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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 %
CFB
651
Cullen/Frost Bankers
Texas
$156K – – –
SNT
652
Security National Trust
West Virginia
$148K – – –
QT
653
Quantbot Technologies
New York
$147K +$147K +1,600 New
CIA
654
Choate Investment Advisors
Massachusetts
$142K -$87.1K -945 -38%
EDRH
655
Edmond de Rothschild Holding
Switzerland
$141K – – –
FFA
656
Founders Financial Alliance
North Carolina
$138K +$138K +1,479 New
PO
657
Private Ocean
California
$134K -$6.46K -70 -5%
PCG
658
Private Capital Group
Connecticut
$132K – – –
JWBC
659
John W. Brooker & Co
California
$124K +$16.9K +183 +16%
First Manhattan
660
First Manhattan
New York
$122K – – –
EWM
661
Elmwood Wealth Management
California
$120K – – –
CHC
662
City Holding Co
West Virginia
$119K – – –
VCM
663
Versant Capital Management
Arizona
$119K – – –
TFGT
664
TS Financial Group (TSFG)
Illinois
$119K – – –
SIAS
665
Shine Investment Advisory Services
Colorado
$114K -$4.71K -51 -4%
IRAG
666
Investment Research & Advisory Group
Georgia
$113K – – –
POIA
667
Pin Oak Investment Advisors
Texas
$112K -$44.4K -482 -28%
CWC
668
Carolinas Wealth Consulting
North Carolina
$111K -$9.13K -99 -8%
MRC
669
Millburn Ridgefield Corp
New York
$111K +$37.5K +407 +51%
HDIM
670
Hanson & Doremus Investment Management
Vermont
$108K – – –
BWM
671
BerganKDV Wealth Management
Minnesota
$103K – – –
CFD
672
Creative Financial Designs
Indiana
$102K -$111K -1,204 -52%
TWA
673
TCI Wealth Advisors
Arizona
$101K +$463 +5 +0.5%
PFBT
674
Parkside Financial Bank & Trust
Missouri
$97K -$7.08K -77 -7%
IWP
675
IAG Wealth Partners
Wisconsin
$97K +$1.2K +13 +1%
25 26
27
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