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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 %
MWP
501
MYCIO Wealth Partners
Pennsylvania
$378K -$3.2K -35 -0.8%
CAI
502
Capital Advisors Inc
Oklahoma
$372K -$89.2K -940 -19%
CAM
503
Covenant Asset Management
New Jersey
$372K – – –
GI
504
GAMCO Investors
Connecticut
$368K – – –
RWA
505
River Wealth Advisors
Pennsylvania
$368K +$36.3K +398 +11%
TCPWM
506
Traverso Chambers Private Wealth Management
California
$366K – – –
MCCP
507
Mission Creek Capital Partners
California
$366K +$365 +4 +0.1%
SBSB
508
Sullivan, Bruyette, Speros & Blaney
Virginia
$364K – – –
CW
509
CreativeOne Wealth
Kansas
$362K +$362K +3,962 New
WCM
510
WealthBridge Capital Management
Ohio
$359K -$5.47K -60 -2%
DI
511
DFPG Investments
Utah
$359K -$4.52K -50 -1%
OAM
512
Oak Asset Management
California
$358K – – –
HH
513
Hilltop Holdings
Texas
$355K +$355K +3,893 New
CAG
514
Csenge Advisory Group
Florida
$355K +$355K +3,896 New
CB
515
Commerce Bank
Missouri
$350K -$36.4K -399 -9%
VFM
516
Vivid Financial Management
California
$348K – – –
MAA
517
Matrix Asset Advisors
New York
$347K +$32.3K +355 +10%
FAB
518
First American Bank
Illinois
$345K -$1.43M -15,695 -81%
SWM
519
Southern Wealth Management
Texas
$345K -$8.84K -97 -2%
CL
520
CPWM LLC
Washington
$343K -$75.5K -828 -18%
HA
521
Harfst & Associates
Wyoming
$340K – – –
RIA
522
Realta Investment Advisors
Delaware
$337K +$53K +582 +19%
CA
523
Calton & Associates
Florida
$336K +$6.11K +67 +2%
WIA
524
World Investment Advisors
California
$335K -$13.6K -138 -4%
EVM
525
Eaton Vance Management
Massachusetts
$334K +$21K +230 +7%
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