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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
$296M
4
ETC
Exchange Traded Concepts
Oklahoma
$37M
5
KAS
Kestra Advisory Services
Texas
$46.8M

Top Sellers

1
BCI
Brinker Capital Investments
Pennsylvania
$5.81M
2
HNB
Huntington National Bank
Ohio
$18.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$6.49M
4
Osaic Holdings
Osaic Holdings
Arizona
$76.8M
5
FA
FDx Advisors
Illinois
$4.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
801
Lowe Wealth Advisors
Maryland
$29K – – –
PP
802
Pacifica Partners
Canada
$28K – – –
PGAM
803
Princeton Global Asset Management
New Jersey
$28K +$215 +2 +0.8%
CB
804
CNB Bank
Pennsylvania
$27K – – –
EFSCE
805
Enterprise Financial Services Corp (EFSC)
Missouri
$25K – – –
PWPS
806
Pinnacle Wealth Planning Services
Ohio
$25K +$25K +233 New
Lazard Asset Management
807
Lazard Asset Management
New York
$22K +$22K +214 New
TI
808
tru Independence
Oregon
$21.4K +$21.4K +417,322 +88,603%
AP
809
Atwood & Palmer
Missouri
$21K – – –
SFG
810
Sowa Financial Group
Rhode Island
$19K – – –
CLOS
811
Compagnie Lombard Odier SCmA
Switzerland
$19K – – –
AWM
812
AllSquare Wealth Management
New York
$19K +$19K +175 New
WWM
813
Wagner Wealth Management
South Carolina
$19K +$19K +180 New
TAM
814
Tucker Asset Management
Colorado
$18.1K +$18.1K +171 New
FRA
815
Front Row Advisors
California
$17K – – –
PP
816
PrairieView Partners
Minnesota
$16K – – –
BWA
817
Burt Wealth Advisors
Maryland
$16K – – –
SMG
818
Spectrum Management Group
Indiana
$15K – – –
SPWG
819
Sage Private Wealth Group
Illinois
$15K +$15K +139 New
SWM
820
Selective Wealth Management
Virginia
$14K +$14K +131 New
BSSFA
821
Baron Silver Stevens Financial Advisors
Florida
$14K +$14K +134 New
RFWA
822
RPg Family Wealth Advisory
Massachusetts
$13.2K – – –
JHCP
823
Jackson Hole Capital Partners
Oklahoma
$13K – – –
CFO
824
CVA Family Office
Colorado
$13K – – –
IA
825
Inspire Advisors
Idaho
$13K +$13K +120 New
31 32
33
34 35