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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
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 Holding Trade Value Shares
Change 		Shares
Change %
VWM
151
Valley Wealth Managers
New Jersey
$3.68M +$6.19K +67 +0.2%
PWA
152
Providence Wealth Advisors
Illinois
$3.62M -$885K -9,583 -20%
FWM
153
FSA Wealth Management
Massachusetts
$3.62M +$29.7K +321 +0.8%
LF
154
LifeSteps Financial
California
$3.6M -$137K -1,486 -4%
HF
155
HRT Financial
New York
$3.57M +$1.21M +13,116 +51%
BAM
156
Bruderman Asset Management
New York
$3.56M -$117K -1,270 -3%
SI
157
Stephens Inc
Arkansas
$3.54M +$2.87M +31,023 +425%
NA
158
NewEdge Advisors
Louisiana
$3.52M -$20.2K -219 -0.6%
PD
159
Planning Directions
Pennsylvania
$3.52M -$180K -1,948 -5%
HCM
160
Hollencrest Capital Management
California
$3.49M – – –
UB
161
UMB Bank
Missouri
$3.46M – – –
FCM
162
Firestone Capital Management
Florida
$3.43M -$89.6K -970 -3%
DC
163
Derby & Company
Massachusetts
$3.42M -$39.5K -428 -1%
CTC
164
Central Trust Company
Missouri
$3.35M +$5.54K +60 +0.2%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$3.32M -$2.64M -28,605 -44%
SFWC
166
Strategic Family Wealth Counselors
New Jersey
$3.29M +$48.3K +523 +1%
FAAS
167
First Allied Advisory Services
California
$3.28M +$105K +1,138 +3%
GT
168
Greenleaf Trust
Michigan
$3.27M -$18.1K -196 -0.6%
KWM
169
Kingsview Wealth Management
Oregon
$3.26M +$2.54M +27,442 +349%
BPA
170
Beacon Pointe Advisors
California
$3.24M -$1.12M -12,074 -26%
MBTD
171
Mechanics Bank - Trust Department
California
$3.21M -$230K -2,486 -7%
MAM
172
Madison Asset Management
Wisconsin
$3.15M -$227K -2,456 -7%
JWCA
173
J.W. Cole Advisors
Florida
$3.13M -$73.1K -791 -2%
CAM
174
Cresset Asset Management
Illinois
$3.11M +$85.5K +926 +3%
OC
175
Oppenheimer & Co
New York
$3.06M -$232K -2,507 -7%
5 6
7
8 9