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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 %
BIAS
651
Beacon Investment Advisory Services
New Jersey
$239K +$239K +2,259 New
SDWIA
652
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$238K – – –
SIC
653
Salem Investment Counselors
North Carolina
$238K +$27.6K +260 +13%
BFC
654
Bedel Financial Consulting
Indiana
$235K +$951 +9 +0.4%
FFG
655
Ford Financial Group
California
$235K +$2.22K +21 +1%
SYBT
656
Stock Yards Bank & Trust
Kentucky
$234K -$15.4K -145 -6%
CCP
657
Corient Capital Partners
California
$234K – – –
BOPW
658
Brandywine Oak Private Wealth
Pennsylvania
$233K -$4.76K -45 -2%
KFI
659
Key Financial Inc
Pennsylvania
$233K -$1.38K -13 -0.6%
HWA
660
Heartwood Wealth Advisors
Virginia
$233K – – –
FB
661
Fulton Bank
Pennsylvania
$232K -$3.63K -35 -2%
BFG
662
Berger Financial Group
Minnesota
$232K +$232K +2,191 New
CSPIA
663
Cary Street Partners Investment Advisory
Virginia
$231K -$26.7K -252 -10%
BI
664
Ballast Inc
Kentucky
$231K – – –
LWA
665
LWS Wealth Advisors
New Jersey
$231K +$231K +2,176 New
GFPC
666
Global Financial Private Client
Florida
$228K – – –
SWMG
667
Signature Wealth Management Group
Georgia
$228K +$228K +2,148 New
RWM
668
Reston Wealth Management
Virginia
$225K +$225K +2,121 New
EFG
669
Everhart Financial Group
Ohio
$225K +$225K +2,130 New
BRWM
670
B. Riley Wealth Management
Tennessee
$224K -$280K -2,651 -56%
S
671
SignatureFD
Georgia
$224K +$1.06K +10 +0.5%
FI
672
FormulaFolio Investments
Michigan
$223K +$223K +2,101 New
SFP
673
Sterling Financial Planning
New Jersey
$223K +$223K +2,102 New
GI
674
Gradient Investments
Minnesota
$222K – – –
JWCA
675
J.W. Coons Advisors
Ohio
$221K -$360K -3,400 -62%
25 26
27
28 29