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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 %
B
351
Barings
North Carolina
$904K – – –
NFC
352
Northeast Financial Consultants
Connecticut
$901K +$5.65K +62 +0.6%
MPCG
353
Matrix Private Capital Group
New York
$894K +$13.7K +150 +2%
NWP
354
Northstar Wealth Partners
Connecticut
$889K +$29.5K +324 +3%
WCG
355
Weaver Consulting Group
California
$888K -$163K -1,790 -16%
WB
356
West Bancorporation
Iowa
$883K -$35.6K -390 -4%
WAM
357
Wealthspire Advisors (Maryland)
Maryland
$866K -$568K -6,232 -40%
AWS
358
AJ Wealth Strategies
New York
$860K – – –
VA
359
Valmark Advisers
Ohio
$857K -$59.3K -651 -6%
SA
360
SRH Advisors
Kansas
$845K – – –
Neuberger Berman Group
361
Neuberger Berman Group
New York
$842K -$409K -4,480 -33%
CAC
362
Certified Advisory Corp
Florida
$841K -$221K -2,423 -21%
DT
363
Diversified Trust
Tennessee
$839K +$217K +2,377 +35%
MFW
364
Meristem Family Wealth
Minnesota
$835K – – –
MCM
365
Magnolia Capital Management
New York
$835K – – –
WA
366
Wealth Advisors
California
$829K – – –
PCMC
367
Private Capital Management (Colorado)
Colorado
$822K -$4.84K -53 -0.6%
LWMM
368
Legacy Wealth Management (Mississippi)
Mississippi
$821K – – –
MWM
369
McNaughton Wealth Management
California
$818K +$483K +5,290 +144%
MS
370
Maven Securities
Jersey
$811K +$811K +8,895 New
STA
371
Summit Trail Advisors
New York
$809K -$46.1K -505 -5%
SFSIG
372
San Francisco Sentry Investment Group
California
$808K -$1.37K -15 -0.2%
FTS
373
Fifth Third Securities
Ohio
$799K -$73K -801 -8%
ACM
374
Ategra Capital Management
Virginia
$796K +$796K +8,725 New
SS
375
Sunbelt Securities
Texas
$789K -$72.6K -796 -8%
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15
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