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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 %
SBSB
526
Sullivan, Bruyette, Speros & Blaney
Virginia
$442K -$12.3K -114 -3%
AF
527
Apexium Financial
Texas
$441K +$441K +4,095 New
AGM
528
Alpine Global Management
New York
$441K +$441K +4,101 New
FAG
529
Financial Advisory Group
Texas
$438K -$63.4K -589 -13%
CAM
530
Covenant Asset Management
New Jersey
$438K – – –
WS
531
Wela Strategies
Georgia
$435K +$8.4K +78 +2%
SFA
532
Sequoia Financial Advisors
Ohio
$435K +$21.7K +202 +5%
Fisher Asset Management
533
Fisher Asset Management
Washington
$435K +$194K +1,805 +81%
GI
534
GAMCO Investors
Connecticut
$434K – – –
OWD
535
Osborn Williams & Donohoe
Ohio
$432K -$1.29K -12 -0.3%
CCP
536
Corient Capital Partners
California
$432K +$34K +316 +9%
TCPWM
537
Traverso Chambers Private Wealth Management
California
$431K – – –
MCCP
538
Mission Creek Capital Partners
California
$431K +$431K +4,006 New
TH
539
TCTC Holdings
Texas
$430K – – –
BWM
540
Brickley Wealth Management
California
$430K – – –
TA
541
TCG Advisors
Texas
$429K -$19K -177 -4%
BDF
542
Balasa Dinverno & Foltz
$429K +$61.9K +575 +17%
SFG
543
SNS Financial Group
Minnesota
$427K +$8.49K +79 +2%
OAM
544
Oak Asset Management
California
$422K – – –
CA
545
Calton & Associates
Florida
$422K +$67.3K +626 +19%
CIAS
546
Capital Investment Advisory Services
North Carolina
$415K +$431 +4 +0.1%
SWM
547
Southern Wealth Management
Texas
$415K +$415K +3,854 New
WIA
548
World Investment Advisors
California
$414K +$48.5K +451 +13%
WF
549
WoodTrust Financial
Wisconsin
$412K – – –
BCA
550
Bray Capital Advisors
Florida
$410K – – –
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