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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.

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
1
Capital Asset Advisory Services
Michigan
$26.9M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$21.2M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$104M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$17.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$164M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$556M
2
VLKIM
2
Van Lanschot Kempen Investment Management
Netherlands
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$35.7M
4
HNB
4
Huntington National Bank
Ohio
$17M
5
Ameriprise
5
Ameriprise
Minnesota
$218M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
101
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.52M 70,538 -1,873 -3%
1IA
102
1834 Investment Advisors
Wisconsin
$6.43M 69,545 -1,117 -2%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$6.35M 68,762 -614 -0.9%
TA
104
Tiedemann Advisors
New York
$6.31M 68,278 +866 +1%
US Bancorp
105
US Bancorp
Minnesota
$6.21M 67,192 -1,677 -2%
TFA
106
TPG Financial Advisors
Oregon
$6.06M 65,616 -4,107 -6%
NCM
107
Neumann Capital Management
California
$5.85M 63,266 -200 -0.3%
BFPW
108
BOK Financial Private Wealth
Colorado
$5.82M 62,998 -29,151 -32%
MAFM
109
Mid Atlantic Financial Management
Pennsylvania
$5.77M 56,722 -571 -1%
SA
110
Silversage Advisors
California
$5.74M 62,095 -88,433 -59%
1832 Asset Management
111
1832 Asset Management
Ontario, Canada
$5.6M 60,559 +360 +0.6%
TFS
112
TrustCore Financial Services
Tennessee
$5.55M 60,101 -5,830 -9%
ABC
113
Associated Banc-Corp
Wisconsin
$5.48M 59,346 -11,548 -16%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$5.42M 58,698 -3,839 -6%
GWM
115
Geneos Wealth Management
Colorado
$5.39M 59,119 -23,461 -28%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$5.32M 57,562 +16,111 +39%
SDAM
117
Shulman DeMeo Asset Management
New York
$5.28M 57,083 +1,155 +2%
WAM
118
Wealthspire Advisors (Maryland)
Maryland
$5.28M 57,087 +47,589 +501%
FHA
119
Flagship Harbor Advisors
Massachusetts
$5.26M 56,952 +1,368 +2%
CCP
120
Cardan Capital Partners
Colorado
$5.12M 55,389 -5,120 -8%
MIAN
121
Mariner Independent Advisor Network
Kansas
$5.06M 54,726 +47 +0.1%
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$4.98M 54,033 +32,796 +154%
WANY
123
Wealthspire Advisors (New York)
New York
$4.96M 53,622 +8,952 +20%
CA
124
Cornerstone Advisory
Maryland
$4.94M 53,506 -9,535 -15%
WT
125
Whittier Trust
California
$4.88M 52,802 -6,987 -12%
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5
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