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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 %
MP
676
McDonald Partners
Ohio
$221K +$221K +2,083 New
PWG
677
Private Wealth Group
Florida
$221K +$221K +2,083 New
WP
678
WealthSource Partners
California
$221K +$221K +2,088 New
BA
679
Bristlecone Advisors
Washington
$220K -$20.6K -194 -9%
GG
680
Gofen & Glossberg
Illinois
$220K +$220K +2,078 New
ACM
681
Allred Capital Management
Texas
$220K +$220K +2,084 New
HIMC
682
Heritage Investors Management Corp
Maryland
$219K +$219K +2,072 New
EC
683
Estate Counselors
Wisconsin
$217K +$217K +2,050 New
GI
684
GAMCO Investors
Connecticut
$216K -$212K -2,000 -50%
BP
685
Ballentine Partners
Massachusetts
$215K +$215K +2,027 New
SIA
686
SeaBridge Investment Advisors
New Jersey
$213K – – –
PWM
687
Provident Wealth Management
Tennessee
$213K +$6.35K +60 +3%
AA
688
Apriem Advisors
California
$212K +$212K +1,999 New
VWM
689
Venturi Wealth Management
Texas
$212K +$212K +2,000 New
GC
690
Grimes & Company
Massachusetts
$212K +$212K +2,006 New
BC
691
Burney Company
Virginia
$211K +$211K +1,992 New
RWP
692
RWA Wealth Partners
Massachusetts
$210K +$210K +1,983 New
PIMG
693
Patriot Investment Management Group
Tennessee
$207K -$745K -7,050 -78%
EDRH
694
Edmond de Rothschild Holding
Switzerland
$207K +$44.6K +420 +27%
SW
695
StrongBox Wealth
Missouri
$205K -$77.8K -735 -28%
BFIM
696
Beese Fulmer Investment Management
Ohio
$205K +$205K +1,937 New
BFA
697
Beacon Financial Advisory
Ohio
$205K +$205K +1,941 New
EWM
698
Empirical Wealth Management
Washington
$204K -$63.6K -599 -24%
GCP
699
Gill Capital Partners
Colorado
$204K +$204K +1,932 New
KIG
700
Kowal Investment Group
Wisconsin
$203K +$203K +1,852 New
26 27
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