SDY icon

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 %
UBG
451
United Bank (Georgia)
Georgia
$692K -$94.7K -881 -12%
MAWCM
452
Mine & Arao Wealth Creation & Management
California
$684K +$684K +6,357 New
SC
453
Savant Capital
Illinois
$683K -$6.13K -57 -0.9%
PCIA
454
Prime Capital Investment Advisors
Kansas
$681K +$5.05K +47 +0.7%
ADL
455
Asset Dedication LLC
California
$679K +$107 +1 +0%
GLA
456
Good Life Advisors
Pennsylvania
$679K +$430 +4 +0.1%
CWM
457
Calamos Wealth Management
Illinois
$678K +$53.8K +500 +9%
VWA
458
V Wealth Advisors
Kansas
$674K – – –
CCM
459
Compton Capital Management
Rhode Island
$668K -$1.08K -10 -0.2%
BC
460
Burleson & Co
California
$668K +$540 +5 +0.1%
SFG
461
StrategIQ Financial Group
Indiana
$653K +$653K +6,067 New
CA
462
Cambridge Advisors
Nebraska
$652K – – –
SAM
463
Strategy Asset Managers
California
$651K +$651K +6,055 New
FCFC
464
First Commonwealth Financial Corp
Pennsylvania
$645K – – –
AP
465
Appleton Partners
Massachusetts
$642K -$51.6K -480 -7%
JWBC
466
J.W. Burns & Co
New York
$639K -$3.66K -34 -0.6%
RWM
467
Ritholtz Wealth Management
New York
$636K -$431 -4 -0.1%
NL
468
NVWM LLC
Pennsylvania
$634K -$246K -2,285 -28%
Toronto Dominion Bank
469
Toronto Dominion Bank
Ontario, Canada
$623K – – –
ASN
470
Advisory Services Network
Georgia
$613K -$497K -4,622 -45%
AllianceBernstein
471
AllianceBernstein
Tennessee
$610K +$27.3K +254 +5%
FNT
472
First National Trust
Pennsylvania
$609K -$3.98K -37 -0.6%
SG
473
StoneX Group
New York
$609K +$216K +2,012 +55%
TCA
474
Transcend Capital Advisors
New Jersey
$608K +$608K +5,656 New
MA
475
Mutual Advisors
Nebraska
$606K +$93K +864 +18%
17 18
19
20 21