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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 %
BFO
426
Boston Family Office
Massachusetts
$603K – – –
ACI
427
Alpha Cubed Investments
California
$600K -$1.88M -20,625 -76%
CA
428
Cambridge Advisors
Nebraska
$596K +$42.4K +465 +8%
FMBTD
429
First Midwest Bank Trust Division
Illinois
$592K -$15K -165 -2%
CCM
430
Coldstream Capital Management
Washington
$580K -$134K -1,470 -19%
IC
431
Intersect Capital
California
$578K -$42.9K -470 -7%
MAWCM
432
Mine & Arao Wealth Creation & Management
California
$577K -$456 -5 -0.1%
CWM
433
Calamos Wealth Management
Illinois
$575K – – –
ADL
434
Asset Dedication LLC
California
$575K +$91 +1 +0%
FHC
435
First Heartland Consultants
Missouri
$570K -$563K -6,178 -50%
IAN
436
Integrated Advisors Network
Texas
$568K +$7.48K +82 +1%
IFG
437
Investors Financial Group
Minnesota
$564K – – –
RCAG
438
Rehmann Capital Advisory Group
Michigan
$562K -$3.28K -36 -0.6%
FPGK
439
Financial Partners Group (Kansas)
Kansas
$561K +$22.5K +247 +4%
CCM
440
Compton Capital Management
Rhode Island
$557K – – –
ASN
441
Advisory Services Network
Georgia
$552K -$25.7K -282 -4%
NFG
442
Nadler Financial Group
Illinois
$552K +$139K +1,519 +34%
AMCA
443
Arthur M. Cohen & Associates
Illinois
$551K -$425K -4,659 -44%
FCFC
444
First Commonwealth Financial Corp
Pennsylvania
$547K – – –
JWBC
445
J.W. Burns & Co
New York
$544K +$91 +1 +0%
AP
446
Appleton Partners
Massachusetts
$543K – – –
SAM
447
Strategy Asset Managers
California
$543K +$103K +1,126 +23%
Toronto Dominion Bank
448
Toronto Dominion Bank
Ontario, Canada
$531K – – –
BC
449
Burleson & Co
California
$531K – – –
RWM
450
Ritholtz Wealth Management
New York
$531K +$91 +1 +0%
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