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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 %
AWA
351
Acorn Wealth Advisors
Michigan
$844K +$66.5K +828 +9%
LA
352
LexAurum Advisors
Kansas
$833K -$31.5K -394 -4%
GEA
353
Glen Eagle Advisors
New Jersey
$821K -$4.07K -51 -0.5%
AMCA
354
Arthur M. Cohen & Associates
Illinois
$814K -$245K -3,219 -23%
WKWM
355
Walter & Keenan Wealth Management
Indiana
$814K +$669K +8,785 +460%
TSWM
356
Triangle Securities Wealth Management
North Carolina
$805K -$35.9K -450 -4%
WB
357
West Bancorporation
Iowa
$804K -$10.1K -127 -1%
SBH
358
Segall Bryant & Hamill
Illinois
$803K -$40K -500 -5%
VA
359
Valmark Advisers
Ohio
$803K -$9.99K -125 -1%
PSF
360
Pacific Sun Financial
California
$802K +$123K +1,535 +18%
GT
361
Glenmede Trust
Pennsylvania
$801K – – –
DCM
362
Donaldson Capital Management
Indiana
$797K -$2.95K -37 -0.4%
NFC
363
Northeast Financial Consultants
Connecticut
$784K +$6.15K +77 +0.8%
PPA
364
Parametric Portfolio Associates
Washington
$782K -$72.2K -904 -8%
MPCG
365
Matrix Private Capital Group
New York
$771K +$48K +601 +7%
RG
366
Rikoon Group
New Mexico
$769K -$17.6K -220 -2%
FTS
367
Fifth Third Securities
Ohio
$764K -$228K -2,858 -23%
WA
368
Wealth Advisors
California
$757K – – –
SS
369
Sunbelt Securities
Texas
$754K -$334K -4,188 -31%
NWP
370
Northstar Wealth Partners
Connecticut
$753K -$3.19K -40 -0.4%
AWS
371
AJ Wealth Strategies
New York
$753K +$753K +9,430 New
STA
372
Summit Trail Advisors
New York
$748K -$83.8K -1,050 -10%
PIM
373
Penobscot Investment Management
Massachusetts
$747K -$14.8K -185 -2%
TSS
374
Two Sigma Securities
New York
$747K +$747K +9,360 New
SA
375
SRH Advisors
Kansas
$740K – – –
13 14
15
16 17