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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 %
EP
651
Eudaimonia Partners
Tennessee
$172K +$72.1K +792 +72%
HR
652
Howe & Rusling
New York
$169K -$17.6K -193 -9%
EWP
653
Engrave Wealth Partners
Texas
$166K +$80.8K +890 +95%
GI
654
Gradient Investments
Minnesota
$161K +$11.1K +122 +7%
BWA
655
Burt Wealth Advisors
Maryland
$160K – – –
TAM
656
Townsend Asset Management
North Carolina
$159K +$1.01K +11 +0.6%
AF
657
Allworth Financial
California
$157K -$100K -1,097 -39%
WCAMG
658
Woodard & Company Asset Management Group
North Carolina
$155K – – –
POIA
659
Pin Oak Investment Advisors
Texas
$155K – – –
CFB
660
Cullen/Frost Bankers
Texas
$154K -$47.7K -522 -24%
ST
661
Sageworth Trust
Pennsylvania
$148K +$148K +1,625 New
WT
662
Washington Trust
Rhode Island
$146K – – –
SNT
663
Security National Trust
West Virginia
$146K +$18.6K +204 +15%
EDRH
664
Edmond de Rothschild Holding
Switzerland
$139K +$9.09K +100 +7%
PO
665
Private Ocean
California
$138K -$55.9K -617 -29%
BEAM
666
Baker Ellis Asset Management
Washington
$133K – – –
PCG
667
Private Capital Group
Connecticut
$130K – – –
TIM
668
Tortoise Investment Management
New York
$126K – – –
RG
669
Retirement Group
California
$123K +$123K +1,345 New
First Manhattan
670
First Manhattan
New York
$121K -$18.9K -207 -13%
EWM
671
Elmwood Wealth Management
California
$120K – – –
CWC
672
Carolinas Wealth Consulting
North Carolina
$119K +$119K +1,303 New
TFGT
673
TS Financial Group (TSFG)
Illinois
$118K – – –
SIAS
674
Shine Investment Advisory Services
Colorado
$117K -$111K -1,221 -49%
CHC
675
City Holding Co
West Virginia
$117K -$6.38K -70 -5%
25 26
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