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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

785 hedge funds and large institutions have $5.39B invested in SPDR S&P Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 231 increasing their positions, 353 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-74
Holders Change %
-8.61%
% of All Funds
17.34%
Holding in Top 10
56
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.22%
% of All Funds
1.24%
New
67
Increased
231
Reduced
353
Closed
130
Calls
$6.16M
Puts
$2.44M
Net Calls
+$3.72M
Net Calls Change
-$918K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$16.8M
2
Morgan Stanley
Morgan Stanley
New York
+$13.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$12.9M
4
SQA
Simon Quick Advisors
New Jersey
+$11.8M
5
M&T Bank
M&T Bank
New York
+$7.95M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$128M
2
3AM
3EDGE Asset Management
Florida
-$104M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$43.4M
4
Bank of America
Bank of America
North Carolina
-$42.1M
5
Ameriprise
Ameriprise
Minnesota
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
276
Psagot Value Holdings
Israel
$1.27M – – –
WAM
277
Wealthspire Advisors (Maryland)
Maryland
$1.26M +$24.2K +303 +2%
LNWWM
278
Laird Norton Wetherby Wealth Management
California
$1.25M +$19.6K +246 +2%
JFA
279
Johanson Financial Advisors
California
$1.25M -$128M -1,601,244 -99%
TFCP
280
Twin Focus Capital Partners
Massachusetts
$1.24M -$168K -2,107 -12%
TCM
281
Tufton Capital Management
Maryland
$1.24M +$1.2K +15 +0.1%
PSP
282
Principal Street Partners
Tennessee
$1.24M +$161K +2,020 +15%
HIM
283
Hanlon Investment Management
New Jersey
$1.23M +$1.23M +15,444 New
JIC
284
Johnson Investment Counsel
Ohio
$1.23M -$101K -1,260 -8%
WAP
285
Wealthcare Advisory Partners
Pennsylvania
$1.21M +$683K +8,556 +131%
LWA
286
Lowe Wealth Advisors
Maryland
$1.2M -$3.58M -44,818 -75%
BAM
287
Belpointe Asset Management
Nevada
$1.19M -$633K -7,930 -35%
AIFAIM
288
American Institute for Advanced Investment Management
Arizona
$1.18M +$395K +4,950 +50%
CAL
289
Capital Analysts LLC
Pennsylvania
$1.18M +$127K +1,590 +12%
ATC
290
Argent Trust Co
Tennessee
$1.17M -$98.6K -1,234 -8%
LWAC
291
Laurel Wealth Advisors (California)
California
$1.16M -$181K -2,268 -13%
AF
292
Advisornet Financial
Minnesota
$1.16M +$102K +1,283 +10%
FWCM
293
Ferguson Wellman Capital Management
Oregon
$1.14M +$30.4K +380 +3%
IC
294
InterOcean Capital
Illinois
$1.14M -$719 -9 -0.1%
CBN
295
Cadence Bank NA
Texas
$1.14M -$47.8K -598 -4%
APP
296
Avantax Planning Partners
Iowa
$1.12M +$39.1K +490 +4%
Prudential Financial
297
Prudential Financial
New Jersey
$1.11M -$8.63K -108 -0.8%
Neuberger Berman Group
298
Neuberger Berman Group
New York
$1.1M -$362K -4,534 -25%
CIA
299
Compass Ion Advisors
Pennsylvania
$1.09M -$188K -2,350 -15%
TC
300
Telemus Capital
Michigan
$1.08M – – –
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