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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 %
RFC
401
Regions Financial Corp
Alabama
$684K -$2.74K -30 -0.4%
EIP
402
Ellis Investment Partners
Pennsylvania
$680K +$27.1K +300 +4%
AW
403
ACG Wealth
Georgia
$674K -$149K -1,629 -18%
GEA
404
Glen Eagle Advisors
New Jersey
$669K -$269K -2,952 -29%
SI
405
Stephens Inc
Arkansas
$666K +$29.3K +321 +5%
FWP
406
FAS Wealth Partners
Kansas
$665K -$37.1K -407 -5%
AllianceBernstein
407
AllianceBernstein
Tennessee
$664K +$224K +2,455 +51%
HC
408
Hourglass Capital
Texas
$662K +$378K +4,145 +133%
SFG
409
SevenBridge Financial Group
Pennsylvania
$655K -$21.2K -232 -3%
AWA
410
Arete Wealth Advisors
Illinois
$654K +$1.92K +21 +0.3%
AWM
411
AE Wealth Management
Kansas
$650K -$131K -1,434 -17%
TAM
412
Tocqueville Asset Management
New York
$649K -$25.1K -275 -4%
CDIA
413
Capital Directions Investment Advisors
Georgia
$649K – – –
MMPW
414
Mitchell McLeod Pugh & Williams
Alabama
$648K -$11K -120 -2%
AL
415
Aspiriant LLC
California
$640K – – –
IWA
416
Intercontinental Wealth Advisors
Texas
$637K +$59.5K +652 +10%
IAIM
417
International Assets Investment Management
Florida
$634K +$17.4K +191 +3%
MC
418
Moors & Cabot
Massachusetts
$633K -$19.9K -219 -3%
HWA
419
HHM Wealth Advisors
Tennessee
$629K – – –
AP
420
Adero Partners
California
$627K – – –
SAG
421
Spotlight Asset Group
Illinois
$624K +$624K +6,838 New
SWA
422
Stratos Wealth Advisors
Ohio
$620K -$152K -1,667 -20%
BWM
423
Benchmark Wealth Management
Connecticut
$613K – – –
PA
424
Pinnacle Associates
New York
$613K +$91 +1 +0%
CFMC
425
Curbstone Financial Management Corp
New Hampshire
$606K -$9.11K -100 -1%
15 16
17
18 19