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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
+$109M
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
-$234M
2
HNB
Huntington National Bank
Ohio
-$27.2M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$26.4M
4
IIC
Integrated Investment Consultants
Michigan
-$20.3M
5
M&T Bank
M&T Bank
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVWM
551
Point View Wealth Management
New Jersey
$410K +$410K +3,811 New
VFM
552
Vivid Financial Management
California
$410K +$410K +3,813 New
SC
553
Sepio Capital
Utah
$409K – – –
EWM
554
EPG Wealth Management
Georgia
$408K +$408K +3,795 New
MRC
555
Millburn Ridgefield Corp
New York
$406K +$84K +781 +26%
KWMG
556
King Wealth Management Group
Florida
$404K -$5.38K -50 -1%
EVM
557
Eaton Vance Management
Massachusetts
$403K -$72.8K -677 -15%
HA
558
Harfst & Associates
Wyoming
$401K – – –
IGGA
559
Iron Gate Global Advisors
Utah
$398K +$15.7K +146 +4%
IAN
560
Integrated Advisors Network
Texas
$396K +$396K +3,679 New
ACG
561
Allen Capital Group
Nebraska
$394K – – –
RWA
562
River Wealth Advisors
Pennsylvania
$391K -$4.41K -41 -1%
SWP
563
Summit Wealth Partners
Florida
$390K +$390K +3,624 New
CCM
564
Coldstream Capital Management
Washington
$389K – – –
BBHC
565
Brown Brothers Harriman & Co
New York
$383K +$286K +2,656 +295%
SDH
566
Sloy Dahl & Holst
Washington
$382K +$382K +3,559 New
PWLP
567
Prio Wealth Limited Partnership
Massachusetts
$381K – – –
OIA
568
Optimum Investment Advisors
Illinois
$381K +$1.94K +18 +0.5%
HSA
569
HBK Sorce Advisory
Pennsylvania
$379K +$54.3K +504 +17%
BCP
570
Berkeley Capital Partners
Georgia
$378K +$1.61K +15 +0.4%
TRCT
571
Tower Research Capital (TRC)
New York
$378K +$378K +3,507 New
SDWIA
572
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$376K – – –
BW
573
Bison Wealth
Georgia
$375K -$36.4K -339 -9%
RCA
574
Resonant Capital Advisors
Wisconsin
$375K +$375K +3,485 New
MAA
575
Matrix Asset Advisors
New York
$371K +$36.1K +335 +11%
21 22
23
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