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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 %
WWM
301
Western Wealth Management
Colorado
$1.08M +$85.2K +1,064 +9%
EFS
302
Essex Financial Services
Connecticut
$1.06M +$262K +3,275 +33%
CIAS
303
CBIZ Investment Advisory Services
Ohio
$1.05M -$1.41M – –
AWM
304
Atticus Wealth Management
Florida
$1.04M -$133K -1,668 -11%
DSC
305
Duncker Streett & Co
Missouri
$1.04M -$13.2K -165 -1%
BAS
306
Brown Advisory Securities
Maryland
$1.03M -$263K -3,254 -20%
SFG
307
StrategIQ Financial Group
Indiana
$1.03M +$549K +6,869 +113%
OBWP
308
O'Brien Wealth Partners
Massachusetts
$1.03M -$7.39K -95 -0.7%
OIA
309
OneDigital Investment Advisors
Kansas
$1.03M +$1.6K +20 +0.2%
CCG
310
Cypress Capital Group
Florida
$1.03M -$220K -2,760 -18%
AGA
311
Arkos Global Advisors
Texas
$1.03M +$1.03M +12,854 New
WPC
312
White Pine Capital
Minnesota
$1.02M – – –
KAH
313
Kathryn A. Hall
$1.02M +$1.02M +12,816 New
PAM
314
Palisade Asset Management
Minnesota
$1.02M -$69.8K -874 -6%
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$1.01M -$446K -5,587 -31%
IA
316
IFP Advisors
Florida
$1.01M -$94K -1,166 -9%
FHC
317
First Heartland Consultants
Missouri
$993K -$2.37M -29,662 -70%
PMFA
318
Plante Moran Financial Advisors
Michigan
$988K -$147K -1,840 -13%
PIMG
319
Patriot Investment Management Group
Tennessee
$986K -$8.15K -102 -0.8%
LP
320
LGL Partners
Pennsylvania
$986K +$479 +6 +0%
LWS
321
Lucia Wealth Services
California
$972K -$52.6K -658 -5%
BRWA
322
B. Riley Wealth Advisors
Florida
$972K -$6.63K -83 -0.7%
SMFS
323
Squar Milner Financial Services
California
$960K -$1.03M -12,970 -52%
HGWM
324
Horst & Graben Wealth Management
Oregon
$938K +$938K +11,743 New
FA
325
FCG Advisors
New Jersey
$934K -$95.2K -1,191 -9%
11 12
13
14 15