SDY icon

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 %
EIG
176
Ellenbecker Investment Group
Wisconsin
$3.04M -$349K -3,777 -10%
PPW
177
Parcion Private Wealth
Washington
$3.02M -$7.37M -78,835 -71%
SBL
178
Sargent Bickham Lagudis
Colorado
$3M -$278K -3,007 -8%
NDSI
179
Newman Dignan & Sheerar Inc
Rhode Island
$2.97M -$88.3K -955 -3%
CWM
180
Connecticut Wealth Management
Connecticut
$2.97M -$630K -6,820 -18%
MSAM
181
Moloney Securities Asset Management
Missouri
$2.91M -$1.67M -18,108 -36%
AC
182
Alexandria Capital
Virginia
$2.87M -$98.8K -1,069 -3%
KFA
183
Kays Financial Advisory
Georgia
$2.87M -$326K -3,531 -10%
CI
184
Conning Inc
Connecticut
$2.84M – – –
SQA
185
Simon Quick Advisors
New Jersey
$2.84M -$217K -2,351 -7%
NL
186
NWAM LLC
Washington
$2.81M -$831 -9 -0%
AIP
187
Almanack Investment Partners
Pennsylvania
$2.8M +$2.8M +26,863 New
HSBC Holdings
188
HSBC Holdings
United Kingdom
$2.8M -$314K -3,402 -10%
IA
189
IFG Advisory
Georgia
$2.78M +$23.4K +253 +0.8%
CWM
190
Cornerstone Wealth Management
Missouri
$2.78M +$270K +2,919 +11%
GPWA
191
Great Point Wealth Advisors
Massachusetts
$2.73M – – –
CHA
192
Carmichael Hill & Associates
Maryland
$2.67M +$58.2K +630 +2%
NNP
193
Nachman Norwood & Parrott
South Carolina
$2.61M +$19.6K +212 +0.8%
FNBT
194
FineMark National Bank & Trust
Florida
$2.53M -$2.96K -32 -0.1%
CA
195
Cetera Advisors
Colorado
$2.49M -$162K -1,751 -6%
AMG
196
Asset Management Group
Connecticut
$2.47M -$1.94K -21 -0.1%
HWA
197
Hillcrest Wealth Advisors
New Jersey
$2.47M +$139K +1,500 +6%
NEGWA
198
New England Guild Wealth Advisors
Connecticut
$2.4M -$106K -1,147 -4%
SW
199
SVB Wealth
Massachusetts
$2.34M +$6.65K +72 +0.3%
FTUS
200
Flow Traders U.S.
New York
$2.34M +$1.1M +11,907 +89%
6 7
8
9 10