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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
$601M
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
$41.1M
2
HNB
Huntington National Bank
Ohio
$26.9M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$28.3M
4
IIC
Integrated Investment Consultants
Michigan
$306K
5
M&T Bank
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
651
Choate Investment Advisors
Massachusetts
$267K – – –
SFS
652
Sowell Financial Services
Arkansas
$266K -$147K -1,361 -36%
EIA
653
Eldridge Investment Advisors
New Hampshire
$264K – – –
BP
654
Broadleaf Partners
Ohio
$263K – – –
SWMG
655
Signature Wealth Management Group
Georgia
$263K +$38.4K +357 +17%
PAMG
656
Patton Albertson Miller Group
Tennessee
$262K – – –
MA
657
MCF Advisors
Kentucky
$262K – – –
GTAM
658
Global Trust Asset Management
Florida
$260K – – –
FFA
659
First Foundation Advisors
California
$260K +$215 +2 +0.1%
HCM
660
Hall Capital Management
Rhode Island
$258K -$32.3K -300 -11%
BFIM
661
Beese Fulmer Investment Management
Ohio
$257K +$108 +1 +0%
MWM
662
Merriman Wealth Management
Washington
$257K +$14.7K +137 +6%
CFG
663
Citizens Financial Group
Rhode Island
$256K – – –
WSTAM
664
Wilbanks Smith & Thomas Asset Management
Virginia
$256K – – –
KFI
665
Key Financial Inc
Pennsylvania
$256K +$256K +2,378 New
RG
666
Retirement Group
California
$256K +$256K +2,381 New
CB
667
Cadence Bank
Mississippi
$254K – – –
PW
668
Peninsula Wealth
California
$254K +$22.5K +209 +10%
BONST
669
Bank of Nova Scotia Trust
Ontario, Canada
$252K +$108 +1 +0%
WP
670
WealthSource Partners
California
$252K +$1.62K +15 +0.6%
RC
671
RegentAtlantic Capital
New Jersey
$252K +$252K +2,344 New
FIM
672
Freedom Investment Management
Connecticut
$251K -$234K -2,175 -48%
RPC
673
Rossmore Private Capital
Connecticut
$251K – – –
BMM
674
Buffington Mohr McNeal
Idaho
$250K – – –
HCM
675
Howland Capital Management
Massachusetts
$248K -$15.1K -140 -6%
25 26
27
28 29