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 %
JCM
676
Jacobi Capital Management
Pennsylvania
$96K +$4.42K +48 +5%
RG
677
Retirement Group
California
$93K -$31K -336 -25%
CCA
678
Column Capital Advisors
Indiana
$92K – – –
TF
679
TimeScale Financial
Massachusetts
$91K +$9.75K +106 +12%
TIM
680
Tortoise Investment Management
New York
$89K -$38.5K -417 -30%
DAM
681
Delta Asset Management
Tennessee
$89K – – –
LWM
682
Liberty Wealth Management
California
$88K +$3.14K +34 +4%
FMTCOCP
683
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86K – – –
BA
684
Ballast Advisors
Minnesota
$86K – – –
AA
685
AlphaMark Advisors
Kentucky
$82K – – –
PFGIA
686
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$554 +6 +0.7%
BBHC
687
Brown Brothers Harriman & Co
New York
$72K – – –
LFG
688
LifePlan Financial Group
Ohio
$69K – – –
HIA
689
Harbor Investment Advisory
Maryland
$64K – – –
GC
690
Grace Capital
Massachusetts
$64K +$64K +694 New
JFGIW
691
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K – – –
FA
692
Financial Advantage
Maryland
$58K – – –
HB
693
Horizon Bancorp
Indiana
$57K -$50.7K -552 -47%
BCA
694
Bray Capital Advisors
Florida
$55K – – –
CFFP
695
Center for Financial Planning
Michigan
$54K +$6.9K +75 +15%
MWC
696
MBM Wealth Consultants
Missouri
$53K – – –
TCM
697
Tradewinds Capital Management
Washington
$52K – – –
NSB
698
Norway Savings Bank
Maine
$51K – – –
WPA
699
West Paces Advisors
Georgia
$50.8K – – –
PB
700
Pinnacle Bancorp
Nebraska
$48K – – –
26 27
28
29 30