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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 %
PPP
676
Private Portfolio Partners
New Jersey
$247K +$20.9K +194 +9%
RE
677
RBC Europe
United Kingdom
$244K – – –
PL
678
Plancorp LLC
Missouri
$243K +$32K +298 +15%
RM
679
Resource Management
Louisiana
$243K +$243K +2,260 New
RPG
680
Resource Planning Group
Georgia
$242K +$12.7K +118 +6%
BO
681
BRR OpCo
Ohio
$242K +$242K +2,251 New
WPW
682
Waldron Private Wealth
Pennsylvania
$241K – – –
NFP
683
Narus Financial Partners
Utah
$237K – – –
BFC
684
Bedel Financial Consulting
Indiana
$236K +$646 +6 +0.3%
SCA
685
Stonebridge Capital Advisors
Minnesota
$235K -$3.23K -30 -1%
BI
686
Ballast Inc
Kentucky
$235K +$235K +2,186 New
SIA
687
SeaBridge Investment Advisors
New Jersey
$234K – – –
WI
688
Wintrust Investments
Illinois
$231K – – –
CF
689
Centaurus Financial
California
$231K – – –
FFG
690
Ford Financial Group
California
$231K +$1.61K +15 +0.7%
DI
691
DFPG Investments
Utah
$227K -$4.94K -46 -2%
ASC
692
Atalanta Sosnoff Capital
New York
$227K +$2.68K +25 +1%
EC
693
Estate Counselors
Wisconsin
$226K +$10.8K +100 +5%
LWA
694
LWS Wealth Advisors
New Jersey
$226K +$226K +2,105 New
AIA
695
Avalon Investment & Advisory
Texas
$225K +$225K +2,088 New
CWA
696
Clarity Wealth Advisors
California
$225K +$225K +2,100 New
GWAG
697
Garrett Wealth Advisory Group
Texas
$224K +$35.5K +328 +19%
GG
698
Gofen & Glossberg
Illinois
$221K – – –
RWM
699
Reston Wealth Management
Virginia
$221K +$1.62K +15 +0.7%
ACM
700
Allred Capital Management
Texas
$221K -$93.8K -872 -30%
26 27
28
29 30