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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 %
CPW
726
Catalyst Private Wealth
California
$28K +$28K +300 New
AIC
727
Archer Investment Corporation
Indiana
$26.8K -$4.81K -52 -15%
LWA
728
Lowe Wealth Advisors
Maryland
$26K -$208K -2,210 -89%
NSIM
729
North Star Investment Management
Illinois
$26K -$11.4K -125 -31%
PP
730
Pacifica Partners
Canada
$25K – – –
CB
731
CNB Bank
Pennsylvania
$24K – – –
PGAM
732
Princeton Global Asset Management
New Jersey
$24K +$279 +3 +1%
EFSCE
733
Enterprise Financial Services Corp (EFSC)
Missouri
$21K – – –
AP
734
Atwood & Palmer
Missouri
$18K – – –
JSC
735
Jackson Square Capital
California
$18K – – –
FRA
736
Front Row Advisors
California
$17K – – –
SFG
737
Sowa Financial Group
Rhode Island
$17K – – –
AA
738
Advisory Alpha
Michigan
$17K +$17K +177 New
CLOS
739
Compagnie Lombard Odier SCmA
Switzerland
$16K – – –
BWA
740
BDO Wealth Advisors
Florida
$15K -$29K -319 -66%
BWA
741
Burt Wealth Advisors
Maryland
$14K -$145K -1,600 -91%
PP
742
PrairieView Partners
Minnesota
$14K – – –
HGWM
743
Harvest Group Wealth Management
Massachusetts
$14K +$93 +1 +0.7%
BBL
744
Beck Bode LLC
Massachusetts
$14K +$14K +150 New
SMG
745
Spectrum Management Group
Indiana
$13K – – –
PFS
746
Prospera Financial Services
Texas
$12K -$1.54M -16,564 -99%
CFO
747
CVA Family Office
Colorado
$12K – – –
RFWA
748
RPg Family Wealth Advisory
Massachusetts
$11.6K – – –
PCA
749
Providence Capital Advisors
North Carolina
$11K -$287 -3 -3%
JHCP
750
Jackson Hole Capital Partners
Oklahoma
$11K – – –
28 29
30
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