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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 %
RPC
451
Rossmore Private Capital
Connecticut
$530K +$166K +1,780 +46%
FNT
452
First National Trust
Pennsylvania
$519K -$4.56K -50 -0.9%
GRP
453
Global Retirement Partners
California
$517K +$7.67K +84 +2%
KA
454
Kovack Advisors
Florida
$517K +$8.2K +90 +2%
BFA
455
Beaumont Financial Advisors
Massachusetts
$511K – – –
BWM
456
BigSur Wealth Management
Florida
$511K – – –
SWM
457
SeaCrest Wealth Management
New York
$508K +$1K +11 +0.2%
RIM
458
Rockbridge Investment Management
New York
$506K +$506K +5,548 New
BHTS
459
Bar Harbor Trust Services
Maine
$505K -$41.1K -450 -8%
CIAS
460
Capital Investment Advisory Services
North Carolina
$503K – – –
PWAC
461
Private Wealth Advisors (California)
California
$497K -$1.62M -17,794 -77%
SBH
462
Segall Bryant & Hamill
Illinois
$496K -$419K -4,594 -46%
GWS
463
Glassman Wealth Services
Virginia
$496K +$273 +3 +0.1%
UBG
464
United Bank (Georgia)
Georgia
$494K -$56.1K -615 -10%
QCM
465
Quest Capital Management
Texas
$494K +$48.9K +537 +11%
MFG
466
Merit Financial Group
Georgia
$493K -$270K -2,966 -35%
DI
467
Disciplined Investments
Oklahoma
$490K +$4.11K +45 +0.8%
NCM
468
Noesis Capital Mangement
Florida
$481K -$9.12K -100 -2%
GIA
469
Guyasuta Investment Advisors
Pennsylvania
$479K – – –
CS
470
Credit Suisse
Switzerland
$471K -$1.18M -12,940 -71%
MWM
471
Mission Wealth Management
California
$463K -$8.57K -94 -2%
GLA
472
Good Life Advisors
Pennsylvania
$458K -$35.3K -386 -7%
CC
473
Claybrook Capital
Massachusetts
$456K +$456K +5,000 New
DZ Bank
474
DZ Bank
Germany
$451K – – –
SFP
475
Strategic Financial Partners
Oregon
$450K -$1.19K -13 -0.3%
17 18
19
20 21