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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 %
TA
376
TFG Advisers
Michigan
$788K -$4.01K -44 -0.5%
KL
377
KWMG LLC
Kansas
$787K -$18.8K -206 -2%
SMFS
378
Squar Milner Financial Services
California
$779K -$318K -3,490 -29%
MC
379
Mathes Company
New York
$775K – – –
RG
380
Rikoon Group
New Mexico
$773K -$104K -1,143 -12%
DY
381
Dowling & Yahnke
California
$770K -$37.4K -410 -5%
AG
382
Aperio Group
California
$767K – – –
FDCDDQ
383
Federation des caisses Desjardins du Quebec
Quebec, Canada
$764K -$40.9K -449 -5%
IFO
384
Independent Family Office
New York
$753K -$284K -3,116 -27%
PIM
385
Penobscot Investment Management
Massachusetts
$749K -$103K -1,135 -12%
SSWG
386
Seven Springs Wealth Group
Tennessee
$747K – – –
FPS
387
Fieldpoint Private Securities
Connecticut
$745K -$51.3K -563 -6%
VWA
388
V Wealth Advisors
Kansas
$742K +$273 +3 +0%
PSUF
389
People's United Financial
Connecticut
$741K -$90.8K -996 -11%
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$734K – – –
TSS
391
Two Sigma Securities
New York
$730K -$124K -1,356 -14%
SCM
392
Smith Capital Management
Arkansas
$728K -$91 -1 -0%
PMFA
393
Plante Moran Financial Advisors
Michigan
$726K -$402K -4,407 -36%
KWM
394
Kingsview Wealth Management
Oregon
$718K -$1.21M -13,217 -63%
BHWM
395
Bar Harbor Wealth Management
New Hampshire
$718K -$22.3K -245 -3%
BFEC
396
Benjamin F. Edwards & Company
Missouri
$711K -$23.3K -255 -3%
PWW
397
Pettyjohn Wood & White
Virginia
$705K -$4.56K -50 -0.6%
PTC
398
Private Trust Company
Ohio
$696K +$35.2K +387 +5%
RMCM
399
Reynders McVeigh Capital Management
Massachusetts
$692K – – –
LIM
400
Loudon Investment Management
New Hampshire
$687K – – –
14 15
16
17 18