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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 %
WP
576
WMS Partners
Maryland
$264K – – –
SAM
577
Summit Asset Management
Tennessee
$263K – – –
HWA
578
Heartwood Wealth Advisors
Virginia
$261K – – –
AWE
579
Avidian Wealth Enterprises
Texas
$260K -$70.3K -770 -21%
B
580
Bailard
California
$259K -$36.7K -402 -12%
TWM
581
Titus Wealth Management
California
$259K +$547 +6 +0.2%
MCP
582
Martin Capital Partners
Oregon
$257K – – –
AIA
583
Avalon Investment & Advisory
Texas
$256K +$256K +2,811 New
FWM
584
Frontier Wealth Management
Missouri
$250K – – –
ATC
585
Adirondack Trust Company
New York
$248K -$29.4K -315 -11%
LWA
586
Lenox Wealth Advisors
New York
$246K – – –
KF
587
Krilogy Financial
Missouri
$246K – – –
QCG
588
Quadrant Capital Group
Ohio
$243K – – –
WMG
589
WESCAP Management Group
California
$242K – – –
IFAM
590
Institutional & Family Asset Management
Colorado
$242K +$455 +5 +0.2%
SW
591
StrongBox Wealth
Missouri
$241K -$77.9K -856 -24%
MCA
592
Magnolia Capital Advisors
Mississippi
$241K – – –
EWM
593
Empirical Wealth Management
Washington
$237K – – –
B
594
Bridgeworth
Alabama
$237K +$1.1K +12 +0.5%
SFS
595
Sowell Financial Services
Arkansas
$237K +$134K +1,468 +130%
PP
596
Patten & Patten
Tennessee
$236K – – –
SWA
597
SFMG Wealth Advisors
Texas
$233K -$38.2K -420 -14%
WAS
598
Wealth Advisory Solutions
Indiana
$231K +$231K +2,538 New
RCA
599
Ranch Capital Advisors
Florida
$229K -$62K -635 -21%
HA
600
HC Advisors
Georgia
$229K +$229K +2,507 New
22 23
24
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