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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 %
EIP
426
Ellis Investment Partners
Pennsylvania
$549K -$9.74K -128 -2%
DT
427
Diversified Trust
Tennessee
$545K – – –
IC
428
Intersect Capital
California
$543K +$16K +201 +3%
IAIM
429
International Assets Investment Management
Florida
$540K +$540K +6,764 New
CFMC
430
Curbstone Financial Management Corp
New Hampshire
$539K -$59.9K -750 -10%
BWM
431
Benchmark Wealth Management
Connecticut
$536K – – –
PA
432
Pinnacle Associates
New York
$536K +$80 +1 +0%
FMBTD
433
First Midwest Bank Trust Division
Illinois
$532K +$6.39K +80 +1%
BFO
434
Boston Family Office
Massachusetts
$528K -$1.44K -18 -0.3%
WSTAM
435
Wilbanks Smith & Thomas Asset Management
Virginia
$508K +$318K +3,981 +167%
MAWCM
436
Mine & Arao Wealth Creation & Management
California
$506K -$2.08K -26 -0.4%
ADL
437
Asset Dedication LLC
California
$506K – – –
ASN
438
Advisory Services Network
Georgia
$506K +$50.6K +634 +11%
IWA
439
Intercontinental Wealth Advisors
Texas
$506K +$279K +3,488 +123%
CWM
440
Calamos Wealth Management
Illinois
$503K – – –
PCIA
441
Prime Capital Investment Advisors
Kansas
$502K -$3.83K -48 -0.8%
SC
442
Savant Capital
Illinois
$500K -$7.19K -90 -1%
NL
443
NVWM LLC
Pennsylvania
$497K +$26.6K +333 +6%
RCAG
444
Rehmann Capital Advisory Group
Michigan
$495K +$495K +6,196 New
IFG
445
Investors Financial Group
Minnesota
$493K -$288K -3,611 -37%
IAN
446
Integrated Advisors Network
Texas
$490K +$196K +2,462 +67%
CCM
447
Compton Capital Management
Rhode Island
$488K -$7.99K -100 -2%
TCA
448
Transcend Capital Advisors
New Jersey
$487K +$35K +438 +8%
CA
449
Cambridge Advisors
Nebraska
$484K – – –
BC
450
Burleson & Co
California
$481K -$59.6K -681 -11%
16 17
18
19 20