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
1
Truist Financial
North Carolina
$166M
2
3AM
2
3EDGE Asset Management
Florida
$155M
3
RJA
3
Raymond James & Associates
Florida
$601M
4
VLKIM
4
Van Lanschot Kempen Investment Management
Netherlands
$62.2M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$27.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$41.1M
2
HNB
2
Huntington National Bank
Ohio
$26.9M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$28.3M
4
IIC
4
Integrated Investment Consultants
Michigan
$306K
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
26
Linscomb Wealth
Texas
$45.3M +$492K +4,573 +1%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$45.2M +$3.2M +29,733 +8%
BUB
28
BBVA USA Bancshares
Texas
$44.5M -$446K -4,150 -1%
UCFA
29
United Capital Financial Advisors
Texas
$42.5M +$316K +2,936 +0.7%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$41.3M +$1.14M +10,652 +3%
AG
31
Advisor Group
Arizona
$41.3M +$2.51M +23,347 +6%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$41.1M -$234M -2,175,251 -85%
MWP
33
MYCIO Wealth Partners
Pennsylvania
$37.9M -$887K -8,243 -2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$37M +$3.75M +34,874 +11%
SC
35
Stratford Consulting
Texas
$35.5M -$1.05M -9,759 -3%
TPCW
36
TD Private Client Wealth
New York
$34.5M +$34.5M +320,535 New
BAAM
37
Baker Avenue Asset Management
California
$32.9M -$75.8K -705 -0.2%
HighTower Advisors
38
HighTower Advisors
Illinois
$32.5M +$334K +3,107 +1%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$32.1M -$4.72M -43,892 -13%
PAG
40
Private Advisor Group
New Jersey
$31.4M +$707K +6,574 +2%
MCM
41
MAI Capital Management
Ohio
$30M -$1.2M -11,135 -4%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$28.3M -$26.4M -244,966 -48%
SC
43
Scotia Capital
Ontario, Canada
$27.9M -$617K -5,733 -2%
BFPW
44
BOK Financial Private Wealth
Colorado
$27.2M +$27.2M +252,652 New
HNB
45
Huntington National Bank
Ohio
$26.9M -$27.2M – –
BC
46
Brinker Capital
Pennsylvania
$25.4M +$830K +7,720 +3%
William Blair & Company
47
William Blair & Company
Illinois
$25.1M +$1.23M +11,457 +5%
CCP
48
Cardan Capital Partners
Colorado
$24.6M +$196K +1,820 +0.8%
SQA
49
Simon Quick Advisors
New Jersey
$24.2M +$6.54M +60,825 +37%
KA
50
Klingman & Associates
New York
$24M -$87.6K -814 -0.4%
1
2
3 4 5