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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 %
AIP
476
Almanack Investment Partners
Pennsylvania
$605K -$52.4K -487 -8%
BWM
477
BigSur Wealth Management
Florida
$603K +$10.8K +100 +2%
FIG
478
FundX Investment Group
California
$594K +$15.8K +147 +3%
ACP
479
Ashfield Capital Partners
California
$586K +$26.9K +250 +5%
AIM
480
Acropolis Investment Management
Missouri
$586K +$32.3K +300 +6%
GWS
481
Glassman Wealth Services
Virginia
$583K – – –
SSB
482
Sandy Spring Bank
Maryland
$578K -$13.4K -125 -2%
NCM
483
Noesis Capital Mangement
Florida
$578K +$578K +5,372 New
CAI
484
Capital Advisors Inc
Oklahoma
$576K +$576K +5,354 New
SWM
485
SeaCrest Wealth Management
New York
$575K -$22.6K -210 -4%
WEC
486
Winslow Evans & Crocker
Massachusetts
$574K +$215 +2 +0%
NFG
487
Nadler Financial Group
Illinois
$573K +$21.2K +197 +4%
DI
488
Disciplined Investments
Oklahoma
$572K +$572K +5,322 New
SFP
489
Strategic Financial Partners
Oregon
$567K +$567K +5,274 New
SMG
490
Spectrum Management Group
Indiana
$560K -$542K -5,035 -49%
SAM
491
Sawgrass Asset Management
Florida
$557K +$53.8K +500 +11%
MWM
492
Mission Wealth Management
California
$550K +$94.5K +879 +21%
AI
493
Atria Investments
North Carolina
$542K -$15.1K -140 -3%
HFP
494
Holistic Financial Partners
Indiana
$536K – – –
QCM
495
Quest Capital Management
Texas
$535K -$287K -2,666 -35%
CCFCSB
496
Cape Cod Five Cents Savings Bank
Massachusetts
$535K – – –
GIA
497
Guyasuta Investment Advisors
Pennsylvania
$533K – – –
CAM
498
Cresset Asset Management
Illinois
$530K +$203K +1,892 +62%
I
499
IberiaBank
Louisiana
$529K -$7.96K -74 -1%
DZ Bank
500
DZ Bank
Germany
$529K +$529K +4,925 New
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