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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 %
CFD
626
Creative Financial Designs
Indiana
$211K +$137K +1,504 +187%
SB
627
Sunflower Bank
Texas
$210K +$210K +2,313 New
PL
628
Plancorp LLC
Missouri
$208K +$208K +2,275 New
RE
629
RBC Europe
United Kingdom
$207K – – –
HCM
630
Howland Capital Management
Massachusetts
$207K +$207K +2,267 New
BOPW
631
Brandywine Oak Private Wealth
Pennsylvania
$206K -$86.9K -955 -30%
PAMG
632
Patton Albertson Miller Group
Tennessee
$206K +$206K +2,255 New
BA
633
Bristlecone Advisors
Washington
$206K +$206K +2,262 New
TCBWMS
634
Texas Capital Bank Wealth Management Services
Texas
$205K -$429K -4,702 -68%
BO
635
BRR OpCo
Ohio
$205K +$205K +2,251 New
WWM
636
Windsor Wealth Management
Indiana
$204K +$204K +2,240 New
SDWIA
637
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$203K -$113K -1,250 -36%
BMM
638
Berkshire Money Management
Massachusetts
$202K – – –
BHB
639
Bank Hapoalim BM
Israel
$202K +$202K +2,214 New
BFC
640
Bedel Financial Consulting
Indiana
$201K +$638 +7 +0.3%
VFA
641
Valeo Financial Advisors
Indiana
$198K -$46.6K -511 -19%
GFPC
642
Global Financial Private Client
Florida
$197K -$96.9K -1,071 -33%
RDWM
643
Red Door Wealth Management
Tennessee
$195K +$44K +483 +29%
SIA
644
SeaBridge Investment Advisors
New Jersey
$192K – – –
APWM
645
Atlas Private Wealth Management
New York
$189K -$61.1K -671 -24%
EC
646
Estate Counselors
Wisconsin
$186K +$186K +2,050 New
SIC
647
Salem Investment Counselors
North Carolina
$181K – – –
CF
648
Centaurus Financial
California
$179K – – –
BFIM
649
Beese Fulmer Investment Management
Ohio
$177K +$177K +1,936 New
CI
650
CX Institutional
Indiana
$173K -$46.4K -508 -21%
24 25
26
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