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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 %
BAM
476
Blueshift Asset Management
New Jersey
$447K +$447K +4,896 New
WEC
477
Winslow Evans & Crocker
Massachusetts
$438K +$91 +1 +0%
APWA
478
Atlas Private Wealth Advisors
New Jersey
$434K +$434K +4,759 New
FWIA
479
Fort Washington Investment Advisors
Ohio
$429K -$13.2K -145 -3%
SAM
480
Sawgrass Asset Management
Florida
$427K – – –
SIC
481
Shoker Investment Counsel
Ohio
$425K +$30.1K +330 +8%
EWA
482
Exencial Wealth Advisors
Oklahoma
$424K -$8.3K -91 -2%
HFP
483
Holistic Financial Partners
Indiana
$422K -$17.4K -191 -4%
SAM
484
Sequent Asset Management
Texas
$421K – – –
SHWM
485
Smith & Howard Wealth Management
Georgia
$419K -$22.6K -248 -5%
WSTAM
486
Wilbanks Smith & Thomas Asset Management
Virginia
$418K -$162K -1,778 -28%
SG
487
StoneX Group
New York
$418K -$107K -1,176 -20%
GT
488
Glenmede Trust
Pennsylvania
$409K -$270K -2,961 -40%
TFS
489
Thoroughbred Financial Services
Tennessee
$409K -$27.3K -300 -6%
SC
490
Savant Capital
Illinois
$408K -$162K -1,780 -28%
CS
491
Comerica Securities
Michigan
$407K +$166K +1,821 +69%
SSB
492
Sandy Spring Bank
Maryland
$406K – – –
AFA
493
Atlanta Financial Associates
Georgia
$404K -$15.7K -172 -4%
CCFCSB
494
Cape Cod Five Cents Savings Bank
Massachusetts
$401K -$52.4K -575 -12%
HCM
495
Hengehold Capital Management
Ohio
$401K -$913 -10 -0.2%
FCA
496
FLC Capital Advisors
California
$400K – – –
AIM
497
Acropolis Investment Management
Missouri
$394K – – –
PCM
498
Pennsylvania Capital Management
Pennsylvania
$386K +$386K +4,230 New
PP
499
Professional Planning
California
$386K +$386K +4,230 New
AF
500
Apexium Financial
Texas
$379K -$68.1K -747 -15%
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