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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

859 hedge funds and large institutions have $7.95B invested in SPDR S&P Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 318 increasing their positions, 222 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+108
Holders Change %
+14.38%
% of All Funds
16.96%
Holding in Top 10
72
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+28.57%
% of All Funds
1.42%
New
153
Increased
318
Reduced
222
Closed
37
Calls
$8.2M
Puts
$3.56M
Net Calls
+$4.64M
Net Calls Change
-$1.21M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$166M
2
3AM
2
3EDGE Asset Management
Florida
$155M
3
RJA
3
Raymond James & Associates
Florida
$601M
4
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$62.2M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$27.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$41.1M
2
HNB
2
Huntington National Bank
Ohio
$26.9M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$28.3M
4
IIC
4
Integrated Investment Consultants
Michigan
$306K
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
PDS Planning
Ohio
$2.95M -$2.58K -24 -0.1%
HWA
227
Hillcrest Wealth Advisors
New Jersey
$2.93M – – –
JIR
228
James Investment Research
Ohio
$2.86M -$785K -7,295 -22%
TPWA
229
TRUE Private Wealth Advisors
Oregon
$2.79M +$460K +4,274 +20%
EWA
230
EP Wealth Advisors
California
$2.79M -$184K -1,709 -6%
CIC
231
Carnegie Investment Counsel
Ohio
$2.77M -$968 -9 -0%
MPM
232
Meritage Portfolio Management
Kansas
$2.76M +$251K +2,330 +10%
JIP
233
Jaffetilchin Investment Partners
Florida
$2.75M -$40.8K -379 -1%
SBWM
234
Sunflower Bank Wealth Management
Arizona
$2.74M -$114K -1,060 -4%
SMFS
235
Squar Milner Financial Services
California
$2.69M +$1.77M +16,460 +193%
NNP
236
Nachman Norwood & Parrott
South Carolina
$2.68M – – –
WF
237
Welch & Forbes
Massachusetts
$2.67M – – –
IA
238
IFG Advisory
Georgia
$2.65M +$395K +3,669 +18%
CAAS
239
Capital Asset Advisory Services
Michigan
$2.64M +$1.26M +11,671 +92%
MA
240
Montag & Associates
Georgia
$2.63M -$137K -1,270 -5%
DAS
241
Dynamic Advisor Solutions
Arizona
$2.54M +$111K +1,028 +5%
AIA
242
Alera Investment Advisors
Illinois
$2.51M – – –
KFA
243
Kays Financial Advisory
Georgia
$2.51M +$118K +1,097 +5%
LWM
244
Lenox Wealth Management
Ohio
$2.5M -$11K -102 -0.4%
PWAC
245
Private Wealth Advisors (California)
California
$2.5M +$1.4K +13 +0.1%
BAM
246
Belpointe Asset Management
Nevada
$2.45M +$304K +2,829 +14%
TCOV
247
Trust Company of Vermont
Vermont
$2.43M +$15.8K +147 +0.7%
LOIM
248
Liberty One Investment Management
Illinois
$2.43M +$2.43M +22,559 New
SW
249
SVB Wealth
Massachusetts
$2.41M +$31.1K +289 +1%
CAGAS
250
Capital Advisory Group Advisory Services
Minnesota
$2.37M -$6.57K -61 -0.3%
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