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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

782 hedge funds and large institutions have $5.61B invested in SPDR S&P Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 208 increasing their positions, 347 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
16.07%
Holding in Top 10
45
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-19.64%
% of All Funds
0.92%
New
68
Increased
208
Reduced
347
Closed
63
Calls
$7.96M
Puts
$3.22M
Net Calls
+$4.75M
Net Calls Change
+$1.03M

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$28.6M
2
RJA
Raymond James & Associates
Florida
+$26.4M
3
Creative Planning
Creative Planning
Kansas
+$11.3M
4
Franklin Resources
Franklin Resources
California
+$10.3M
5
PPW
Parcion Private Wealth
Washington
+$9.53M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$71M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$68.4M
3
Ameriprise
Ameriprise
Minnesota
-$54.7M
4
Goldman Sachs
Goldman Sachs
New York
-$37.4M
5
Bank of America
Bank of America
North Carolina
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
226
Buckingham Strategic Wealth
Missouri
$1.96M +$337K +3,692 +21%
MSWMA
227
Market Street Wealth Management Advisors
Indiana
$1.96M -$586K -6,423 -23%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$1.94M -$3.87M -42,470 -67%
HCA
229
Harbour Capital Advisors
Virginia
$1.91M -$36.5K -400 -2%
IWC
230
Integrated Wealth Concepts
Massachusetts
$1.9M -$1.32M -14,515 -41%
MA
231
Montag & Associates
Georgia
$1.9M -$136K -1,495 -7%
SMFG
232
Sumitomo Mitsui Financial Group
Japan
$1.88M -$2.26M -24,728 -55%
SFPG
233
Stonebridge Financial Planning Group
Florida
$1.87M -$34.3K -377 -2%
NCM
234
Narwhal Capital Management
Georgia
$1.87M -$7.84K -86 -0.4%
NRI
235
NFP Retirement Inc
California
$1.87M +$122K +1,336 +7%
APSP
236
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.84M +$11.9K +131 +0.7%
KOMWMG
237
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.83M -$4.74K -52 -0.3%
CAM
238
Cozad Asset Management
Illinois
$1.8M +$1.8M +19,723 New
OAM
239
Occidental Asset Management
California
$1.74M +$48.6K +533 +3%
TNB
240
TCF National Bank
South Dakota
$1.74M +$93.4K +926 +6%
CCM
241
Canal Capital Management
Virginia
$1.72M -$679K -7,439 -28%
MWA
242
Meridian Wealth Advisors
Texas
$1.67M -$42.3K -464 -2%
KeyBank National Association
243
KeyBank National Association
Ohio
$1.67M – – –
PWM
244
PRW Wealth Management
Massachusetts
$1.66M +$152K +1,664 +10%
DMC
245
Drexel Morgan & Co
Pennsylvania
$1.65M -$32.4K -355 -2%
BAM
246
Belpointe Asset Management
Nevada
$1.62M +$261K +2,865 +19%
PBO
247
Peoples Bank (Ohio)
Ohio
$1.61M +$12.4K +136 +0.8%
GSWM
248
Golden State Wealth Management
California
$1.58M +$1.54M +16,887 +4,129%
YWP
249
YorkBridge Wealth Partners
New York
$1.57M -$48.9K -536 -3%
CT
250
Coastline Trust
Rhode Island
$1.57M -$200K -2,195 -11%
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