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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
KAS
4
Kestra Advisory Services
Texas
$19.5M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$17.9M

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
Ameriprise
4
Ameriprise
Minnesota
$218M
5
UBS Group
5
UBS Group
Switzerland
$177M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$557M 6,024,671 +99,231 +2%
Bank of America
2
Bank of America
North Carolina
$556M 6,021,923 -491,359 -8%
Morgan Stanley
3
Morgan Stanley
New York
$437M 4,727,265 -34,950 -0.7%
Ameriprise
4
Ameriprise
Minnesota
$218M 2,312,478 -171,432 -7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$186M 2,011,656 -43,734 -2%
UBS Group
6
UBS Group
Switzerland
$177M 1,918,921 -162,874 -8%
JIC
7
Joel Isaacson & Co
New York
$165M 1,781,837 -4,964 -0.3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$164M 1,774,632 +168,831 +11%
Wells Fargo
9
Wells Fargo
California
$156M 1,690,514 -95,551 -5%
LPL Financial
10
LPL Financial
California
$146M 1,582,941 -63,625 -4%
Truist Financial
11
Truist Financial
North Carolina
$105M 1,140,646 -87,761 -7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$104M 1,126,382 +222,871 +25%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$98.9M 1,070,005 -36,124 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$81.4M 881,200 +13,549 +2%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$81.2M 879,257 -41,536 -5%
DWM
16
Destination Wealth Management
California
$78.2M 846,206 +21,035 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$77.3M 837,527 +38,904 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$66.8M 722,669 +36,492 +5%
1SB
19
1ST Source Bank
Indiana
$64.6M 698,965 +704 +0.1%
V
20
Veritable
Delaware
$63.6M 688,699 +6,097 +0.9%
CIA
21
Capital Investment Advisors
Georgia
$59M 638,799 -28,594 -4%
Creative Planning
22
Creative Planning
Kansas
$47.8M 517,159 +92,977 +22%
MML Investors Services
23
MML Investors Services
Massachusetts
$42.7M 461,987 +7 +0%
LW
24
Linscomb Wealth
Texas
$39.9M 432,030 -792 -0.2%
Goldman Sachs
25
Goldman Sachs
New York
$35.7M 386,771 -198,048 -34%
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