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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 %
GT
426
Glenmede Trust
Pennsylvania
$801K -$108 -1 -0%
PWW
427
Pettyjohn Wood & White
Virginia
$799K +$25.7K +239 +3%
BHTS
428
Bar Harbor Trust Services
Maine
$794K -$134K -1,249 -14%
LSAG
429
Lake Street Advisors Group
New Hampshire
$790K +$155K +1,446 +25%
EIP
430
Ellis Investment Partners
Pennsylvania
$787K -$132K -1,229 -14%
SWA
431
Stratos Wealth Advisors
Ohio
$781K +$2.37K +22 +0.3%
MMPW
432
Mitchell McLeod Pugh & Williams
Alabama
$776K – – –
CDIA
433
Capital Directions Investment Advisors
Georgia
$769K – – –
AWA
434
Arete Wealth Advisors
Illinois
$766K -$8.71K -81 -1%
HWA
435
HHM Wealth Advisors
Tennessee
$761K -$19.6K -182 -3%
EWM
436
Evercore Wealth Management
New York
$747K +$21.5K +200 +3%
RCA
437
Rowland Carmichael Advisors
Arizona
$744K +$744K +6,918 New
DT
438
Diversified Trust
Tennessee
$734K -$19.6K -182 -3%
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$734K – – –
JWM
440
Jackson Wealth Management
Florida
$730K -$1.18K -11 -0.2%
SFS
441
Summit Financial Strategies
Ohio
$724K – – –
BWM
442
Benchmark Wealth Management
Connecticut
$723K +$723K +6,717 New
PA
443
Pinnacle Associates
New York
$722K +$215 +2 +0%
BFO
444
Boston Family Office
Massachusetts
$714K -$25.2K -234 -3%
IC
445
Intersect Capital
California
$710K -$15.5K -144 -2%
UR
446
USCA RIA
Texas
$709K +$34.1K +317 +5%
FMBTD
447
First Midwest Bank Trust Division
Illinois
$708K – – –
AL
448
Aspiriant LLC
California
$706K +$10.1K +94 +1%
WAP
449
Wealthcare Advisory Partners
Pennsylvania
$703K +$61.8K +574 +10%
CA
450
Continuum Advisory
Idaho
$700K +$700K +6,505 New
16 17
18
19 20