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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 %
SPP
626
Single Point Partners
Massachusetts
$210K +$210K +2,268 New
HCM
627
Howland Capital Management
Massachusetts
$209K – – –
BO
628
BRR OpCo
Ohio
$209K +$1.2K +13 +0.6%
SDWIA
629
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$208K – – –
BOPW
630
Brandywine Oak Private Wealth
Pennsylvania
$207K -$1.47K -16 -0.7%
BFC
631
Bedel Financial Consulting
Indiana
$205K +$648 +7 +0.3%
HWA
632
Heartwood Wealth Advisors
Virginia
$204K -$61K -659 -23%
CCP
633
Corient Capital Partners
California
$204K -$21.9K -237 -10%
KFI
634
Key Financial Inc
Pennsylvania
$204K +$204K +2,208 New
FFG
635
Ford Financial Group
California
$203K +$203K +2,200 New
BI
636
Ballast Inc
Kentucky
$201K +$201K +2,186 New
VFA
637
Valeo Financial Advisors
Indiana
$200K – – –
GFPC
638
Global Financial Private Client
Florida
$199K -$2.31K -25 -1%
S
639
SignatureFD
Georgia
$194K -$76.1K -824 -28%
APWM
640
Atlas Private Wealth Management
New York
$190K -$2.04K -22 -1%
SIA
641
SeaBridge Investment Advisors
New Jersey
$186K -$9.25K -100 -5%
SIC
642
Salem Investment Counselors
North Carolina
$183K – – –
KCM
643
Kathmere Capital Management
Pennsylvania
$183K +$183K +1,979 New
PWM
644
Provident Wealth Management
Tennessee
$181K +$96.2K +1,039 +114%
EP
645
Eudaimonia Partners
Tennessee
$176K +$1.3K +14 +0.7%
HR
646
Howe & Rusling
New York
$172K +$462 +5 +0.3%
RE
647
RBC Europe
United Kingdom
$169K -$40.7K -440 -19%
TAM
648
Townsend Asset Management
North Carolina
$162K +$1.02K +11 +0.6%
AF
649
Allworth Financial
California
$160K +$926 +10 +0.6%
WCAMG
650
Woodard & Company Asset Management Group
North Carolina
$158K – – –
24 25
26
27 28