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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 %
WP
801
WMS Partners
Maryland
– -$264K -2,893 Closed
AWE
802
Avidian Wealth Enterprises
Texas
– -$260K -2,847 Closed
SWMG
803
Signature Wealth Management Group
Georgia
– -$223K -2,448 Closed
WP
804
WealthSource Partners
California
– -$218K -2,388 Closed
Cerity Partners
805
Cerity Partners
New York
– -$217K -2,374 Closed
MW
806
Marcum Wealth
Ohio
– -$212K -2,328 Closed
SB
807
Sunflower Bank
Texas
– -$210K -2,313 Closed
TCBWMS
808
Texas Capital Bank Wealth Management Services
Texas
– -$205K -2,249 Closed
WWM
809
Windsor Wealth Management
Indiana
– -$204K -2,240 Closed
BMM
810
Berkshire Money Management
Massachusetts
– -$202K -2,220 Closed
BHB
811
Bank Hapoalim BM
Israel
– -$202K -2,214 Closed
RDWM
812
Red Door Wealth Management
Tennessee
– -$195K -2,139 Closed
EC
813
Estate Counselors
Wisconsin
– -$186K -2,050 Closed
CF
814
Centaurus Financial
California
– -$179K -1,964 Closed
BFIM
815
Beese Fulmer Investment Management
Ohio
– -$177K -1,936 Closed
EWP
816
Engrave Wealth Partners
Texas
– -$166K -1,828 Closed
ST
817
Sageworth Trust
Pennsylvania
– -$148K -1,625 Closed
BEAM
818
Baker Ellis Asset Management
Washington
– -$133K -1,460 Closed
SCA
819
Stonebridge Capital Advisors
Minnesota
– -$109K -1,193 Closed
OPS
820
Orion Portfolio Solutions
Nebraska
– -$71K -781 Closed
CWM
821
Campbell Wealth Management
Virginia
– -$61K -664 Closed
PA
822
Procyon Advisors
Connecticut
– -$57K -625 Closed
CG
823
Cutler Group
California
– -$45K -499 Closed
MWA
824
MFA Wealth Advisors
Pennsylvania
– -$34.4K -377 Closed
JPLA
825
Joseph P. Lucia & Associates
New York
– -$21K -225 Closed
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