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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 %
NFG
351
Next Financial Group
Texas
$1.26M +$203K +1,884 +19%
CAC
352
Certified Advisory Corp
Florida
$1.26M -$9.25K -86 -0.7%
WCG
353
Weaver Consulting Group
California
$1.24M – – –
IFO
354
Independent Family Office
New York
$1.24M +$1.24M +11,489 New
TCBWMS
355
Texas Capital Bank Wealth Management Services
Texas
$1.23M +$1.23M +11,422 New
CB
356
Commerce Bank
Missouri
$1.22M +$27.4K +255 +2%
HWM
357
Howard Wealth Management
Connecticut
$1.2M +$1.2M +11,140 New
RVPG
358
Relative Value Partners Group
$1.18M -$53.8K -500 -4%
BFG
359
Bouchey Financial Group
New York
$1.18M – – –
AA
360
Ancora Advisors
Ohio
$1.17M +$20.7K +192 +2%
LA
361
LexAurum Advisors
Kansas
$1.16M +$307K +2,854 +36%
BP
362
Ballentine Partners
Massachusetts
$1.15M +$402K +3,743 +54%
CCA
363
Conservest Capital Advisors
Pennsylvania
$1.15M +$3.87K +36 +0.3%
PPA
364
Parametric Portfolio Associates
Washington
$1.15M -$192K -1,785 -14%
MA
365
MUFG Americas
New York
$1.15M -$67.4K -626 -6%
IWAG
366
Integer Wealth Advisors Group
Georgia
$1.14M +$1.14M +10,710 New
SBH
367
Segall Bryant & Hamill
Illinois
$1.14M +$129K +1,193 +13%
TSWM
368
Triangle Securities Wealth Management
North Carolina
$1.13M +$108 +1 +0%
STA
369
Summit Trail Advisors
New York
$1.12M +$1.12M +10,421 New
AWM
370
AE Wealth Management
Kansas
$1.12M +$82.1K +763 +8%
GEA
371
Glen Eagle Advisors
New Jersey
$1.11M -$2.15K -20 -0.2%
SCA
372
Snowden Capital Advisors
New York
$1.11M +$48.4K +450 +5%
WB
373
West Bancorporation
Iowa
$1.1M +$1.1M +10,198 New
VA
374
Valmark Advisers
Ohio
$1.1M -$128K -1,185 -10%
EFS
375
Essex Financial Services
Connecticut
$1.08M +$557K +5,177 +107%
13 14
15
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