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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 %
UBG
451
United Bank (Georgia)
Georgia
$481K -$32.6K -408 -6%
FCFC
452
First Commonwealth Financial Corp
Pennsylvania
$479K – – –
BHTS
453
Bar Harbor Trust Services
Maine
$478K -$112K -1,399 -19%
JWBC
454
J.W. Burns & Co
New York
$477K +$2K +25 +0.4%
AP
455
Appleton Partners
Massachusetts
$475K -$1.6K -20 -0.3%
Toronto Dominion Bank
456
Toronto Dominion Bank
Ontario, Canada
$468K – – –
RWM
457
Ritholtz Wealth Management
New York
$465K -$6.63K -83 -1%
SG
458
StoneX Group
New York
$460K +$7.67K +96 +2%
FNT
459
First National Trust
Pennsylvania
$458K +$6.15K +77 +1%
FPGK
460
Financial Partners Group (Kansas)
Kansas
$450K -$517K -6,781 -53%
AIP
461
Almanack Investment Partners
Pennsylvania
$449K – – –
BFA
462
Beaumont Financial Advisors
Massachusetts
$447K -$329K -4,116 -42%
BWM
463
BigSur Wealth Management
Florida
$447K – – –
KA
464
Kovack Advisors
Florida
$446K -$263K -3,295 -37%
GRP
465
Global Retirement Partners
California
$446K +$101K +1,264 +29%
SWM
466
SeaCrest Wealth Management
New York
$444K +$17.2K +215 +4%
CIAS
467
Capital Investment Advisory Services
North Carolina
$440K +$132K +1,658 +43%
GWS
468
Glassman Wealth Services
Virginia
$434K +$1.84K +23 +0.4%
NCM
469
Noesis Capital Mangement
Florida
$429K – – –
GLA
470
Good Life Advisors
Pennsylvania
$429K -$74K -930 -15%
BRWM
471
B. Riley Wealth Management
Tennessee
$427K +$427K +5,348 New
DI
472
Disciplined Investments
Oklahoma
$425K – – –
GIA
473
Guyasuta Investment Advisors
Pennsylvania
$420K +$24K +300 +6%
CAN
474
Claraphi Advisory Network
United States
$418K +$189K +2,371 +83%
MWM
475
Mission Wealth Management
California
$413K +$4.39K +55 +1%
17 18
19
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