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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 %
VNA
576
Valley National Advisers
Pennsylvania
$368K +$1.08K +10 +0.3%
KCM
577
Karp Capital Management
California
$364K – – –
HTC
578
Haverford Trust Company
Pennsylvania
$364K – – –
CCT
579
Chemung Canal Trust
New York
$363K – – –
FANJ
580
Financial Architects (New Jersey)
New Jersey
$361K – – –
VAG
581
VisionPoint Advisory Group
Texas
$359K -$17.5K -163 -5%
AWM
582
Avior Wealth Management
Nebraska
$357K -$2.04K -19 -0.6%
ST
583
Smithfield Trust
Pennsylvania
$354K – – –
GFPC
584
Global Financial Private Client
Florida
$348K +$348K +3,236 New
ECM
585
Evergreen Capital Management
Washington
$348K – – –
F
586
F3Logic
Minnesota
$347K +$11K +103 +3%
HWA
587
Heartwood Wealth Advisors
Virginia
$346K +$346K +3,213 New
NAM
588
NTV Asset Management
West Virginia
$344K – – –
CCFM
589
Clear Creek Financial Management
Washington
$344K +$45.6K +427 +15%
H
590
HoyleCohen
California
$340K – – –
HC
591
Hourglass Capital
Texas
$335K +$36K +335 +12%
BOS
592
Bingham Osborn & Scarborough
California
$335K +$108K +1,000 +47%
PWM
593
Perigon Wealth Management
California
$334K +$9.6K +90 +3%
TF
594
Trek Financial
Arizona
$330K -$330K -3,071 -50%
TF
595
TimeScale Financial
Massachusetts
$328K -$27.7K -258 -8%
BCP
596
Blue Chip Partners
Michigan
$328K +$2.36K +22 +0.7%
TCM
597
Tran Capital Management
California
$328K +$328K +3,051 New
RCA
598
Ranch Capital Advisors
Florida
$325K +$430 +4 +0.1%
Cerity Partners
599
Cerity Partners
New York
$324K -$213K -1,984 -40%
W
600
WealthOne
New York
$324K +$32.2K +299 +11%
22 23
24
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