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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 %
CL
326
Choreo LLC
Illinois
$932K -$29.3K -367 -3%
CAC
327
Certified Advisory Corp
Florida
$930K -$2K -25 -0.2%
WCG
328
Weaver Consulting Group
California
$920K -$42.5K -532 -4%
IFO
329
Independent Family Office
New York
$908K -$9.26K -116 -1%
AIP
330
Ameritas Investment Partners
Nebraska
$907K -$146K -1,826 -14%
ACP
331
Aveo Capital Partners
Colorado
$904K -$556K -6,959 -38%
B
332
Barings
North Carolina
$904K -$176K -2,200 -16%
IWAG
333
Integer Wealth Advisors Group
Georgia
$903K -$34K -389 -4%
SPA
334
Sentinel Pension Advisors
Massachusetts
$902K -$305K -3,816 -25%
PAM
335
Peak Asset Management
Colorado
$897K +$286K +3,580 +47%
AP
336
Americana Partners
Texas
$895K -$6.29M -78,819 -88%
FLPIM
337
F.L. Putnam Investment Management
Massachusetts
$895K -$361K -4,516 -29%
FNC
338
First National Corp
Massachusetts
$888K +$63.7K +7,038 +8%
RMAM
339
Raab & Moskowitz Asset Management
New Jersey
$888K +$827K +10,367 +1,357%
NFG
340
Next Financial Group
Texas
$887K -$44.9K -563 -5%
BAC
341
Boys Arnold & Co
North Carolina
$880K -$279K -3,488 -24%
BFG
342
Bouchey Financial Group
New York
$879K +$958 +12 +0.1%
RVPG
343
Relative Value Partners Group
$878K – – –
AA
344
Ancora Advisors
Ohio
$876K +$11.3K +141 +1%
CCA
345
Conservest Capital Advisors
Pennsylvania
$859K +$3.28K +41 +0.4%
Mercer Global Advisors
346
Mercer Global Advisors
Colorado
$858K -$179K -2,246 -17%
HWM
347
Howard Wealth Management
Connecticut
$857K -$32.2K -404 -4%
MA
348
MUFG Americas
New York
$854K – – –
ACM
349
Anfield Capital Management
California
$853K +$848K +10,617 +16,852%
SCA
350
Snowden Capital Advisors
New York
$848K +$27.1K +339 +3%
12 13
14
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