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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 %
VCM
676
Versant Capital Management
Arizona
$117K – – –
IRAG
677
Investment Research & Advisory Group
Georgia
$111K – – –
SCA
678
Stonebridge Capital Advisors
Minnesota
$109K -$42K -460 -28%
HB
679
Horizon Bancorp
Indiana
$107K -$37.7K -413 -26%
HDIM
680
Hanson & Doremus Investment Management
Vermont
$107K – – –
JWBC
681
John W. Brooker & Co
California
$106K +$92 +1 +0.1%
PFBT
682
Parkside Financial Bank & Trust
Missouri
$103K +$910 +10 +0.9%
BWM
683
BerganKDV Wealth Management
Minnesota
$101K – – –
TWA
684
TCI Wealth Advisors
Arizona
$99K -$4.01K -44 -4%
IWP
685
IAG Wealth Partners
Wisconsin
$95K – – –
CCA
686
Column Capital Advisors
Indiana
$91K – – –
JCM
687
Jacobi Capital Management
Pennsylvania
$91K – – –
DAM
688
Delta Asset Management
Tennessee
$88K – – –
FMTCOCP
689
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$85K – – –
BA
690
Ballast Advisors
Minnesota
$85K – – –
LWM
691
Liberty Wealth Management
California
$84K +$548 +6 +0.7%
PWM
692
Provident Wealth Management
Tennessee
$83K +$83K +915 New
AA
693
AlphaMark Advisors
Kentucky
$81K – – –
TF
694
TimeScale Financial
Massachusetts
$80K -$25.9K -286 -24%
GTAM
695
Global Trust Asset Management
Florida
$77K – – –
PFGIA
696
Patriot Financial Group Insurance Agency
Massachusetts
$73K -$13.8K -152 -16%
MRC
697
Millburn Ridgefield Corp
New York
$73K +$31.7K +347 +77%
BBHC
698
Brown Brothers Harriman & Co
New York
$71K – – –
OPS
699
Orion Portfolio Solutions
Nebraska
$71K +$4.55K +50 +7%
LFG
700
LifePlan Financial Group
Ohio
$69K – – –
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