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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$556M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$0
3
Goldman Sachs
Goldman Sachs
New York
$35.7M
4
HNB
Huntington National Bank
Ohio
$17M
5
Ameriprise
Ameriprise
Minnesota
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
126
First Hawaiian Bank
Hawaii
$4.83M – – –
Brown Advisory
127
Brown Advisory
Maryland
$4.82M -$23.7K -256 -0.5%
EH
128
Equitable Holdings
New York
$4.8M -$123K -1,332 -2%
TPW
129
TL Private Wealth
Texas
$4.78M -$39.8K -405 -0.8%
DAS
130
Dynamic Advisor Solutions
Arizona
$4.75M +$376K +4,074 +9%
WTC
131
WhitTier Trust Company
Nevada
$4.52M -$79.3K -858 -2%
LNB
132
Ledyard National Bank
$4.43M -$974K -10,538 -18%
MA
133
MONECO Advisors
Connecticut
$4.39M -$50.5K -547 -1%
BWFA
134
Baltimore-Washington Financial Advisors
Maryland
$4.34M -$38K -411 -0.9%
PWM
135
Peterson Wealth Management
Nevada
$4.22M +$1M +10,824 +31%
HCIA
136
Hochman Cole Investment Advisors
Illinois
$4.2M +$42.3K +458 +1%
PA
137
PSI Advisors
Florida
$4.16M -$365K -3,953 -8%
HB
138
Homrich & Berg
Georgia
$4.13M +$311K +3,364 +8%
AAMC
139
Asset Allocation & Management Company
Illinois
$4.05M -$141K -1,521 -3%
AWM
140
Aries Wealth Management
Maine
$4.05M – – –
HFRG
141
Houlihan Financial Resource Group
Virginia
$4.02M +$4.02M +38,903 New
AFG
142
Albion Financial Group
Utah
$4M -$39.2K -424 -1%
Deutsche Bank
143
Deutsche Bank
Germany
$3.91M -$4.06M -43,982 -51%
RPWA
144
Regent Peak Wealth Advisors
Georgia
$3.88M -$4.92M -53,259 -56%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$3.79M -$2.53M -27,405 -40%
FHA
146
First Horizon Advisors
Tennessee
$3.77M -$23.7K -256 -0.6%
AMM
147
American Money Management
California
$3.74M -$125K -1,356 -3%
Two Sigma Investments
148
Two Sigma Investments
New York
$3.73M +$3.73M +40,359 New
APW
149
Austin Private Wealth
Texas
$3.73M -$172K -1,858 -4%
GB
150
Gunma Bank
Japan
$3.71M +$3.71M +40,200 New
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