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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 %
AW
376
ACG Wealth
Georgia
$1.08M -$401K -3,731 -27%
DCM
377
Donaldson Capital Management
Indiana
$1.08M – – –
MC
378
Mathes Company
New York
$1.07M – – –
SFSIG
379
San Francisco Sentry Investment Group
California
$1.06M -$26.4K -245 -2%
RG
380
Rikoon Group
New Mexico
$1.06M +$63.3K +588 +6%
AIFAIM
381
American Institute for Advanced Investment Management
Arizona
$1.06M +$1.06M +9,829 New
RWP
382
RWA Wealth Partners
Massachusetts
$1.05M -$18.7K -174 -2%
IFG
383
Investors Financial Group
Minnesota
$1.05M +$1.05M +9,790 New
NFC
384
Northeast Financial Consultants
Connecticut
$1.05M +$6.67K +62 +0.6%
BFA
385
Beaumont Financial Advisors
Massachusetts
$1.05M +$323 +3 +0%
AWA
386
Acorn Wealth Advisors
Michigan
$1.03M +$212 +2 +0%
PIM
387
Penobscot Investment Management
Massachusetts
$1.03M -$11.8K -110 -1%
Allianz Asset Management
388
Allianz Asset Management
Germany
$1.02M +$99K +920 +11%
NWP
389
Northstar Wealth Partners
Connecticut
$1.02M -$13.4K -125 -1%
OAM
390
Oppenheimer Asset Management
New York
$1.01M -$7.96K -74 -0.8%
FDCDDQ
391
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1M -$677K -6,290 -40%
RFC
392
Regions Financial Corp
Alabama
$1M +$105K +973 +12%
SA
393
SRH Advisors
Kansas
$997K – – –
BFEC
394
Benjamin F. Edwards & Company
Missouri
$995K -$33.6K -312 -3%
AC
395
Addison Capital
Pennsylvania
$990K -$11K -102 -1%
DC
396
Derby & Company
Massachusetts
$989K +$117K +1,091 +13%
MCM
397
Magnolia Capital Management
New York
$985K +$985K +9,155 New
CAM
398
Concorde Asset Management
Michigan
$978K +$54.4K +506 +6%
WA
399
Wealth Advisors
California
$978K +$978K +9,025 New
MPCG
400
Matrix Private Capital Group
New York
$974K +$974K +9,051 New
14 15
16
17 18