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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 %
WF
201
Welch & Forbes
Massachusetts
$2.25M – – –
PP
202
PDS Planning
Ohio
$2.18M -$8.87K -96 -0.4%
AIC
203
Ameritas Investment Company
Nebraska
$2.17M – – –
BWM
204
Baystate Wealth Management
Massachusetts
$2.17M -$87.1K -943 -4%
LOIM
205
Liberty One Investment Management
Illinois
$2.15M +$24.3K +263 +1%
CG
206
Colony Group
Massachusetts
$2.15M -$486K -5,258 -18%
VWA
207
Visionary Wealth Advisors
Illinois
$2.11M -$66.6K -721 -3%
LIA
208
LS Investment Advisors
Michigan
$2.08M -$42.9K -464 -2%
EWA
209
EP Wealth Advisors
California
$2.07M -$114K -1,236 -5%
PBT
210
Pictet Bank & Trust
Bahamas
$2.06M -$117K -1,270 -5%
CAGAS
211
Capital Advisory Group Advisory Services
Minnesota
$2.03M -$62.8K -680 -3%
DW
212
Domani Wealth
Pennsylvania
$2.02M -$188K -2,034 -8%
NP
213
NorthRock Partners
Minnesota
$2.02M -$163K -1,761 -7%
TW
214
Transform Wealth
Colorado
$2.02M -$1.17M -12,638 -37%
FFN
215
Focus Financial Network
Minnesota
$2M -$466K -5,041 -19%
SPC
216
Sigma Planning Corp
Michigan
$2M -$356K -3,858 -15%
AWM
217
Aberdeen Wealth Management
Illinois
$1.99M +$1.99M +21,517 New
KPWS
218
Kestra Private Wealth Services
Texas
$1.97M +$1.97M +21,359 New
DC
219
Davenport & Co
Virginia
$1.95M -$233K -2,522 -11%
MA
220
Montag & Associates
Georgia
$1.94M +$13.6K +147 +0.7%
HCA
221
Harbour Capital Advisors
Virginia
$1.93M – – –
NRI
222
NFP Retirement Inc
California
$1.9M +$14.9K +161 +0.8%
NEWAS
223
N.E.W. Advisory Services
Wisconsin
$1.9M -$293K -3,169 -13%
NCM
224
Narwhal Capital Management
Georgia
$1.89M – – –
SMG
225
Smart Money Group
Texas
$1.88M -$2.55M -27,558 -57%
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