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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.

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
1
Janney Montgomery Scott
Pennsylvania
$79.1M
2
RJA
2
Raymond James & Associates
Florida
$540M
3
Creative Planning
3
Creative Planning
Kansas
$38.7M
4
Franklin Resources
4
Franklin Resources
California
$10.3M
5
PPW
5
Parcion Private Wealth
Washington
$10.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$434M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$9.53M
3
Ameriprise
3
Ameriprise
Minnesota
$227M
4
Goldman Sachs
4
Goldman Sachs
New York
$53.3M
5
Bank of America
5
Bank of America
North Carolina
$594M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$35.5M 389,459 -5,875 -1%
MGIA
27
Moneta Group Investment Advisors
Missouri
$35.2M 386,349 -213,926 -36%
TPCW
28
TD Private Client Wealth
New York
$27.9M 305,603 -46,723 -13%
BUB
29
BBVA USA Bancshares
Texas
$26.4M 289,599 -91,113 -24%
MCM
30
MAI Capital Management
Ohio
$24M 262,850 -11,906 -4%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$23.5M 266,345 +24,475 +10%
ODG
32
O'Dell Group
Ohio
$23M 252,282 +32,956 +15%
SC
33
Scotia Capital
Ontario, Canada
$22.8M 248,740 -9,994 -4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$22.5M 246,712 -12,010 -5%
VLKIM
35
Van Lanschot Kempen Investment Management
Netherlands
$21.1M 231,200 -346,800 -60%
BC
36
Brinker Capital
Pennsylvania
$20.8M 227,558 +6,945 +3%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$20.7M 227,013 -1,321 -0.6%
HighTower Advisors
38
HighTower Advisors
Illinois
$20.3M 223,123 +15,974 +8%
GLLW
39
Graves Light Lenhart Wealth
Virginia
$20.2M 221,107 +5,254 +2%
BF
40
BOK Financial
Oklahoma
$20.1M 220,373 -6,362 -3%
KA
41
Klingman & Associates
New York
$19.4M 212,893 -7,223 -3%
CA
42
Clearstead Advisors
Ohio
$19.1M 209,495 -5,947 -3%
William Blair & Company
43
William Blair & Company
Illinois
$18.7M 205,101 -38,323 -16%
HNB
44
Huntington National Bank
Ohio
– – – –
CAN
45
Cetera Advisor Networks
California
$17.1M 187,556 +3,005 +2%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$17.1M 187,511 -65,610 -26%
PMG
47
ProVise Management Group
Florida
$16.4M 180,232 -2,440 -1%
SA
48
Silversage Advisors
California
$16.3M 150,528 -6,973 -4%
MSA
49
Marino Stram & Associates
Massachusetts
$15.8M 172,376 -5,020 -3%
JGIA
50
Jackson Grant Investment Advisers
Connecticut
$15.5M 169,516 -1,931 -1%
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