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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
Truist Financial
North Carolina
$166M
2
3AM
3EDGE Asset Management
Florida
$155M
3
RJA
Raymond James & Associates
Florida
$601M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$62.2M
5
BFPW
BOK Financial Private Wealth
Colorado
$27.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$41.1M
2
HNB
Huntington National Bank
Ohio
$26.9M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$28.3M
4
IIC
Integrated Investment Consultants
Michigan
$306K
5
M&T Bank
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWP
326
O'Brien Wealth Partners
Massachusetts
$1.43M -$15.8K -148 -1%
DSC
327
Duncker Streett & Co
Missouri
$1.42M +$3.23K +30 +0.2%
PFM
328
Phillips Financial Management
Indiana
$1.42M -$10.2K -95 -0.7%
AIP
329
Ameritas Investment Partners
Nebraska
$1.42M +$8.82K +82 +0.6%
LFAS
330
Level Four Advisory Services
Texas
$1.42M +$11.9K +110 +0.8%
CAL
331
Capital Analysts LLC
Pennsylvania
$1.42M +$753 +7 +0.1%
CIAS
332
CBIZ Investment Advisory Services
Ohio
$1.41M – – –
KL
333
KWMG LLC
Kansas
$1.4M +$88.3K +821 +7%
Mercer Global Advisors
334
Mercer Global Advisors
Colorado
$1.4M +$137K +1,269 +11%
FA
335
FCG Advisors
New Jersey
$1.39M -$74.6K -693 -5%
OIA
336
OneDigital Investment Advisors
Kansas
$1.39M +$860 +8 +0.1%
LWS
337
Lucia Wealth Services
California
$1.38M +$92.6K +861 +7%
WPC
338
White Pine Capital
Minnesota
$1.38M – – –
FPGK
339
Financial Partners Group (Kansas)
Kansas
$1.35M -$6.39K -60 -0.5%
PIMG
340
Patriot Investment Management Group
Tennessee
$1.34M -$5.27K -49 -0.4%
WWM
341
Western Wealth Management
Colorado
$1.34M +$228K +2,120 +21%
FTS
342
Fifth Third Securities
Ohio
$1.34M +$73.5K +683 +6%
LP
343
LGL Partners
Pennsylvania
$1.33M +$645 +6 +0%
MHS
344
M Holdings Securities
Oregon
$1.32M -$453K -4,211 -26%
BRWA
345
B. Riley Wealth Advisors
Florida
$1.32M -$41.6K -387 -3%
CBU
346
CIBC Bank USA
Illinois
$1.32M – – –
CL
347
Choreo LLC
Illinois
$1.29M +$13.1K +122 +1%
TC
348
Telemus Capital
Michigan
$1.28M -$92.9K -864 -7%
SCM
349
Smith Capital Management
Arkansas
$1.27M -$1.08K -10 -0.1%
MFW
350
Meristem Family Wealth
Minnesota
$1.27M – – –
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