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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 %
SC
526
Sepio Capital
Utah
$328K -$18.2K -200 -5%
CSIC
527
Clifford Swan Investment Counsel
California
$327K -$75.3K -825 -19%
MWM
528
Modera Wealth Management
New Jersey
$326K +$80.8K +886 +33%
FC
529
Fulcrum Capital
Washington
$324K -$58.7K -643 -15%
SDH
530
Sloy Dahl & Holst
Washington
$324K – – –
UWPG
531
Ullmann Wealth Partners Group
Florida
$323K -$103K -1,130 -24%
CFA
532
Carroll Financial Associates
North Carolina
$323K -$73K -802 -18%
PWLP
533
Prio Wealth Limited Partnership
Massachusetts
$323K – – –
WF
534
WoodTrust Financial
Wisconsin
$319K -$505K -5,534 -61%
NL
535
NVWM LLC
Pennsylvania
$318K -$250K -2,738 -44%
AWM
536
Avior Wealth Management
Nebraska
$318K +$18K +198 +6%
VAG
537
VisionPoint Advisory Group
Texas
$315K +$1.78K +19 +0.6%
ECM
538
Evergreen Capital Management
Washington
$314K +$183 +2 +0.1%
VNA
539
Valley National Advisers
Pennsylvania
$314K +$1K +11 +0.3%
PFO
540
Pathstone Family Office
New Jersey
$313K -$16.7K -183 -5%
TA
541
TCG Advisors
Texas
$313K -$3.83K -42 -1%
PAS
542
Partnervest Advisory Services
California
$313K +$7.11K +78 +2%
BDF
543
Balasa Dinverno & Foltz
$311K – – –
SMC
544
Smith, Moore & Co
Missouri
$311K +$50.9K +558 +20%
PCIA
545
Prime Capital Investment Advisors
Kansas
$310K -$263K -2,884 -46%
EW
546
Evoke Wealth
California
$309K – – –
CCT
547
Chemung Canal Trust
New York
$307K – – –
FANJ
548
Financial Architects (New Jersey)
New Jersey
$306K – – –
FAG
549
Financial Advisory Group
Texas
$305K -$913 -10 -0.3%
IIC
550
Integrated Investment Consultants
Michigan
$305K +$46K +505 +18%
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