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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 %
OBWP
301
O'Brien Wealth Partners
Massachusetts
$1.18M +$8.92K +101 +0.8%
LWS
302
Lucia Wealth Services
California
$1.17M +$63.1K +692 +6%
KAH
303
Kathryn A. Hall
$1.17M – – –
WPC
304
White Pine Capital
Minnesota
$1.17M – – –
PAM
305
Palisade Asset Management
Minnesota
$1.16M -$182 -2 -0%
NFG
306
Next Financial Group
Texas
$1.16M +$144K +1,578 +14%
BAS
307
Brown Advisory Securities
Maryland
$1.15M -$19.7K -215 -2%
PA
308
Parallel Advisors
California
$1.15M -$987K -10,829 -46%
FLPIM
309
F.L. Putnam Investment Management
Massachusetts
$1.15M +$123K +1,350 +12%
ANTB
310
AMG National Trust Bank
Colorado
$1.14M +$1.14M +12,515 New
MHS
311
M Holdings Securities
Oregon
$1.14M -$349K -3,833 -24%
LP
312
LGL Partners
Pennsylvania
$1.13M +$547 +6 +0%
BRWA
313
B. Riley Wealth Advisors
Florida
$1.11M +$3.83K +42 +0.3%
Qube Research & Technologies (QRT)
314
Qube Research & Technologies (QRT)
United Kingdom
$1.1M -$4.41M -48,390 -80%
SVWAG
315
Sound View Wealth Advisors Group
Georgia
$1.1M +$1.1M +12,040 New
UR
316
USCA RIA
Texas
$1.09M +$680K +7,460 +167%
LWAC
317
Laurel Wealth Advisors (California)
California
$1.08M -$248K -2,724 -19%
GL
318
Graypoint LLC
New York
$1.08M +$313K +3,431 +41%
AIP
319
Ameritas Investment Partners
Nebraska
$1.08M +$41.1K +451 +4%
HGWM
320
Horst & Graben Wealth Management
Oregon
$1.08M +$5.2K +57 +0.5%
FA
321
FCG Advisors
New Jersey
$1.07M +$7.57K +83 +0.7%
CL
322
Choreo LLC
Illinois
$1.07M +$5.47K +60 +0.5%
IA
323
IFP Advisors
Florida
$1.06M -$60.1K -668 -5%
TC
324
Telemus Capital
Michigan
$1.05M -$24.3K -270 -2%
AF
325
Advisornet Financial
Minnesota
$1.04M -$288K -3,153 -22%
11 12
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