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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
$79.1M
2
RJA
Raymond James & Associates
Florida
$540M
3
Creative Planning
Creative Planning
Kansas
$38.7M
4
Franklin Resources
Franklin Resources
California
$10.3M
5
PPW
Parcion Private Wealth
Washington
$10.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$434M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$9.53M
3
Ameriprise
Ameriprise
Minnesota
$227M
4
Goldman Sachs
Goldman Sachs
New York
$53.3M
5
Bank of America
Bank of America
North Carolina
$594M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
251
Laird Norton Wetherby Wealth Management
California
$1.56M +$134K +1,467 +9%
Koshinski Asset Management
252
Koshinski Asset Management
Illinois
$1.56M -$60.3K -661 -4%
BO
253
Bank OZK
Arkansas
$1.56M – – –
AC
254
Addison Capital
Pennsylvania
$1.55M -$9.67K -106 -0.6%
HIM
255
Hanlon Investment Management
New Jersey
$1.54M +$129K +1,416 +9%
VFA
256
Voya Financial Advisors
Connecticut
$1.53M -$240K -2,667 -14%
PPA
257
Parametric Portfolio Associates
Washington
$1.53M +$635K +6,959 +71%
BAAM
258
Baker Avenue Asset Management
California
$1.53M +$818K +8,965 +116%
DBIA
259
Dumont & Blake Investment Advisors
New Jersey
$1.52M +$11.9K +130 +0.8%
PFS
260
Prospera Financial Services
Texas
$1.52M +$34.5K +378 +2%
JIR
261
James Investment Research
Ohio
$1.52M -$103K -1,130 -6%
HFA
262
High Falls Advisors
New York
$1.52M -$219K -2,400 -13%
WWM
263
Western Wealth Management
Colorado
$1.52M +$284K +3,112 +23%
TCM
264
Tufton Capital Management
Maryland
$1.5M +$88.5K +970 +6%
BJL
265
Brighton Jones LLC
Washington
$1.46M -$1.46K -16 -0.1%
AFP
266
Ausdal Financial Partners
Iowa
$1.42M -$16.3K -179 -1%
PSP
267
Principal Street Partners
Tennessee
$1.42M +$10.4K +114 +0.7%
AIA
268
Alera Investment Advisors
Illinois
$1.42M -$532K -5,828 -27%
IP
269
Investment Partners
Ohio
$1.42M -$2.29M -25,090 -62%
Lido Advisors
270
Lido Advisors
California
$1.4M -$93K -1,019 -6%
SFG
271
StrategIQ Financial Group
Indiana
$1.4M +$217K +2,385 +18%
AP
272
Americana Partners
Texas
$1.38M +$361K +3,957 +35%
WAP
273
Wealthcare Advisory Partners
Pennsylvania
$1.38M +$5.66K +62 +0.4%
MLFP
274
MPS Loria Financial Planners
Illinois
$1.37M -$146K -1,605 -10%
JIC
275
Johnson Investment Counsel
Ohio
$1.36M -$43.4K -476 -3%
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