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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 %
CS
601
Comerica Securities
Michigan
$323K -$4.73K -44 -1%
PNAA
602
Pictet North America Advisors
Switzerland
$323K – – –
BPC
603
Banque Pictet & Cie
Switzerland
$323K – – –
PP
604
Palladium Partners
Virginia
$323K +$323K +3,005 New
WCG
605
Wall Capital Group
Arizona
$322K – – –
GAG
606
GM Advisory Group
New York
$321K +$1.83K +17 +0.6%
CDH
607
Charles D. Hyman
$315K +$1.51K +14 +0.5%
PCA
608
Personal Capital Advisors
California
$315K +$15.6K +145 +5%
RFN
609
RDA Financial Network
Iowa
$314K – – –
TFGT
610
TS Financial Group (TSFG)
Illinois
$314K +$53.2K +494 +20%
FT
611
Fiduciary Trust
Massachusetts
$313K – – –
SAM
612
Summit Asset Management
Tennessee
$311K – – –
CWM
613
Chronos Wealth Management
Florida
$311K +$311K +2,893 New
GIA
614
Gladstone Institutional Advisory
Florida
$309K -$106K -987 -26%
CAN
615
Claraphi Advisory Network
United States
$309K -$22K -204 -7%
IFWM
616
Institute for Wealth Management
Colorado
$309K -$8.51K -79 -3%
IWA
617
Intercontinental Wealth Advisors
Texas
$308K -$520K -4,808 -63%
SMC
618
Smith, Moore & Co
Missouri
$307K -$272K -2,527 -47%
IIC
619
Integrated Investment Consultants
Michigan
$306K -$20.3M -188,401 -99%
GC
620
Grimes & Company
Massachusetts
$303K – – –
MCP
621
Martin Capital Partners
Oregon
$303K +$27K +251 +10%
QCG
622
Quadrant Capital Group
Ohio
$303K +$64K +601 +27%
FFBTD
623
First Financial Bank - Trust Division
Ohio
$300K – – –
WAS
624
Wealth Advisory Solutions
Indiana
$297K +$297K +2,765 New
ATC
625
Adirondack Trust Company
New York
$296K +$274K +2,620 +1,248%
23 24
25
26 27