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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 %
CCG
301
Cypress Capital Group
Florida
$1.68M +$44.6K +415 +3%
TCM
302
Tufton Capital Management
Maryland
$1.66M -$62.4K -580 -4%
LNWWM
303
Laird Norton Wetherby Wealth Management
California
$1.66M +$4.3K +40 +0.3%
WAM
304
Wealthspire Advisors (Maryland)
Maryland
$1.66M +$578K +5,379 +54%
SMG
305
Smart Money Group
Texas
$1.66M -$12.2K -113 -0.7%
SPA
306
Sentinel Pension Advisors
Massachusetts
$1.63M +$1.63M +15,106 New
CBN
307
Cadence Bank NA
Texas
$1.59M – – –
AWM
308
Atticus Wealth Management
Florida
$1.58M +$1.58M +14,724 New
BAC
309
Boys Arnold & Co
North Carolina
$1.56M -$53.8K -500 -3%
ARG
310
Advisory Resource Group
Oklahoma
$1.55M -$4.17M -38,782 -73%
IC
311
InterOcean Capital
Illinois
$1.53M -$56.5K -525 -4%
PMFA
312
Plante Moran Financial Advisors
Michigan
$1.53M -$18.7K -174 -1%
Prudential Financial
313
Prudential Financial
New Jersey
$1.51M +$294K +2,734 +24%
AMCA
314
Arthur M. Cohen & Associates
Illinois
$1.5M +$123K +1,139 +9%
FWCM
315
Ferguson Wellman Capital Management
Oregon
$1.5M -$91.6K -852 -6%
BPA
316
Beacon Pointe Advisors
California
$1.49M +$2.48K +23 +0.2%
IA
317
IFP Advisors
Florida
$1.47M -$232K -2,148 -14%
SS
318
Sunbelt Securities
Texas
$1.47M +$52.9K +492 +4%
Millennium Management
319
Millennium Management
New York
$1.47M -$894K -8,312 -38%
PAM
320
Palisade Asset Management
Minnesota
$1.46M -$74.6K -694 -5%
B
321
Barings
North Carolina
$1.46M +$215K +2,000 +17%
APP
322
Avantax Planning Partners
Iowa
$1.45M +$6.67K +62 +0.5%
PSP
323
Principal Street Partners
Tennessee
$1.45M +$210K +1,954 +17%
AF
324
Advisornet Financial
Minnesota
$1.43M -$26.4K -245 -2%
TNB
325
Thomasville National Bank
Georgia
$1.43M +$17.1K +159 +1%
11 12
13
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