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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 %
BFEC
401
Benjamin F. Edwards & Company
Missouri
$643K -$95.8K -1,199 -13%
SCM
402
Smith Capital Management
Arkansas
$638K -$308K -3,850 -33%
PD
403
Planning Directions
Pennsylvania
$637K -$2.11M -26,388 -77%
CCM
404
Coldstream Capital Management
Washington
$626K +$337K +4,220 +117%
PWW
405
Pettyjohn Wood & White
Virginia
$621K +$27.9K +350 +5%
BAAM
406
Baker Avenue Asset Management
California
$619K -$23.8M -298,276 -97%
FWP
407
FAS Wealth Partners
Kansas
$615K -$84.7K -1,060 -12%
RMCM
408
Reynders McVeigh Capital Management
Massachusetts
$606K -$87.8K -1,100 -13%
RFC
409
Regions Financial Corp
Alabama
$602K -$144K -1,796 -19%
LIM
410
Loudon Investment Management
New Hampshire
$602K +$2K +25 +0.3%
SFG
411
SevenBridge Financial Group
Pennsylvania
$592K -$9.75K -122 -2%
TAM
412
Tocqueville Asset Management
New York
$590K -$27.9K -350 -5%
PPW
413
Parcion Private Wealth
Washington
$588K +$588K +7,360 New
BP
414
Ballentine Partners
Massachusetts
$579K -$278K -3,482 -32%
PTC
415
Private Trust Company
Ohio
$579K -$84.9K -1,065 -13%
MMPW
416
Mitchell McLeod Pugh & Williams
Alabama
$577K – – –
OR
417
Olympiad Research
Connecticut
$573K +$573K +7,173 New
MC
418
Moors & Cabot
Massachusetts
$572K -$39.8K -499 -7%
AWA
419
Arete Wealth Advisors
Illinois
$570K +$2.07K +26 +0.4%
CDIA
420
Capital Directions Investment Advisors
Georgia
$568K -$3.2K -40 -0.6%
AL
421
Aspiriant LLC
California
$559K +$34.9K +438 +7%
SI
422
Stephens Inc
Arkansas
$557K +$171K +2,145 +44%
TCBWMS
423
Texas Capital Bank Wealth Management Services
Texas
$555K -$357K -4,471 -39%
HWA
424
HHM Wealth Advisors
Tennessee
$550K -$14.4K -181 -3%
AP
425
Adero Partners
California
$549K -$99.7K -1,248 -15%
15 16
17
18 19