial
California
$288K +$288K +2,719 New
FFA
603
First Foundation Advisors
California
$283K -$33.9K -320 -11%
IFAM
604
Institutional & Family Asset Management
Colorado
$283K +$636 +6 +0.2%
B
605
Bailard
California
$282K -$18.5K -175 -6%
TI
606
Truepoint Inc
Ohio
$282K +$282K +2,661 New
WMG
607
WESCAP Management Group
California
$281K – – –
MSFS
608
Main Street Financial Solutions
Pennsylvania
$281K +$281K +2,654 New
CPIG
609
Chicago Partners Investment Group
Illinois
$280K +$280K +2,582 New
ATC
610
Adirondack Trust Company
New York
$279K – – –
CPWA
611
Cerro Pacific Wealth Advisors
California
$279K +$279K +2,638 New
MCA
612
Magnolia Capital Advisors
Mississippi
$277K -$2.86K -27 -1%
TCWM
613
Total Clarity Wealth Management
Illinois
$277K +$29.8K +281 +12%
MCP
614
Martin Capital Partners
Oregon
$275K -$9.95K -94 -3%
MIM
615
MTM Investment Management
South Carolina
$275K +$275K +2,594 New
PP
616
Patten & Patten
Tennessee
$274K – – –
PAMG
617
Patton Albertson Miller Group
Tennessee
$274K +$2.56K +23 +0.9%
PPP
618
Private Portfolio Partners
New Jersey
$271K +$424 +4 +0.2%
IFWM
619
Institute for Wealth Management
Colorado
$270K – – –
SCA
620
Stonebridge Capital Advisors
Minnesota
$268K +$268K +2,530 New
FHC
621
First Horizon Corporation
Tennessee
$267K -$14.8K -140 -5%
MPW
622
Monterey Private Wealth
California
$267K +$529 +5 +0.2%
BIM
623
Baldwin Investment Management
Pennsylvania
$267K +$267K +2,525 New
HA
624
HC Advisors
Georgia
$266K – – –
TWP
625
Treybourne Wealth Planners
Indiana
$264K +$264K +2,495 New
23 24
25
26 27