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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
+$28.6M
2
RJA
Raymond James & Associates
Florida
+$26.4M
3
Creative Planning
Creative Planning
Kansas
+$11.3M
4
Franklin Resources
Franklin Resources
California
+$10.3M
5
PPW
Parcion Private Wealth
Washington
+$9.53M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$71M
2
Jones Financial Companies
Jones Financial Companies
Missouri
-$68.4M
3
Ameriprise
Ameriprise
Minnesota
-$54.7M
4
Goldman Sachs
Goldman Sachs
New York
-$37.4M
5
Bank of America
Bank of America
North Carolina
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
326
Mutual Advisors
Nebraska
$1.04M +$272K +2,982 +35%
PAM
327
Peak Asset Management
Colorado
$1.03M +$6.38K +70 +0.6%
SPA
328
Sentinel Pension Advisors
Massachusetts
$1.03M -$3.65K -40 -0.4%
Comerica Bank
329
Comerica Bank
Texas
$1.02M -$4.34M -46,081 -81%
CIAS
330
CBIZ Investment Advisory Services
Ohio
$1.02M -$1.05M – –
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
$1.01M +$34.4K +377 +4%
SCA
332
Snowden Capital Advisors
New York
$1.01M +$43.8K +480 +5%
BFG
333
Bouchey Financial Group
New York
$1M – – –
RVPG
334
Relative Value Partners Group
$1M – – –
HWM
335
Howard Wealth Management
Connecticut
$1M +$21.4K +235 +2%
ACM
336
Anfield Capital Management
California
$999K – – –
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$995K -$160K -1,752 -14%
PIMG
338
Patriot Investment Management Group
Tennessee
$988K -$138K -1,513 -12%
CCG
339
Cypress Capital Group
Florida
$983K -$189K -2,070 -16%
AA
340
Ancora Advisors
Ohio
$983K -$17.9K -196 -2%
LA
341
LexAurum Advisors
Kansas
$979K +$27.7K +304 +3%
MA
342
MUFG Americas
New York
$976K – – –
CCA
343
Conservest Capital Advisors
Pennsylvania
$973K -$7.57K -83 -0.8%
AWM
344
Atticus Wealth Management
Florida
$967K -$224K -2,454 -19%
AWA
345
Acorn Wealth Advisors
Michigan
$958K +$182 +2 +0%
PSF
346
Pacific Sun Financial
California
$938K +$22.8K +250 +2%
TSWM
347
Triangle Securities Wealth Management
North Carolina
$924K +$4.38K +48 +0.5%
IWAG
348
Integer Wealth Advisors Group
Georgia
$911K +$176 +2 +0%
DCM
349
Donaldson Capital Management
Indiana
$907K -$3.92K -43 -0.4%
AGA
350
Arkos Global Advisors
Texas
$905K -$267K -2,930 -23%
12 13
14
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