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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 %
HFA
701
Hoover Financial Advisors
Pennsylvania
$46K – – –
AW
702
Avion Wealth
Texas
$46K – – –
WB
703
Webster Bank
Connecticut
$46K – – –
BFO
704
Biltmore Family Office
North Carolina
$45K – – –
MSFP
705
Mark Sheptoff Financial Planning
Connecticut
$44K – – –
LFG
706
Larson Financial Group
Missouri
$44K – – –
TI
707
tru Independence
Oregon
$44K +$44K +471 New
BW
708
Bison Wealth
Georgia
$43K +$92 +1 +0.2%
TF
709
Tompkins Financial
New York
$42K – – –
AIM
710
Arcadia Investment Management
Michigan
$42K – – –
PG
711
Proffitt & Goodson
Tennessee
$39K – – –
AWA
712
Arkadios Wealth Advisors
Georgia
$38.6K +$97 +1 +0.3%
KPCM
713
Kings Point Capital Management
New York
$38K – – –
SFSG
714
Stearns Financial Services Group
North Carolina
$35K +$35K +384 New
GAM
715
Gemmer Asset Management
California
$34K -$1.38K -15 -4%
PAI
716
Pittenger & Anderson Inc
Nebraska
$32K – – –
BCM
717
Bourgeon Capital Management
Connecticut
$32K – – –
PFWA
718
Paces Ferry Wealth Advisors
Georgia
$32K +$32K +346 New
NIC
719
Northwest Investment Counselors
Oregon
$32K +$32K +350 New
HI
720
Hudock Inc
Pennsylvania
$30K +$181 +2 +0.6%
NFSG
721
Newbridge Financial Services Group
Florida
$30K +$30K +320 New
HFA
722
HC Financial Advisors
California
$29K – – –
JWA
723
JFS Wealth Advisors
Pennsylvania
$28K – – –
OC
724
Oakworth Capital
Alabama
$28K – – –
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$28K +$18.7K +200 +200%
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