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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 %
LWA
601
Lowe Wealth Advisors
Maryland
$227K -$1.15M -12,568 -83%
CAN
602
Claraphi Advisory Network
United States
$227K -$250K -2,748 -52%
CIA
603
Choate Investment Advisors
Massachusetts
$227K +$227K +2,485 New
PWP
604
Principle Wealth Partners
Connecticut
$227K +$227K +2,493 New
FIM
605
Freedom Investment Management
Connecticut
$223K -$38.8K -425 -15%
MA
606
MCF Advisors
Kentucky
$223K – – –
CCP
607
Corient Capital Partners
California
$223K +$223K +2,444 New
SWM
608
SVA Wealth Management
Wisconsin
$223K +$223K +2,447 New
BP
609
Broadleaf Partners
Ohio
$223K +$223K +2,448 New
SWMG
610
Signature Wealth Management Group
Georgia
$223K +$223K +2,448 New
EIA
611
Eldridge Investment Advisors
New Hampshire
$223K +$223K +2,450 New
BC
612
Bartlett & Co
Ohio
$219K +$95.6K +1,048 +78%
HCM
613
Hall Capital Management
Rhode Island
$219K +$219K +2,398 New
EGA
614
Eagle Global Advisors
Texas
$219K +$219K +2,406 New
BCWM
615
Bartlett & Co Wealth Management
Ohio
$219K +$95.6K +1,048 +78%
BCP
616
Blue Chip Partners
Michigan
$218K +$1.64K +18 +0.8%
WP
617
WealthSource Partners
California
$218K +$218K +2,388 New
GAG
618
GM Advisory Group
New York
$218K +$218K +2,396 New
Cerity Partners
619
Cerity Partners
New York
$217K -$58.1K -636 -21%
CFG
620
Citizens Financial Group
Rhode Island
$217K – – –
HSA
621
HBK Sorce Advisory
Pennsylvania
$215K -$66.9K -736 -24%
RSWM
622
Robertson Stephens Wealth Management
California
$213K -$41.4K -455 -16%
BONST
623
Bank of Nova Scotia Trust
Ontario, Canada
$213K +$213K +2,340 New
BMM
624
Buffington Mohr McNeal
Idaho
$212K +$212K +2,322 New
MW
625
Marcum Wealth
Ohio
$212K +$212K +2,328 New
23 24
25
26 27