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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

785 hedge funds and large institutions have $5.39B invested in SPDR S&P Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 231 increasing their positions, 353 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
785
Holders Change
-74
Holders Change %
-8.61%
% of All Funds
17.34%
Holding in Top 10
56
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.22%
% of All Funds
1.24%
New
67
Increased
231
Reduced
353
Closed
130
Calls
$6.16M
Puts
$2.44M
Net Calls
+$3.72M
Net Calls Change
-$918K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$16.8M
2
Morgan Stanley
Morgan Stanley
New York
+$13.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$12.9M
4
SQA
Simon Quick Advisors
New Jersey
+$11.8M
5
M&T Bank
M&T Bank
New York
+$7.95M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$128M
2
3AM
3EDGE Asset Management
Florida
-$104M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$43.4M
4
Bank of America
Bank of America
North Carolina
-$42.1M
5
Ameriprise
Ameriprise
Minnesota
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAA
551
Matrix Asset Advisors
New York
$276K +$799 +10 +0.3%
ECM
552
Evergreen Capital Management
Washington
$275K +$16K +200 +6%
EVM
553
Eaton Vance Management
Massachusetts
$274K -$25K -314 -8%
VNA
554
Valley National Advisers
Pennsylvania
$274K +$878 +11 +0.3%
BDF
555
Balasa Dinverno & Foltz
$272K -$45.9K -575 -14%
EW
556
Evoke Wealth
California
$270K +$270K +3,385 New
CCT
557
Chemung Canal Trust
New York
$269K – – –
BFS
558
Bradley Foster & Sargent
Connecticut
$269K +$269K +3,374 New
FAG
559
Financial Advisory Group
Texas
$268K -$57.6K -720 -18%
FANJ
560
Financial Architects (New Jersey)
New Jersey
$268K – – –
PAS
561
Partnervest Advisory Services
California
$268K +$51.5K +645 +24%
VAG
562
VisionPoint Advisory Group
Texas
$267K – – –
ST
563
Smithfield Trust
Pennsylvania
$263K – – –
AWM
564
Avior Wealth Management
Nebraska
$262K -$2.79K -35 -1%
B
565
Bailard
California
$259K -$69.8K -873 -21%
PWM
566
Perigon Wealth Management
California
$259K -$14.4K -165 -5%
NAM
567
NTV Asset Management
West Virginia
$256K – – –
HTC
568
Haverford Trust Company
Pennsylvania
$254K -$16K -200 -6%
SFA
569
Sequoia Financial Advisors
Ohio
$249K -$73.6K -922 -23%
BOS
570
Bingham Osborn & Scarborough
California
$249K – – –
HC
571
Hourglass Capital
Texas
$249K – – –
RIA
572
Realta Investment Advisors
Delaware
$249K +$35.1K +439 +16%
HSA
573
HBK Sorce Advisory
Pennsylvania
$248K -$33.4K -418 -12%
GFPC
574
Global Financial Private Client
Florida
$248K +$1.14K +15 +0.5%
KWMG
575
King Wealth Management Group
Florida
$247K -$52.7K -660 -18%
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